|
26
|
Golden State Equity Partners
South Coast Metro,
California
|
$351K
|
-$29.6K
|
-1,239
|
-8%
|
|
|
27
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$351K
|
–
|
–
|
–
|
|
|
28
|
Congress Wealth Management
Boston,
Massachusetts
|
$332K
|
+$44.7K
|
+1,871
|
+16%
|
|
|
29
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$331K
|
+$3.68K
|
+154
|
+1%
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$327K
|
+$90K
|
+3,765
|
+39%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$319K
|
+$37.7K
|
+1,579
|
+14%
|
|
|
32
|
Fairview Capital Investment Management
Greenbrae,
California
|
$315K
|
-$20.3K
|
-850
|
-6%
|
|
|
33
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$314K
|
+$956
|
+40
|
+0.3%
|
|
|
34
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$303K
|
+$239
|
+10
|
+0.1%
|
|
|
35
|
Abound Financial
Granite Bay,
California
|
$294K
|
-$49K
|
-2,052
|
-14%
|
|
|
36
|
American Financial & Tax Strategies
New York
|
$289K
|
+$21.2K
|
+885
|
+8%
|
|
|
37
|
Wealth Advisory Team
Bellevue,
Kentucky
|
$284K
|
+$280K
|
+11,713
|
New
|
|
|
38
|
Nottingham Advisors
Amherst,
New York
|
$279K
|
-$1.43K
|
-60
|
-0.5%
|
|
|
39
|
Atria Wealth Solutions
New York
|
$267K
|
-$324K
|
-13,565
|
-55%
|
|
|
40
|
CWC Advisors
Lake Oswego,
Oregon
|
$253K
|
-$191
|
-8
|
-0.1%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$249K
|
+$147K
|
+6,130
|
+148%
|
|
|
42
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$242K
|
+$238K
|
+9,964
|
New
|
|
|
43
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$224K
|
–
|
–
|
–
|
|
|
44
|
Live Oak Investment Partners
Austin,
Texas
|
$216K
|
-$111K
|
-4,637
|
-34%
|
|
|
45
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$208K
|
+$205K
|
+8,561
|
New
|
|
|
46
|
SK Wealth Management
Providence,
Rhode Island
|
$204K
|
+$203K
|
+8,474
|
New
|
|
|
47
|
Adalta Capital Management
New York
|
$200K
|
–
|
–
|
–
|
|
|
48
|
First Pacific Financial
Vancouver,
Washington
|
$178K
|
+$1.89K
|
+79
|
+1%
|
|
|
49
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$145K
|
–
|
–
|
–
|
|
|
50
|
WealthShield Partners
Cary,
North Carolina
|
$120K
|
-$359
|
-15
|
-0.3%
|
|
