|
26
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.75M
|
-$231K
|
-21,432
|
-12%
|
|
|
27
|
Diligent Investors
Redlands,
California
|
$1.55M
|
-$48.9K
|
-4,543
|
-3%
|
|
|
28
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.43M
|
–
|
–
|
–
|
|
|
29
|
Mackay Shields LLC
New York
|
$1.42M
|
-$194K
|
-18,025
|
-12%
|
|
|
30
|
Wedbush Securities
Los Angeles,
California
|
$1.39M
|
+$67.8K
|
+6,298
|
+5%
|
|
|
31
|
Cypress Wealth Services
Palm Desert,
California
|
$1.37M
|
+$38.4K
|
+3,570
|
+3%
|
|
|
32
|
Rareview Capital
Las Vegas,
Nevada
|
$1.3M
|
-$624K
|
-57,944
|
-32%
|
|
|
33
|
Oder Investment Management
Woodland Hills,
California
|
$1.16M
|
+$1.14M
|
+105,924
|
New
|
|
|
34
|
Summit Trail Advisors
New York
|
$1.12M
|
-$83K
|
-7,716
|
-7%
|
|
|
35
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$1.06M
|
+$46.8K
|
+4,347
|
+5%
|
|
|
36
|
Ariadne Wealth Management
Santa Barbara,
California
|
$1.04M
|
+$1.02M
|
+94,481
|
New
|
|
|
37
|
|
$1.01M
|
+$382K
|
+35,540
|
+63%
|
|
|
38
|
Raymond James Financial
St Petersburg,
Florida
|
$1M
|
-$259K
|
-24,082
|
-21%
|
|
|
39
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$955K
|
+$850
|
+79
|
+0.1%
|
|
|
40
|
Matisse Capital
Portland,
Oregon
|
$863K
|
-$882
|
-82
|
-0.1%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$819K
|
-$12.7K
|
-1,184
|
-2%
|
|
|
42
|
MYeCFO
La Jolla,
California
|
$813K
|
+$104K
|
+9,668
|
+15%
|
|
|
43
|
D.A. Davidson & Co
Great Falls,
Montana
|
$776K
|
+$119K
|
+11,101
|
+19%
|
|
|
44
|
Allianz Asset Management
Munich,
Germany
|
$775K
|
–
|
–
|
–
|
|
|
45
|
Alteri Wealth
Westlake Village,
California
|
$756K
|
+$3.04K
|
+283
|
+0.4%
|
|
|
46
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$745K
|
–
|
–
|
–
|
|
|
47
|
Global Retirement Partners
San Rafael,
California
|
$741K
|
+$726K
|
+67,427
|
New
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$710K
|
+$23.4K
|
+2,171
|
+3%
|
|
|
49
|
Channel Wealth
Santa Barbara,
California
|
$707K
|
-$119K
|
-11,077
|
-15%
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$697K
|
+$51.7K
|
+4,807
|
+8%
|
|
