|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$321K
|
+$27.7K
|
+2,459
|
+10%
|
|
|
52
|
Rareview Capital
Las Vegas,
Nevada
|
$321K
|
–
|
–
|
–
|
|
|
53
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$312K
|
–
|
–
|
–
|
|
|
54
|
Steward Partners Investment Advisory
New York
|
$295K
|
+$3.38K
|
+300
|
+1%
|
|
|
55
|
Keystone Wealth Services
Palm Desert,
California
|
$283K
|
–
|
–
|
–
|
|
|
56
|
Cypress Wealth Services
Palm Desert,
California
|
$278K
|
+$3.52K
|
+312
|
+1%
|
|
|
57
|
Tempus Wealth Planning
Irvine,
California
|
$273K
|
–
|
–
|
–
|
|
|
58
|
Vivaldi Capital Management
Chicago,
Illinois
|
$266K
|
-$51.5K
|
-4,567
|
-16%
|
|
|
59
|
Strategic Advocates
Logan,
Utah
|
$261K
|
–
|
–
|
–
|
|
|
60
|
Axxcess Wealth Management
Carlsbad,
California
|
$260K
|
–
|
–
|
–
|
|
|
61
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$237K
|
-$2.53K
|
-224
|
-1%
|
|
|
62
|
Ackerman Capital Advisors
Dallas,
Texas
|
$236K
|
+$231K
|
+20,491
|
New
|
|
|
63
|
Capital Investment Advisors
Atlanta,
Georgia
|
$222K
|
–
|
–
|
–
|
|
|
64
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$192K
|
+$134K
|
+11,860
|
+247%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$190K
|
-$459K
|
-40,749
|
-71%
|
|
|
66
|
Stifel Financial
St. Louis,
Missouri
|
$169K
|
-$23.5K
|
-2,084
|
-12%
|
|
|
67
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$160K
|
+$1.04K
|
+92
|
+0.7%
|
|
|
68
|
Corient Private Wealth
Miami,
Florida
|
$158K
|
+$6.73K
|
+597
|
+5%
|
|
|
69
|
Snowden Capital Advisors
New York
|
$157K
|
-$1.26K
|
-112
|
-0.8%
|
|
|
70
|
Alpha Cubed Investments
Irvine,
California
|
$153K
|
–
|
–
|
–
|
|
|
71
|
Raymond James & Associates
St Petersburg,
Florida
|
$152K
|
-$17.5K
|
-1,548
|
-11%
|
|
|
72
|
EP Wealth Advisors
Torrance,
California
|
$148K
|
–
|
–
|
–
|
|
|
73
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$147K
|
–
|
–
|
–
|
|
|
74
|
Envestnet Asset Management
Chicago,
Illinois
|
$146K
|
-$1.18M
|
-104,474
|
-89%
|
|
|
75
|
Golden State Equity Partners
South Coast Metro,
California
|
$140K
|
–
|
–
|
–
|
|
