|
51
|
Farther Finance Advisors
San Francisco,
California
|
$380K
|
+$60.5K
|
+5,586
|
+19%
|
|
|
52
|
LM Advisors
San Diego,
California
|
$362K
|
-$26.5K
|
-2,450
|
-7%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$340K
|
+$171K
|
+15,768
|
+99%
|
|
|
54
|
RB Capital Management
Reno,
Nevada
|
$311K
|
+$4.18K
|
+386
|
+1%
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$294K
|
+$18.4K
|
+1,700
|
+7%
|
|
|
56
|
Rareview Capital
Las Vegas,
Nevada
|
$292K
|
-$6.89K
|
-636
|
-2%
|
|
|
57
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$273K
|
-$26.4K
|
-2,436
|
-9%
|
|
|
58
|
SteelPeak Wealth
Woodland Hills,
California
|
$272K
|
+$20.2K
|
+1,867
|
+8%
|
|
|
59
|
Keystone Wealth Services
Palm Desert,
California
|
$263K
|
–
|
–
|
–
|
|
|
60
|
Tortoise Investment Management
White Plains,
New York
|
$260K
|
–
|
–
|
–
|
|
|
61
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$254K
|
+$113K
|
+10,400
|
+78%
|
|
|
62
|
Tempus Wealth Planning
Irvine,
California
|
$253K
|
–
|
–
|
–
|
|
|
63
|
Vivaldi Capital Management
Chicago,
Illinois
|
$248K
|
+$87
|
+8
|
+0%
|
|
|
64
|
Strategic Advocates
Logan,
Utah
|
$242K
|
–
|
–
|
–
|
|
|
65
|
Axxcess Wealth Management
Carlsbad,
California
|
$241K
|
–
|
–
|
–
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$239K
|
–
|
–
|
–
|
|
|
67
|
Corient Private Wealth
Miami,
Florida
|
$229K
|
–
|
–
|
–
|
|
|
68
|
Capital Investment Advisors
Atlanta,
Georgia
|
$201K
|
-$5.9K
|
-545
|
-3%
|
|
|
69
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$193K
|
+$195K
|
+18,000
|
New
|
|
|
70
|
Oppenheimer & Co
New York
|
$188K
|
+$58.2K
|
+5,377
|
+44%
|
|
|
71
|
NWF Advisory Services
Los Angeles,
California
|
$181K
|
+$55.8K
|
+5,156
|
+44%
|
|
|
72
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$172K
|
–
|
–
|
–
|
|
|
73
|
Perigon Wealth Management
San Francisco,
California
|
$164K
|
–
|
–
|
–
|
|
|
74
|
EP Wealth Advisors
Torrance,
California
|
$163K
|
-$27.7K
|
-2,555
|
-14%
|
|
|
75
|
Stifel Financial
St. Louis,
Missouri
|
$160K
|
+$1.02K
|
+94
|
+0.6%
|
|
