|
51
|
Creative Planning
Overland Park,
Kansas
|
$415K
|
+$225K
|
+21,739
|
+132%
|
|
|
52
|
Farther Finance Advisors
San Francisco,
California
|
$364K
|
-$15.6K
|
-1,500
|
-4%
|
|
|
53
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$338K
|
+$77.7K
|
+7,494
|
+32%
|
|
|
54
|
Steward Partners Investment Advisory
New York
|
$323K
|
+$23.9K
|
+2,300
|
+8%
|
|
|
55
|
RB Capital Management
Reno,
Nevada
|
$316K
|
+$4.08K
|
+393
|
+1%
|
|
|
56
|
LM Advisors
San Diego,
California
|
$278K
|
-$34K
|
-3,280
|
-11%
|
|
|
57
|
SteelPeak Wealth
Woodland Hills,
California
|
$275K
|
–
|
–
|
–
|
|
|
58
|
Equitable Holdings
New York
|
$270K
|
+$16K
|
+1,544
|
+7%
|
|
|
59
|
Keystone Wealth Services
Palm Desert,
California
|
$266K
|
–
|
–
|
–
|
|
|
60
|
Rareview Capital
Las Vegas,
Nevada
|
$261K
|
+$249
|
+24
|
+0.1%
|
|
|
61
|
Tempus Wealth Planning
Irvine,
California
|
$257K
|
–
|
–
|
–
|
|
|
62
|
Vivaldi Capital Management
Chicago,
Illinois
|
$251K
|
+$124
|
+12
|
+0.1%
|
|
|
63
|
Strategic Advocates
Logan,
Utah
|
$245K
|
–
|
–
|
–
|
|
|
64
|
Oppenheimer & Co
New York
|
$227K
|
+$41.3K
|
+3,986
|
+24%
|
|
|
65
|
Capital Investment Advisors
Atlanta,
Georgia
|
$203K
|
+$25.9K
|
+2,500
|
+15%
|
|
|
66
|
Westshore Wealth
Newport Beach,
California
|
$200K
|
+$191K
|
+18,410
|
New
|
|
|
67
|
Corient Private Wealth
Miami,
Florida
|
$196K
|
-$7.78K
|
-750
|
-4%
|
|
|
68
|
NWF Advisory Services
Los Angeles,
California
|
$194K
|
+$3.97K
|
+383
|
+2%
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$181K
|
+$14.6K
|
+1,412
|
+9%
|
|
|
70
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$180K
|
–
|
–
|
–
|
|
|
71
|
Perigon Wealth Management
San Francisco,
California
|
$167K
|
–
|
–
|
–
|
|
|
72
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$165K
|
+$21.1K
|
+2,030
|
+15%
|
|
|
73
|
First Foundation Advisors
Irvine,
California
|
$162K
|
+$155K
|
+14,963
|
New
|
|
|
74
|
|
$155K
|
-$514K
|
-49,577
|
-78%
|
|
|
75
|
Realta Investment Advisors
Wilmington,
Delaware
|
$148K
|
–
|
–
|
–
|
|
