|
51
|
Tortoise Investment Management
White Plains,
New York
|
$534K
|
+$387K
|
+34,856
|
+256%
|
|
|
52
|
Everett Harris & Co
Los Angeles,
California
|
$506K
|
–
|
–
|
–
|
|
|
53
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$480K
|
+$27.1K
|
+2,439
|
+6%
|
|
|
54
|
Cooper Financial Group
Irvine,
California
|
$479K
|
+$2.54K
|
+229
|
+0.5%
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$449K
|
+$47.2K
|
+4,246
|
+12%
|
|
|
56
|
HighTower Advisors
Chicago,
Illinois
|
$420K
|
-$6.61K
|
-595
|
-2%
|
|
|
57
|
Core Wealth Partners
Santa Rosa,
California
|
$413K
|
+$417K
|
+37,543
|
New
|
|
|
58
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$401K
|
+$66.2K
|
+5,953
|
+20%
|
|
|
59
|
Atria Wealth Solutions
New York
|
$385K
|
-$448K
|
-40,339
|
-54%
|
|
|
60
|
Destination Wealth Management
Walnut Creek,
California
|
$368K
|
-$143K
|
-12,841
|
-28%
|
|
|
61
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$358K
|
+$71.2K
|
+6,409
|
+25%
|
|
|
62
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$349K
|
+$353K
|
+31,727
|
New
|
|
|
63
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$296K
|
-$31.9K
|
-2,868
|
-10%
|
|
|
64
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$294K
|
-$12.3K
|
-1,109
|
-4%
|
|
|
65
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$293K
|
+$296K
|
+26,600
|
New
|
|
|
66
|
|
$289K
|
+$67.1K
|
+6,033
|
+30%
|
|
|
67
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$289K
|
-$88.1K
|
-7,922
|
-23%
|
|
|
68
|
Weinberger Asset Management
Los Angeles,
California
|
$260K
|
–
|
–
|
–
|
|
|
69
|
MKT Advisors
Escondido,
California
|
$255K
|
–
|
–
|
–
|
|
|
70
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$251K
|
+$25K
|
+2,245
|
+11%
|
|
|
71
|
First American Trust
Santa Ana,
California
|
$231K
|
–
|
–
|
–
|
|
|
72
|
WhitTier Trust Company
Reno,
Nevada
|
$229K
|
-$43K
|
-3,872
|
-16%
|
|
|
73
|
Choate Investment Advisors
Boston,
Massachusetts
|
$226K
|
–
|
–
|
–
|
|
|
74
|
Benedetti & Gucer
Atlanta,
Georgia
|
$208K
|
+$210K
|
+18,871
|
New
|
|
|
75
|
Parallel Advisors
San Francisco,
California
|
$204K
|
–
|
–
|
–
|
|
