|
26
|
Kestra Advisory Services
Austin,
Texas
|
$480K
|
+$4.47K
|
+414
|
+1%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$432K
|
+$135K
|
+12,513
|
+50%
|
|
|
28
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$414K
|
+$194
|
+18
|
+0.1%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$398K
|
+$30.2K
|
+2,796
|
+9%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$389K
|
+$313K
|
+28,975
|
New
|
|
|
31
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$387K
|
-$95.1K
|
-8,803
|
-21%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$347K
|
-$120K
|
-11,085
|
-27%
|
|
|
33
|
Lazari Capital Management
Woodland Hills,
California
|
$332K
|
–
|
–
|
–
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$304K
|
-$10.4K
|
-960
|
-4%
|
|
|
35
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$297K
|
+$22.9K
|
+2,120
|
+9%
|
|
|
36
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$291K
|
+$54
|
+5
|
+0%
|
|
|
37
|
|
$254K
|
–
|
–
|
–
|
|
|
38
|
Strait & Sound Wealth Management
San Francisco,
California
|
$249K
|
–
|
–
|
–
|
|
|
39
|
D.A. Davidson & Co
Great Falls,
Montana
|
$242K
|
-$123K
|
-11,403
|
-35%
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$240K
|
+$14.4K
|
+1,333
|
+7%
|
|
|
41
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$238K
|
+$223K
|
+20,633
|
New
|
|
|
42
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$225K
|
-$11K
|
-1,018
|
-5%
|
|
|
43
|
Western Wealth Management
Golden,
Colorado
|
$225K
|
-$29.8K
|
-2,754
|
-12%
|
|
|
44
|
Core Wealth Partners
Santa Rosa,
California
|
$213K
|
–
|
–
|
–
|
|
|
45
|
Perigon Wealth Management
San Francisco,
California
|
$211K
|
-$70.1K
|
-6,488
|
-26%
|
|
|
46
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$198K
|
-$8.98K
|
-831
|
-5%
|
|
|
47
|
Pure Financial Advisors
San Diego,
California
|
$197K
|
–
|
–
|
–
|
|
|
48
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$193K
|
+$71.4K
|
+6,611
|
+65%
|
|
|
49
|
Atria Wealth Solutions
New York
|
$190K
|
+$21.6K
|
+2,000
|
+14%
|
|
|
50
|
Camelot Technology Advisors
San Francisco,
California
|
$167K
|
+$157K
|
+14,501
|
New
|
|
