|
26
|
Diligent Investors
Redlands,
California
|
$667K
|
+$891
|
+77
|
+0.1%
|
|
|
27
|
Apriem Advisors
Irvine,
California
|
$625K
|
–
|
–
|
–
|
|
|
28
|
Bank of New York Mellon
New York
|
$543K
|
+$517K
|
+44,717
|
New
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$501K
|
+$173K
|
+14,924
|
+57%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$470K
|
+$14.4K
|
+1,241
|
+3%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$458K
|
+$88K
|
+7,610
|
+25%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$456K
|
+$35.1K
|
+3,035
|
+9%
|
|
|
33
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$436K
|
+$220
|
+19
|
+0.1%
|
|
|
34
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$402K
|
-$4.68K
|
-405
|
-1%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$398K
|
+$185K
|
+15,995
|
+95%
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$374K
|
-$9.4K
|
-813
|
-3%
|
|
|
37
|
Lazari Capital Management
Woodland Hills,
California
|
$349K
|
–
|
–
|
–
|
|
|
38
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$296K
|
+$69
|
+6
|
+0%
|
|
|
39
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$288K
|
-$23.8K
|
-2,057
|
-8%
|
|
|
40
|
Strait & Sound Wealth Management
San Francisco,
California
|
$263K
|
–
|
–
|
–
|
|
|
41
|
|
$257K
|
–
|
–
|
–
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$253K
|
+$590
|
+51
|
+0.2%
|
|
|
43
|
D.A. Davidson & Co
Great Falls,
Montana
|
$251K
|
-$3.92K
|
-339
|
-2%
|
|
|
44
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$237K
|
–
|
–
|
–
|
|
|
45
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$225K
|
-$24.6K
|
-2,123
|
-10%
|
|
|
46
|
Core Wealth Partners
Santa Rosa,
California
|
$224K
|
–
|
–
|
–
|
|
|
47
|
Snowden Capital Advisors
New York
|
$220K
|
+$209K
|
+18,039
|
New
|
|
|
48
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
49
|
Pure Financial Advisors
San Diego,
California
|
$208K
|
–
|
–
|
–
|
|
|
50
|
Perigon Wealth Management
San Francisco,
California
|
$206K
|
-$15.2K
|
-1,315
|
-7%
|
|
