|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$454K
|
+$5.35K
|
+449
|
+1%
|
|
|
27
|
Diligent Investors
Redlands,
California
|
$413K
|
-$261K
|
-21,915
|
-40%
|
|
|
28
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$410K
|
-$3.54K
|
-297
|
-0.9%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$407K
|
-$104K
|
-8,733
|
-21%
|
|
|
30
|
Lazari Capital Management
Woodland Hills,
California
|
$360K
|
–
|
–
|
–
|
|
|
31
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$326K
|
+$28.6K
|
+2,400
|
+10%
|
|
|
32
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$319K
|
+$36
|
+3
|
+0%
|
|
|
33
|
|
$276K
|
–
|
–
|
–
|
|
|
34
|
Strait & Sound Wealth Management
San Francisco,
California
|
$275K
|
–
|
–
|
–
|
|
|
35
|
Evoke Wealth
Los Angeles,
California
|
$268K
|
-$1.55M
|
-129,792
|
-86%
|
|
|
36
|
Pure Financial Advisors
San Diego,
California
|
$262K
|
+$45.5K
|
+3,815
|
+22%
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$261K
|
+$679
|
+57
|
+0.3%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$243K
|
-$115K
|
-9,675
|
-34%
|
|
|
39
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$232K
|
+$274
|
+23
|
+0.1%
|
|
|
40
|
Core Wealth Partners
Santa Rosa,
California
|
$230K
|
–
|
–
|
–
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$222K
|
-$179K
|
-15,000
|
-46%
|
|
|
42
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$214K
|
–
|
–
|
–
|
|
|
43
|
Perigon Wealth Management
San Francisco,
California
|
$212K
|
–
|
–
|
–
|
|
|
44
|
Snowden Capital Advisors
New York
|
$198K
|
-$28K
|
-2,350
|
-13%
|
|
|
45
|
D.A. Davidson & Co
Great Falls,
Montana
|
$191K
|
-$64.5K
|
-5,412
|
-26%
|
|
|
46
|
Atria Wealth Solutions
New York
|
$183K
|
–
|
–
|
–
|
|
|
47
|
Camelot Technology Advisors
San Francisco,
California
|
$181K
|
–
|
–
|
–
|
|
|
48
|
Mutual Advisors
Omaha,
Nebraska
|
$177K
|
–
|
–
|
–
|
|
|
49
|
Nomura Holdings
Tokyo,
Japan
|
$174K
|
–
|
–
|
–
|
|
|
50
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$171K
|
–
|
–
|
–
|
|
