|
26
|
Bank of America
Charlotte,
North Carolina
|
$520K
|
-$6.83K
|
-516
|
-1%
|
|
|
27
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$493K
|
-$198
|
-15
|
-0%
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$462K
|
+$19.3K
|
+1,456
|
+4%
|
|
|
29
|
Diligent Investors
Redlands,
California
|
$450K
|
+$1.53K
|
+116
|
+0.4%
|
|
|
30
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$410K
|
-$35.1K
|
-2,649
|
-8%
|
|
|
31
|
|
$399K
|
+$96.6K
|
+7,298
|
+33%
|
|
|
32
|
Lazari Capital Management
Woodland Hills,
California
|
$391K
|
–
|
–
|
–
|
|
|
33
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$353K
|
-$1.35K
|
-102
|
-0.4%
|
|
|
34
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$341K
|
+$93
|
+7
|
+0%
|
|
|
35
|
Strait & Sound Wealth Management
San Francisco,
California
|
$299K
|
–
|
–
|
–
|
|
|
36
|
Western Wealth Management
Golden,
Colorado
|
$288K
|
+$281K
|
+21,220
|
New
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$285K
|
+$1.03K
|
+78
|
+0.4%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$273K
|
+$31.2K
|
+2,357
|
+13%
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$253K
|
+$2.01K
|
+152
|
+0.8%
|
|
|
40
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$252K
|
+$609
|
+46
|
+0.2%
|
|
|
41
|
Alpha Financial Partners
Lexington,
Kentucky
|
$252K
|
+$246K
|
+18,579
|
New
|
|
|
42
|
Core Wealth Partners
Santa Rosa,
California
|
$250K
|
–
|
–
|
–
|
|
|
43
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$233K
|
–
|
–
|
–
|
|
|
44
|
Pure Financial Advisors
San Diego,
California
|
$232K
|
-$50.5K
|
-3,815
|
-18%
|
|
|
45
|
Perigon Wealth Management
San Francisco,
California
|
$230K
|
–
|
–
|
–
|
|
|
46
|
Snowden Capital Advisors
New York
|
$217K
|
+$2.09K
|
+158
|
+1%
|
|
|
47
|
D.A. Davidson & Co
Great Falls,
Montana
|
$207K
|
–
|
–
|
–
|
|
|
48
|
Atria Wealth Solutions
New York
|
$198K
|
–
|
–
|
–
|
|
|
49
|
Camelot Technology Advisors
San Francisco,
California
|
$197K
|
–
|
–
|
–
|
|
|
50
|
Mutual Advisors
Omaha,
Nebraska
|
$187K
|
–
|
–
|
–
|
|
