|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$439K
|
-$20.4K
|
-1,552
|
-4%
|
|
|
27
|
Diligent Investors
Redlands,
California
|
$421K
|
+$2.07K
|
+158
|
+0.5%
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$387K
|
-$43.7K
|
-3,331
|
-10%
|
|
|
29
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$381K
|
–
|
–
|
–
|
|
|
30
|
Lazari Capital Management
Woodland Hills,
California
|
$364K
|
–
|
–
|
–
|
|
|
31
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$361K
|
+$33.1K
|
+2,527
|
+10%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$357K
|
-$131K
|
-10,000
|
-26%
|
|
|
33
|
|
$354K
|
-$17.3K
|
-1,322
|
-5%
|
|
|
34
|
Cypress Wealth Services
Palm Desert,
California
|
$341K
|
+$354K
|
+26,989
|
New
|
|
|
35
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$322K
|
+$118
|
+9
|
+0%
|
|
|
36
|
Western Wealth Management
Golden,
Colorado
|
$322K
|
+$55.4K
|
+4,226
|
+20%
|
|
|
37
|
Strait & Sound Wealth Management
San Francisco,
California
|
$278K
|
–
|
–
|
–
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$266K
|
+$1.38K
|
+105
|
+0.5%
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$244K
|
+$8.66K
|
+660
|
+4%
|
|
|
40
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$242K
|
+$7.04K
|
+537
|
+3%
|
|
|
41
|
Core Wealth Partners
Santa Rosa,
California
|
$233K
|
–
|
–
|
–
|
|
|
42
|
FLC Capital Advisors
Palm Desert,
California
|
$226K
|
+$103K
|
+7,850
|
+79%
|
|
|
43
|
Snowden Capital Advisors
New York
|
$222K
|
+$22.8K
|
+1,739
|
+11%
|
|
|
44
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$217K
|
–
|
–
|
–
|
|
|
45
|
Pure Financial Advisors
San Diego,
California
|
$216K
|
–
|
–
|
–
|
|
|
46
|
Perigon Wealth Management
San Francisco,
California
|
$215K
|
–
|
–
|
–
|
|
|
47
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$204K
|
+$212K
|
+16,140
|
New
|
|
|
48
|
D.A. Davidson & Co
Great Falls,
Montana
|
$201K
|
+$8.27K
|
+630
|
+4%
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$185K
|
+$13.1K
|
+1,000
|
+7%
|
|
|
50
|
Atria Wealth Solutions
New York
|
$183K
|
–
|
–
|
–
|
|
