|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$438K
|
+$64
|
+5
|
+0%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$436K
|
+$81.3K
|
+6,385
|
+23%
|
|
|
28
|
Diligent Investors
Redlands,
California
|
$420K
|
+$1.03K
|
+81
|
+0.2%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$384K
|
-$1.63K
|
-128
|
-0.4%
|
|
|
30
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$380K
|
–
|
–
|
–
|
|
|
31
|
Lazari Capital Management
Woodland Hills,
California
|
$362K
|
–
|
–
|
–
|
|
|
32
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$359K
|
+$229
|
+18
|
+0.1%
|
|
|
33
|
|
$345K
|
-$8.2K
|
-644
|
-2%
|
|
|
34
|
Cypress Wealth Services
Palm Desert,
California
|
$344K
|
+$4.09K
|
+321
|
+1%
|
|
|
35
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$305K
|
-$13.5K
|
-1,062
|
-4%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$303K
|
+$307K
|
+24,074
|
New
|
|
|
37
|
Strait & Sound Wealth Management
San Francisco,
California
|
$277K
|
–
|
–
|
–
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$266K
|
+$700
|
+55
|
+0.3%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$243K
|
+$99.4K
|
+7,810
|
+68%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$243K
|
–
|
–
|
–
|
|
|
41
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$241K
|
+$484
|
+38
|
+0.2%
|
|
|
42
|
Core Wealth Partners
Santa Rosa,
California
|
$232K
|
–
|
–
|
–
|
|
|
43
|
FLC Capital Advisors
Palm Desert,
California
|
$225K
|
–
|
–
|
–
|
|
|
44
|
Snowden Capital Advisors
New York
|
$223K
|
+$25
|
+2
|
+0%
|
|
|
45
|
Pure Financial Advisors
San Diego,
California
|
$215K
|
–
|
–
|
–
|
|
|
46
|
Perigon Wealth Management
San Francisco,
California
|
$213K
|
–
|
–
|
–
|
|
|
47
|
Stifel Financial
St. Louis,
Missouri
|
$212K
|
+$214K
|
+16,826
|
New
|
|
|
48
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$203K
|
–
|
–
|
–
|
|
|
49
|
D.A. Davidson & Co
Great Falls,
Montana
|
$200K
|
–
|
–
|
–
|
|
|
50
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$184K
|
–
|
–
|
–
|
|
