|
26
|
Diligent Investors
Redlands,
California
|
$454K
|
+$27.9K
|
+2,338
|
+7%
|
|
|
27
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$441K
|
+$107
|
+9
|
+0%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$434K
|
-$14K
|
-1,169
|
-3%
|
|
|
29
|
Lazari Capital Management
Woodland Hills,
California
|
$364K
|
–
|
–
|
–
|
|
|
30
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$361K
|
+$12.5K
|
+1,047
|
+4%
|
|
|
31
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$355K
|
–
|
–
|
–
|
|
|
32
|
Mercer Global Advisors
Denver,
Colorado
|
$349K
|
+$328K
|
+27,511
|
New
|
|
|
33
|
|
$347K
|
–
|
–
|
–
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$314K
|
-$15.4K
|
-1,291
|
-5%
|
|
|
35
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$310K
|
–
|
–
|
–
|
|
|
36
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$290K
|
+$43.4K
|
+3,638
|
+19%
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$279K
|
+$10K
|
+838
|
+4%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$272K
|
–
|
–
|
–
|
|
|
39
|
Modern Wealth Management
Lenexa,
Kansas
|
$268K
|
–
|
–
|
–
|
|
|
40
|
Strait & Sound Wealth Management
San Francisco,
California
|
$265K
|
–
|
–
|
–
|
|
|
41
|
Stifel Financial
St. Louis,
Missouri
|
$252K
|
+$34.4K
|
+2,885
|
+17%
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$247K
|
+$2.56K
|
+214
|
+1%
|
|
|
43
|
Core Wealth Partners
Santa Rosa,
California
|
$233K
|
–
|
–
|
–
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$231K
|
-$8.14K
|
-682
|
-3%
|
|
|
45
|
D.A. Davidson & Co
Great Falls,
Montana
|
$229K
|
+$66K
|
+5,525
|
+44%
|
|
|
46
|
FLC Capital Advisors
Palm Desert,
California
|
$226K
|
–
|
–
|
–
|
|
|
47
|
Pure Financial Advisors
San Diego,
California
|
$217K
|
–
|
–
|
–
|
|
|
48
|
Perigon Wealth Management
San Francisco,
California
|
$215K
|
–
|
–
|
–
|
|
|
49
|
Comerica Bank
Dallas,
Texas
|
$213K
|
+$164K
|
+13,779
|
+459%
|
|
|
50
|
Snowden Capital Advisors
New York
|
$183K
|
+$48
|
+4
|
+0%
|
|
