|
51
|
Sweeney & Michel
Chico,
California
|
$552K
|
+$99.8K
|
+4,000
|
+22%
|
|
|
52
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$542K
|
+$539K
|
+21,609
|
New
|
|
|
53
|
Mission Wealth Management
Santa Barbara,
California
|
$532K
|
-$100
|
-4
|
-0%
|
|
|
54
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$532K
|
+$78.3K
|
+3,136
|
+17%
|
|
|
55
|
Global Retirement Partners
San Rafael,
California
|
$530K
|
+$12.5K
|
+500
|
+2%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$494K
|
–
|
–
|
–
|
|
|
57
|
TownSquare Capital
Provo,
Utah
|
$475K
|
+$472K
|
+18,931
|
New
|
|
|
58
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$437K
|
-$6.54K
|
-262
|
-1%
|
|
|
59
|
Stifel Financial
St. Louis,
Missouri
|
$436K
|
-$34.9K
|
-1,400
|
-7%
|
|
|
60
|
Avantax Advisory Services
Dallas,
Texas
|
$417K
|
+$9.98K
|
+400
|
+2%
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$410K
|
+$18.1K
|
+725
|
+5%
|
|
|
62
|
NewEdge Advisors
New Orleans,
Louisiana
|
$404K
|
+$402K
|
+16,111
|
New
|
|
|
63
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$378K
|
-$5.07K
|
-203
|
-1%
|
|
|
64
|
Waddell & Associates
Memphis,
Tennessee
|
$354K
|
–
|
–
|
–
|
|
|
65
|
Charles Schwab
San Francisco,
California
|
$327K
|
-$243M
|
-9,727,414
|
-100%
|
|
|
66
|
GAMMA Investing
Foster City,
California
|
$269K
|
+$267K
|
+10,709
|
New
|
|
|
67
|
Steward Partners Investment Advisory
New York
|
$257K
|
+$256K
|
+10,250
|
New
|
|
|
68
|
Laurel Wealth Planning
Edina,
Minnesota
|
$250K
|
–
|
–
|
–
|
|
|
69
|
Southland Equity Partners
Wildwood,
Missouri
|
$250K
|
–
|
–
|
–
|
|
|
70
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$246K
|
-$296K
|
-11,844
|
-55%
|
|
|
71
|
Corient Private Wealth
Miami,
Florida
|
$244K
|
–
|
–
|
–
|
|
|
72
|
Axxcess Wealth Management
Carlsbad,
California
|
$243K
|
-$49.9K
|
-2,000
|
-17%
|
|
|
73
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$236K
|
–
|
–
|
–
|
|
|
74
|
Heritage Wealth Management (California)
San Diego,
California
|
$211K
|
+$3.99K
|
+160
|
+2%
|
|
|
75
|
MYeCFO
La Jolla,
California
|
$211K
|
–
|
–
|
–
|
|
