|
101
|
Payden & Rygel
Los Angeles,
California
|
$714K
|
–
|
–
|
–
|
|
|
102
|
MA Private Wealth
San Carlos,
California
|
$705K
|
+$669K
|
+30,279
|
New
|
|
|
103
|
World Investment Advisors
Santa Barbara,
California
|
$700K
|
+$113K
|
+5,108
|
+20%
|
|
|
104
|
Willow Creek Wealth Management
Sebastopol,
California
|
$685K
|
+$508
|
+23
|
+0.1%
|
|
|
105
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$676K
|
+$13K
|
+590
|
+2%
|
|
|
106
|
Procyon Advisors
Shelton,
Connecticut
|
$673K
|
+$79K
|
+3,574
|
+14%
|
|
|
107
|
Wealth Alliance
Mellville,
New York
|
$673K
|
+$288K
|
+13,009
|
+82%
|
|
|
108
|
Private Wealth Management Group
Princeton,
New Jersey
|
$653K
|
+$620K
|
+28,056
|
New
|
|
|
109
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$649K
|
+$5.17K
|
+234
|
+0.8%
|
|
|
110
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$638K
|
+$606K
|
+27,417
|
New
|
|
|
111
|
PFG Advisors
Phoenix,
Arizona
|
$607K
|
-$11.6K
|
-525
|
-2%
|
|
|
112
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$604K
|
+$156K
|
+7,075
|
+37%
|
|
|
113
|
Beacon Financial Group
Dallas,
Texas
|
$597K
|
+$567K
|
+25,634
|
New
|
|
|
114
|
Avantax Advisory Services
Dallas,
Texas
|
$561K
|
+$48.4K
|
+2,188
|
+10%
|
|
|
115
|
HighTower Advisors
Chicago,
Illinois
|
$558K
|
+$157K
|
+7,099
|
+42%
|
|
|
116
|
Larson Financial Group
St Louis,
Missouri
|
$543K
|
-$4.38K
|
-198
|
-0.8%
|
|
|
117
|
Neumann Capital Management
Foster City,
California
|
$542K
|
+$44.2K
|
+2,000
|
+9%
|
|
|
118
|
Farther Finance Advisors
San Francisco,
California
|
$515K
|
+$244K
|
+11,037
|
+100%
|
|
|
119
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$506K
|
-$202K
|
-9,131
|
-30%
|
|
|
120
|
Whittier Trust
South Pasadena,
California
|
$486K
|
+$8.09K
|
+366
|
+2%
|
|
|
121
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$484K
|
–
|
–
|
–
|
|
|
122
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$478K
|
+$256K
|
+11,600
|
+130%
|
|
|
123
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$475K
|
+$86.7K
|
+3,921
|
+24%
|
|
|
124
|
CIBC World Market
Toronto,
Ontario, Canada
|
$465K
|
–
|
–
|
–
|
|
|
125
|
Venturi Wealth Management
Austin,
Texas
|
$463K
|
+$77.2K
|
+3,491
|
+21%
|
|
