|
76
|
North Berkeley Wealth Management
Berkeley,
California
|
$825K
|
–
|
–
|
–
|
|
|
77
|
Van Strum & Towne
San Francisco,
California
|
$758K
|
+$126K
|
+1,250
|
+20%
|
|
|
78
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$696K
|
+$707K
|
+7,023
|
New
|
|
|
79
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$681K
|
+$80.6K
|
+801
|
+13%
|
|
|
80
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$677K
|
–
|
–
|
–
|
|
|
81
|
SteelPeak Wealth
Woodland Hills,
California
|
$660K
|
-$806K
|
-8,010
|
-55%
|
|
|
82
|
Independent Financial Group
San Diego,
California
|
$637K
|
-$186K
|
-1,846
|
-22%
|
|
|
83
|
Envestnet Asset Management
Chicago,
Illinois
|
$588K
|
+$105K
|
+1,040
|
+21%
|
|
|
84
|
Keystone Wealth Services
Palm Desert,
California
|
$565K
|
+$2.11K
|
+21
|
+0.4%
|
|
|
85
|
Fidelity Investments
Boston,
Massachusetts
|
$564K
|
+$226K
|
+2,250
|
+65%
|
|
|
86
|
Stone Summit Wealth
Miami,
Florida
|
$562K
|
+$89.1K
|
+886
|
+19%
|
|
|
87
|
NavPoint Financial
Prior Lake,
Minnesota
|
$555K
|
+$104K
|
+1,029
|
+23%
|
|
|
88
|
International Assets Investment Management
Orlando,
Florida
|
$545K
|
+$252K
|
+2,500
|
+83%
|
|
|
89
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$539K
|
+$547K
|
+5,436
|
New
|
|
|
90
|
Tortoise Investment Management
White Plains,
New York
|
$517K
|
+$260K
|
+2,582
|
+98%
|
|
|
91
|
|
$513K
|
+$4.43K
|
+44
|
+0.9%
|
|
|
92
|
Argyle Capital Partners
Los Angeles,
California
|
$495K
|
–
|
–
|
–
|
|
|
93
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$495K
|
+$503K
|
+5,000
|
New
|
|
|
94
|
|
$488K
|
+$495K
|
+4,923
|
New
|
|
|
95
|
AlphaCore Capital
La Jolla,
California
|
$469K
|
+$476K
|
+4,734
|
New
|
|
|
96
|
Fiduciary Financial Group
San Rafael,
California
|
$464K
|
+$1.91K
|
+19
|
+0.4%
|
|
|
97
|
IEQ Capital
Foster City,
California
|
$455K
|
–
|
–
|
–
|
|
|
98
|
Elser Financial Planning
Indianapolis,
Indiana
|
$449K
|
-$7.14K
|
-71
|
-2%
|
|
|
99
|
Bridgewater Advisors
New York
|
$438K
|
-$657K
|
-6,534
|
-60%
|
|
|
100
|
Kaizen Financial Strategies
Campbell,
California
|
$436K
|
+$101K
|
+1,006
|
+30%
|
|
