|
26
|
Mraz Amerine & Associates
Modesto,
California
|
$707K
|
+$365K
|
+7,030
|
+132%
|
|
|
27
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$544K
|
–
|
–
|
–
|
|
|
28
|
Wealth Architects
Mountain View,
California
|
$526K
|
+$478K
|
+9,215
|
New
|
|
|
29
|
Sage Rhino Capital
Menlo Park,
California
|
$470K
|
–
|
–
|
–
|
|
|
30
|
Northwest Wealth Management
Spencer,
Iowa
|
$443K
|
+$402K
|
+7,758
|
New
|
|
|
31
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$427K
|
+$17.9K
|
+345
|
+5%
|
|
|
32
|
Cardinal Point Wealth Management
Irvine,
California
|
$408K
|
+$375K
|
+7,225
|
New
|
|
|
33
|
Evanson Asset Management
Carmel,
California
|
$386K
|
–
|
–
|
–
|
|
|
34
|
TCI Wealth Advisors
Tucson,
Arizona
|
$373K
|
+$319K
|
+6,160
|
+1,630%
|
|
|
35
|
Gradient Capital Advisors
San Diego,
California
|
$301K
|
+$273K
|
+5,270
|
New
|
|
|
36
|
CreativeOne Wealth
Overland Park,
Kansas
|
$272K
|
+$247K
|
+4,759
|
New
|
|
|
37
|
Tortoise Investment Management
White Plains,
New York
|
$252K
|
+$1.97K
|
+38
|
+0.9%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$236K
|
+$215K
|
+4,141
|
New
|
|
|
39
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$231K
|
+$210K
|
+4,050
|
New
|
|
|
40
|
Perigon Wealth Management
San Francisco,
California
|
$188K
|
+$171K
|
+3,295
|
New
|
|
|
41
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$79K
|
+$71.9K
|
+1,386
|
New
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$15K
|
+$13.4K
|
+259
|
New
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$4K
|
+$3.89K
|
+75
|
New
|
|
|
44
|
Advanced Research Investment Solutions
Los Angeles,
California
|
–
|
-$102K
|
-2,148
|
Closed
|
|
