|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
+$136K
|
+2,334
|
+6%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.19M
|
+$251K
|
+4,317
|
+13%
|
|
|
28
|
Perigon Wealth Management
San Francisco,
California
|
$2.18M
|
+$2.03M
|
+34,933
|
+1,546%
|
|
|
29
|
Epstein & White Financial
San Diego,
California
|
$1.78M
|
+$1.13M
|
+19,427
|
+176%
|
|
|
30
|
Bank of New York Mellon
New York
|
$1.71M
|
+$1.37M
|
+23,568
|
+420%
|
|
|
31
|
Towerpoint Wealth
Sacramento,
California
|
$1.67M
|
+$441K
|
+7,580
|
+36%
|
|
|
32
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.57M
|
+$14.4K
|
+247
|
+0.9%
|
|
|
33
|
Garde Capital
Seattle,
Washington
|
$1.56M
|
+$63.6K
|
+1,092
|
+4%
|
|
|
34
|
Evanson Asset Management
Carmel,
California
|
$1.48M
|
+$1.47M
|
+25,229
|
New
|
|
|
35
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.31M
|
-$51.2K
|
-880
|
-4%
|
|
|
36
|
Bank of the West
Monterey Park,
California
|
$1.31M
|
+$1.3M
|
+22,338
|
New
|
|
|
37
|
|
$1.26M
|
+$1.25M
|
+21,482
|
New
|
|
|
38
|
AJ Wealth Strategies
New York
|
$1.16M
|
+$83.4K
|
+1,432
|
+8%
|
|
|
39
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
40
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.01M
|
+$17.5K
|
+300
|
+2%
|
|
|
41
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.01M
|
+$17.5K
|
+300
|
+2%
|
|
|
42
|
KCS Wealth Advisory
Los Angeles,
California
|
$958K
|
-$230K
|
-3,945
|
-19%
|
|
|
43
|
|
$887K
|
-$2.85K
|
-49
|
-0.3%
|
|
|
44
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$870K
|
+$871K
|
+14,960
|
New
|
|
|
45
|
Corient Capital Partners
Newport Beach,
California
|
$822K
|
+$128K
|
+2,200
|
+19%
|
|
|
46
|
|
$784K
|
-$32.6K
|
-560
|
-4%
|
|
|
47
|
|
$778K
|
-$4.78K
|
-82
|
-0.6%
|
|
|
48
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$676K
|
–
|
–
|
–
|
|
|
49
|
Whittier Trust
South Pasadena,
California
|
$640K
|
–
|
–
|
–
|
|
|
50
|
Winfield Associates
Cleveland,
Ohio
|
$637K
|
–
|
–
|
–
|
|
