|
51
|
|
$1.63M
|
-$27.5K
|
-449
|
-2%
|
|
|
52
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
53
|
Evanson Asset Management
Carmel,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
54
|
|
$1.54M
|
-$38.8K
|
-634
|
-2%
|
|
|
55
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.39M
|
+$40.9K
|
+668
|
+3%
|
|
|
56
|
Elm Advisors
Burlingame,
California
|
$1.34M
|
+$1.53K
|
+25
|
+0.1%
|
|
|
57
|
Credit Suisse
Zurich,
Switzerland
|
$1.23M
|
+$1.22M
|
+20,000
|
New
|
|
|
58
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1.22M
|
+$25.1K
|
+411
|
+2%
|
|
|
59
|
AJ Wealth Strategies
New York
|
$1.21M
|
–
|
–
|
–
|
|
|
60
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.21M
|
+$193K
|
+3,159
|
+19%
|
|
|
61
|
United Capital Financial Advisors
Irving,
Texas
|
$1.2M
|
+$99.9K
|
+1,633
|
+9%
|
|
|
62
|
Columbia Trust
Portland,
Oregon
|
$1.15M
|
+$1.15M
|
+18,850
|
New
|
|
|
63
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.15M
|
–
|
–
|
–
|
|
|
64
|
Bank of the West
Monterey Park,
California
|
$1.11M
|
-$170K
|
-2,776
|
-13%
|
|
|
65
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.08M
|
+$150K
|
+2,458
|
+16%
|
|
|
66
|
AssetMark Inc
Concord,
California
|
$1.07M
|
+$506K
|
+8,276
|
+90%
|
|
|
67
|
RHS Financial
San Francisco,
California
|
$1.06M
|
-$55.2K
|
-902
|
-5%
|
|
|
68
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.06M
|
+$121K
|
+1,973
|
+13%
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$1.05M
|
+$404K
|
+6,601
|
+62%
|
|
|
70
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.03M
|
-$30.6K
|
-500
|
-3%
|
|
|
71
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$991K
|
+$5.81K
|
+95
|
+0.6%
|
|
|
72
|
NewFocus Financial Group
Vancouver,
Washington
|
$922K
|
-$16.9K
|
-277
|
-2%
|
|
|
73
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$913K
|
-$22.2K
|
-363
|
-2%
|
|
|
74
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$895K
|
+$54.9K
|
+897
|
+7%
|
|
|
75
|
Capital One National Association
New York
|
$884K
|
+$883K
|
+14,435
|
New
|
|
