|
51
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.18M
|
-$546K
|
-8,734
|
-20%
|
|
|
52
|
Curtis Advisory Group
Santa Barbara,
California
|
$2.14M
|
+$291K
|
+4,655
|
+16%
|
|
|
53
|
United Capital Financial Advisors
Irving,
Texas
|
$2.02M
|
+$61.1K
|
+978
|
+3%
|
|
|
54
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.88M
|
+$311K
|
+4,973
|
+20%
|
|
|
55
|
Principal Financial Group
Des Moines,
Iowa
|
$1.85M
|
–
|
–
|
–
|
|
|
56
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.8M
|
-$2.25K
|
-36
|
-0.1%
|
|
|
57
|
Covington Capital Management
Los Angeles,
California
|
$1.79M
|
+$72.2K
|
+1,155
|
+4%
|
|
|
58
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.76M
|
+$500
|
+8
|
+0%
|
|
|
59
|
RHS Financial
San Francisco,
California
|
$1.74M
|
+$724K
|
+11,587
|
+72%
|
|
|
60
|
London & Capital Asset Management
London,
United Kingdom
|
$1.73M
|
–
|
–
|
–
|
|
|
61
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.71M
|
+$1.71M
|
+27,376
|
New
|
|
|
62
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.65M
|
–
|
–
|
–
|
|
|
63
|
One Capital Management
Westlake Village,
California
|
$1.62M
|
-$71.8K
|
-1,148
|
-4%
|
|
|
64
|
Mercer Global Advisors
Denver,
Colorado
|
$1.61M
|
-$130K
|
-2,087
|
-8%
|
|
|
65
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.55M
|
-$79.2K
|
-1,267
|
-5%
|
|
|
66
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.54M
|
-$60.3K
|
-964
|
-4%
|
|
|
67
|
Financial Management Network
Mission Viejo,
California
|
$1.53M
|
-$147K
|
-2,350
|
-9%
|
|
|
68
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.52M
|
+$470K
|
+7,520
|
+45%
|
|
|
69
|
|
$1.51M
|
-$106K
|
-1,703
|
-7%
|
|
|
70
|
Personal Capital Advisors
Redwood City,
California
|
$1.46M
|
-$23.4K
|
-375
|
-2%
|
|
|
71
|
Whittier Trust
South Pasadena,
California
|
$1.41M
|
–
|
–
|
–
|
|
|
72
|
First American Trust
Santa Ana,
California
|
$1.31M
|
+$1.31M
|
+20,985
|
New
|
|
|
73
|
AllianceBernstein
Nashville,
Tennessee
|
$1.3M
|
+$281K
|
+4,500
|
+28%
|
|
|
74
|
Mariner
Overland Park,
Kansas
|
$1.28M
|
+$1.28M
|
+20,449
|
New
|
|
|
75
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1.28M
|
+$250
|
+4
|
+0%
|
|
