|
51
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.4M
|
+$758K
|
+12,200
|
+46%
|
|
|
52
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.33M
|
-$447K
|
-7,200
|
-16%
|
|
|
53
|
Orin Green Financial
San Diego,
California
|
$2.25M
|
+$158K
|
+2,548
|
+7%
|
|
|
54
|
|
$2.12M
|
-$7.83K
|
-126
|
-0.4%
|
|
|
55
|
Silicon Valley Capital Partners
San Jose,
California
|
$2.1M
|
+$2.09M
|
+33,634
|
New
|
|
|
56
|
Prospera Financial Services
Dallas,
Texas
|
$2.06M
|
+$329K
|
+5,300
|
+19%
|
|
|
57
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.03M
|
+$58.8K
|
+946
|
+3%
|
|
|
58
|
Covington Capital Management
Los Angeles,
California
|
$1.97M
|
+$69.6K
|
+1,120
|
+4%
|
|
|
59
|
Peninsula Wealth
San Francisco,
California
|
$1.86M
|
+$617K
|
+9,929
|
+50%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$1.82M
|
+$1.49K
|
+24
|
+0.1%
|
|
|
61
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.76M
|
+$6.96K
|
+112
|
+0.4%
|
|
|
62
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.73M
|
-$62.2K
|
-1,001
|
-3%
|
|
|
63
|
London & Capital Asset Management
London,
United Kingdom
|
$1.72M
|
–
|
–
|
–
|
|
|
64
|
United Capital Financial Advisors
Irving,
Texas
|
$1.69M
|
-$206K
|
-3,320
|
-11%
|
|
|
65
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.5M
|
-$937K
|
-15,087
|
-39%
|
|
|
66
|
Alpha Cubed Investments
Irvine,
California
|
$1.5M
|
+$994K
|
+16,000
|
+201%
|
|
|
67
|
|
$1.48M
|
-$694K
|
-11,176
|
-32%
|
|
|
68
|
One Capital Management
Westlake Village,
California
|
$1.47M
|
-$133K
|
-2,135
|
-8%
|
|
|
69
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.45M
|
-$70.3K
|
-1,131
|
-5%
|
|
|
70
|
Whittier Trust
South Pasadena,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
71
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.33M
|
+$555K
|
+8,927
|
+72%
|
|
|
72
|
RHS Financial
San Francisco,
California
|
$1.32M
|
-$631K
|
-10,149
|
-32%
|
|
|
73
|
Client First Capital
San Diego,
California
|
$1.3M
|
+$1.3M
|
+20,910
|
New
|
|
|
74
|
AllianceBernstein
Nashville,
Tennessee
|
$1.3M
|
-$14.4K
|
-231
|
-1%
|
|
|
75
|
Destination Wealth Management
Walnut Creek,
California
|
$1.28M
|
+$380K
|
+6,122
|
+42%
|
|
