|
51
|
AJ Wealth Strategies
New York
|
$4.19M
|
+$12.1K
|
+213
|
+0.3%
|
|
|
52
|
Spinnaker Investment Group
Newport Beach,
California
|
$4.14M
|
-$16.5K
|
-290
|
-0.4%
|
|
|
53
|
SteelPeak Wealth
Woodland Hills,
California
|
$4.06M
|
+$1.18M
|
+20,720
|
+41%
|
|
|
54
|
Creative Capital Management Investments
San Diego,
California
|
$4.03M
|
+$9.96K
|
+175
|
+0.3%
|
|
|
55
|
TIAA FSB
Jacksonville,
Florida
|
$4.02M
|
+$3.98M
|
+69,961
|
New
|
|
|
56
|
Whittier Trust
South Pasadena,
California
|
$3.99M
|
-$324K
|
-5,692
|
-8%
|
|
|
57
|
Atria Wealth Solutions
New York
|
$3.78M
|
+$290K
|
+5,095
|
+8%
|
|
|
58
|
Omega Financial Group
Santa Barbara,
California
|
$3.54M
|
+$511K
|
+8,987
|
+17%
|
|
|
59
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.5M
|
+$222K
|
+3,900
|
+7%
|
|
|
60
|
Clark Asset Management
Stratham,
New Hampshire
|
$3.48M
|
+$13.2K
|
+232
|
+0.4%
|
|
|
61
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.33M
|
-$119K
|
-2,084
|
-3%
|
|
|
62
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.97M
|
+$1.2M
|
+21,086
|
+69%
|
|
|
63
|
Evanson Asset Management
Carmel,
California
|
$2.89M
|
+$5.46K
|
+96
|
+0.2%
|
|
|
64
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.87M
|
-$24.8K
|
-436
|
-0.9%
|
|
|
65
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.85M
|
+$34.3K
|
+603
|
+1%
|
|
|
66
|
First American Trust
Santa Ana,
California
|
$2.6M
|
+$251K
|
+4,417
|
+11%
|
|
|
67
|
Towerpoint Wealth
Sacramento,
California
|
$2.52M
|
-$229K
|
-4,029
|
-8%
|
|
|
68
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.5M
|
+$479K
|
+8,421
|
+24%
|
|
|
69
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.4M
|
-$988K
|
-17,368
|
-29%
|
|
|
70
|
HighTower Advisors
Chicago,
Illinois
|
$2.38M
|
+$6.94K
|
+122
|
+0.3%
|
|
|
71
|
Running Point Capital Advisors
El Segundo,
California
|
$2.03M
|
–
|
–
|
–
|
|
|
72
|
Leisure Capital Management
Costa Mesa,
California
|
$2.02M
|
-$2.37M
|
-41,717
|
-54%
|
|
|
73
|
Rinkey Investments
San Diego,
California
|
$1.99M
|
+$196K
|
+3,440
|
+11%
|
|
|
74
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.91M
|
-$110K
|
-1,933
|
-5%
|
|
|
75
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.89M
|
-$307K
|
-5,394
|
-14%
|
|
