|
51
|
Traveka Wealth
Los Altos,
California
|
$5.42M
|
+$117K
|
+2,029
|
+2%
|
|
|
52
|
Parallel Advisors
San Francisco,
California
|
$5.29M
|
+$72.6K
|
+1,259
|
+1%
|
|
|
53
|
Renaissance Technologies
New York
|
$5.25M
|
-$9.33M
|
-161,620
|
-64%
|
|
|
54
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.14M
|
-$479K
|
-8,302
|
-9%
|
|
|
55
|
Bank of Stockton
Stockton,
California
|
$4.97M
|
-$2.6K
|
-45
|
-0.1%
|
|
|
56
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.91M
|
–
|
–
|
–
|
|
|
57
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.88M
|
-$23.7K
|
-410
|
-0.5%
|
|
|
58
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.87M
|
+$1.53M
|
+26,566
|
+46%
|
|
|
59
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$4.76M
|
–
|
–
|
–
|
|
|
60
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.31M
|
-$34.2K
|
-593
|
-0.8%
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$4.3M
|
+$360K
|
+6,242
|
+9%
|
|
|
62
|
Whittier Trust
South Pasadena,
California
|
$4.27M
|
+$715K
|
+12,386
|
+20%
|
|
|
63
|
Lodestar Private Asset Management
Alamo,
California
|
$3.97M
|
+$127K
|
+2,195
|
+3%
|
|
|
64
|
First American Trust
Santa Ana,
California
|
$3.9M
|
+$134K
|
+2,317
|
+4%
|
|
|
65
|
Westfuller Advisors
New York
|
$3.64M
|
+$3.65M
|
+63,226
|
New
|
|
|
66
|
Elmwood Wealth Management
Berkeley,
California
|
$3.62M
|
+$592K
|
+10,268
|
+20%
|
|
|
67
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.54M
|
-$3.44M
|
-59,647
|
-49%
|
|
|
68
|
Omega Financial Group
Santa Barbara,
California
|
$3.51M
|
+$163K
|
+2,827
|
+5%
|
|
|
69
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.47M
|
+$344K
|
+5,963
|
+11%
|
|
|
70
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.31M
|
-$9.4K
|
-163
|
-0.3%
|
|
|
71
|
Spinnaker Investment Group
Newport Beach,
California
|
$3.3M
|
+$311K
|
+5,385
|
+10%
|
|
|
72
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$3.26M
|
+$981K
|
+17,002
|
+43%
|
|
|
73
|
United Capital Financial Advisors
Irving,
Texas
|
$3.23M
|
-$363K
|
-6,294
|
-10%
|
|
|
74
|
Bell Investment Advisors
Oakland,
California
|
$3.16M
|
+$232K
|
+4,028
|
+8%
|
|
|
75
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.11M
|
-$85K
|
-1,474
|
-3%
|
|
