|
51
|
Rinkey Investments
San Diego,
California
|
$6.38M
|
+$47.2K
|
+829
|
+0.7%
|
|
|
52
|
Choreo LLC
Rockford,
Illinois
|
$6.28M
|
-$200K
|
-3,523
|
-3%
|
|
|
53
|
Mission Wealth Management
Santa Barbara,
California
|
$6.27M
|
-$155K
|
-2,729
|
-2%
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.08M
|
+$2.58M
|
+45,376
|
+74%
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.95M
|
+$867K
|
+15,245
|
+17%
|
|
|
56
|
Affinity Capital Advisors
Berkeley,
California
|
$5.91M
|
+$441K
|
+7,745
|
+8%
|
|
|
57
|
Kestra Advisory Services
Austin,
Texas
|
$5.16M
|
+$1.07M
|
+18,864
|
+25%
|
|
|
58
|
Parallel Advisors
San Francisco,
California
|
$5.01M
|
-$217K
|
-3,810
|
-4%
|
|
|
59
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$4.7M
|
–
|
–
|
–
|
|
|
60
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.65M
|
-$203K
|
-3,571
|
-4%
|
|
|
61
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.65M
|
-$177K
|
-3,112
|
-4%
|
|
|
62
|
Bank of Stockton
Stockton,
California
|
$4.63M
|
-$285K
|
-5,015
|
-6%
|
|
|
63
|
Traveka Wealth
Los Altos,
California
|
$4.56M
|
-$800K
|
-14,065
|
-15%
|
|
|
64
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$4.51M
|
+$1.29M
|
+22,717
|
+40%
|
|
|
65
|
Lodestar Private Asset Management
Alamo,
California
|
$4.17M
|
+$246K
|
+4,329
|
+6%
|
|
|
66
|
Omega Financial Group
Santa Barbara,
California
|
$4.15M
|
+$677K
|
+11,898
|
+20%
|
|
|
67
|
United Capital Financial Advisors
Irving,
Texas
|
$4.11M
|
+$924K
|
+16,242
|
+29%
|
|
|
68
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.1M
|
-$162K
|
-2,843
|
-4%
|
|
|
69
|
First American Trust
Santa Ana,
California
|
$3.98M
|
+$125K
|
+2,198
|
+3%
|
|
|
70
|
Whittier Trust
South Pasadena,
California
|
$3.91M
|
-$307K
|
-5,387
|
-7%
|
|
|
71
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.68M
|
+$3.69M
|
+64,842
|
New
|
|
|
72
|
Elmwood Wealth Management
Berkeley,
California
|
$3.52M
|
-$61.5K
|
-1,080
|
-2%
|
|
|
73
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.4M
|
+$2.48M
|
+43,525
|
+267%
|
|
|
74
|
Bell Investment Advisors
Oakland,
California
|
$3.17M
|
+$46.4K
|
+816
|
+1%
|
|
|
75
|
Creative Capital Management Investments
San Diego,
California
|
$3.13M
|
+$86.5K
|
+1,520
|
+3%
|
|
