|
76
|
NDWM LLC
La Jolla,
California
|
$5.31M
|
+$92.7K
|
+1,619
|
+2%
|
|
|
77
|
Atomi Financial Group
New York
|
$5.01M
|
-$743K
|
-12,975
|
-13%
|
|
|
78
|
Elmwood Wealth Management
Berkeley,
California
|
$4.77M
|
+$276K
|
+4,820
|
+6%
|
|
|
79
|
Umpqua Bank
Lake Oswego,
Oregon
|
$4.64M
|
-$57.3K
|
-1,000
|
-1%
|
|
|
80
|
Plancorp LLC
Saint Louis,
Missouri
|
$4.61M
|
+$4.61M
|
+80,435
|
New
|
|
|
81
|
Ducere Wealth Management
Newport Beach,
California
|
$4.56M
|
-$637K
|
-11,133
|
-12%
|
|
|
82
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4.47M
|
+$427K
|
+7,462
|
+11%
|
|
|
83
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.37M
|
+$4.01K
|
+70
|
+0.1%
|
|
|
84
|
Mission Wealth Management
Santa Barbara,
California
|
$4.24M
|
+$229K
|
+4,004
|
+6%
|
|
|
85
|
Choreo LLC
Rockford,
Illinois
|
$4.22M
|
-$18.3K
|
-320
|
-0.4%
|
|
|
86
|
Cresset Asset Management
Chicago,
Illinois
|
$4.16M
|
+$3.16M
|
+55,171
|
+324%
|
|
|
87
|
Sand Hill Global Advisors
Palo Alto,
California
|
$4.1M
|
+$68.3K
|
+1,193
|
+2%
|
|
|
88
|
Westfuller Advisors
New York
|
$4.01M
|
+$29.1K
|
+508
|
+0.7%
|
|
|
89
|
Stifel Financial
St. Louis,
Missouri
|
$3.91M
|
+$341K
|
+5,962
|
+10%
|
|
|
90
|
Summit Trail Advisors
New York
|
$3.82M
|
+$31.2K
|
+545
|
+0.8%
|
|
|
91
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.7M
|
+$1.34M
|
+23,463
|
+58%
|
|
|
92
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$3.66M
|
-$286K
|
-4,993
|
-7%
|
|
|
93
|
Heritage Wealth Management (California)
San Diego,
California
|
$3.6M
|
+$516K
|
+9,005
|
+17%
|
|
|
94
|
One Capital Management
Westlake Village,
California
|
$3.56M
|
–
|
–
|
–
|
|
|
95
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$3.49M
|
-$348K
|
-6,072
|
-9%
|
|
|
96
|
Omega Financial Group
Santa Barbara,
California
|
$3.44M
|
-$154K
|
-2,698
|
-4%
|
|
|
97
|
Lodestar Private Asset Management
Alamo,
California
|
$3.35M
|
+$201K
|
+3,513
|
+6%
|
|
|
98
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.27M
|
+$104K
|
+1,820
|
+3%
|
|
|
99
|
Quantinno Capital Management
New York
|
$3.18M
|
+$5.27K
|
+92
|
+0.2%
|
|
|
100
|
|
$3.15M
|
+$2.34M
|
+40,789
|
+296%
|
|
