|
76
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.11M
|
-$314K
|
-5,518
|
-9%
|
|
|
77
|
MML Investors Services
Springfield,
Massachusetts
|
$3.06M
|
+$628K
|
+11,035
|
+26%
|
|
|
78
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.05M
|
-$19.9K
|
-350
|
-0.6%
|
|
|
79
|
Williams & Novak
Westlake Village,
California
|
$2.96M
|
+$429K
|
+7,540
|
+17%
|
|
|
80
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.94M
|
+$937K
|
+16,459
|
+47%
|
|
|
81
|
Heritage Wealth Management (California)
San Diego,
California
|
$2.91M
|
-$61.5K
|
-1,081
|
-2%
|
|
|
82
|
Renaissance Technologies
New York
|
$2.79M
|
-$2.4M
|
-42,099
|
-46%
|
|
|
83
|
Spinnaker Investment Group
Newport Beach,
California
|
$2.64M
|
-$624K
|
-10,975
|
-19%
|
|
|
84
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$2.55M
|
+$2.55M
|
+44,767
|
New
|
|
|
85
|
HighTower Advisors
Chicago,
Illinois
|
$2.52M
|
+$275K
|
+4,828
|
+12%
|
|
|
86
|
HSBC Holdings
London,
United Kingdom
|
$2.45M
|
+$596K
|
+10,477
|
+32%
|
|
|
87
|
DeDora Capital
Napa,
California
|
$2.38M
|
-$30K
|
-527
|
-1%
|
|
|
88
|
RHS Financial
San Francisco,
California
|
$2.33M
|
+$264K
|
+4,647
|
+13%
|
|
|
89
|
Westside Investment Management
Santa Monica,
California
|
$2.33M
|
+$51.2K
|
+900
|
+2%
|
|
|
90
|
Gould Asset Management
Claremont,
California
|
$2.04M
|
+$252K
|
+4,430
|
+14%
|
|
|
91
|
Atomi Financial Group
New York
|
$2.03M
|
+$165K
|
+2,896
|
+9%
|
|
|
92
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.96M
|
-$127K
|
-2,228
|
-6%
|
|
|
93
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.96M
|
-$56.9K
|
-1,000
|
-3%
|
|
|
94
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.88M
|
+$420K
|
+7,389
|
+29%
|
|
|
95
|
US Bancorp
Minneapolis,
Minnesota
|
$1.79M
|
+$188K
|
+3,301
|
+12%
|
|
|
96
|
Apella Capital
West Hartford,
Connecticut
|
$1.74M
|
+$271K
|
+4,769
|
+19%
|
|
|
97
|
Peninsula Wealth
San Francisco,
California
|
$1.64M
|
+$767K
|
+13,475
|
+89%
|
|
|
98
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.59M
|
+$101K
|
+1,780
|
+7%
|
|
|
99
|
WealthCollab
Bellevue,
Washington
|
$1.57M
|
+$313K
|
+5,493
|
+25%
|
|
|
100
|
Towerpoint Wealth
Sacramento,
California
|
$1.54M
|
-$5.18K
|
-91
|
-0.3%
|
|
