|
76
|
Traveka Wealth
Los Altos,
California
|
$4.2M
|
-$153K
|
-2,749
|
-4%
|
|
|
77
|
Choreo LLC
Rockford,
Illinois
|
$4.19M
|
-$1.36M
|
-24,470
|
-25%
|
|
|
78
|
Omega Financial Group
Santa Barbara,
California
|
$4.18M
|
+$56
|
+1
|
+0%
|
|
|
79
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.09M
|
-$587K
|
-10,581
|
-13%
|
|
|
80
|
Bank of Stockton
Stockton,
California
|
$4.06M
|
-$218K
|
-3,924
|
-5%
|
|
|
81
|
Freestone Capital Holdings
Seattle,
Washington
|
$3.98M
|
+$145K
|
+2,604
|
+4%
|
|
|
82
|
Valmark Advisers
Akron,
Ohio
|
$3.94M
|
+$4.5K
|
+81
|
+0.1%
|
|
|
83
|
Atomi Financial Group
New York
|
$3.75M
|
+$636K
|
+11,460
|
+21%
|
|
|
84
|
US Bancorp
Minneapolis,
Minnesota
|
$3.72M
|
+$399K
|
+7,184
|
+12%
|
|
|
85
|
Elmwood Wealth Management
Berkeley,
California
|
$3.69M
|
+$56.1K
|
+1,010
|
+2%
|
|
|
86
|
Summit Trail Advisors
New York
|
$3.66M
|
+$3.65M
|
+65,718
|
New
|
|
|
87
|
RiverFront Investment Group
Richmond,
Virginia
|
$3.61M
|
+$1.2M
|
+21,556
|
+50%
|
|
|
88
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$3.6M
|
–
|
–
|
–
|
|
|
89
|
Westfuller Advisors
New York
|
$3.59M
|
+$555
|
+10
|
+0%
|
|
|
90
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.57M
|
+$1.81M
|
+32,585
|
+103%
|
|
|
91
|
HighTower Advisors
Chicago,
Illinois
|
$3.5M
|
+$463K
|
+8,342
|
+15%
|
|
|
92
|
Umpqua Bank
Lake Oswego,
Oregon
|
$3.39M
|
+$1.37M
|
+24,600
|
+67%
|
|
|
93
|
Lodestar Private Asset Management
Alamo,
California
|
$3.38M
|
-$216K
|
-3,882
|
-6%
|
|
|
94
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.34M
|
+$245K
|
+4,410
|
+8%
|
|
|
95
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.15M
|
+$25.3K
|
+455
|
+0.8%
|
|
|
96
|
Whittier Trust
South Pasadena,
California
|
$3.08M
|
+$137K
|
+2,468
|
+5%
|
|
|
97
|
Apella Capital
West Hartford,
Connecticut
|
$3.06M
|
+$687K
|
+12,370
|
+29%
|
|
|
98
|
Comerica Bank
Dallas,
Texas
|
$3.04M
|
+$1.85M
|
+33,333
|
+157%
|
|
|
99
|
One Capital Management
Westlake Village,
California
|
$2.96M
|
+$869K
|
+15,652
|
+42%
|
|
|
100
|
Blue Oak Capital
Menlo Park,
California
|
$2.85M
|
-$141K
|
-2,532
|
-5%
|
|
