|
76
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$4.81M
|
+$2.56M
|
+44,403
|
+111%
|
|
|
77
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$4.75M
|
+$2.45M
|
+42,392
|
+103%
|
|
|
78
|
Umpqua Bank
Lake Oswego,
Oregon
|
$4.63M
|
+$34.6K
|
+600
|
+0.7%
|
|
|
79
|
Valmark Advisers
Akron,
Ohio
|
$4.59M
|
+$1.41M
|
+24,382
|
+43%
|
|
|
80
|
Elmwood Wealth Management
Berkeley,
California
|
$4.43M
|
+$570K
|
+9,876
|
+15%
|
|
|
81
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.31M
|
+$108K
|
+1,873
|
+3%
|
|
|
82
|
Integrated Advisors Network
Dallas,
Texas
|
$4.23M
|
+$4.3M
|
+74,459
|
New
|
|
|
83
|
Choreo LLC
Rockford,
Illinois
|
$4.18M
|
-$82.4K
|
-1,428
|
-2%
|
|
|
84
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$4.03M
|
+$516K
|
+8,946
|
+14%
|
|
|
85
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.98M
|
+$4.04M
|
+70,004
|
New
|
|
|
86
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.98M
|
-$308K
|
-5,336
|
-7%
|
|
|
87
|
Mission Wealth Management
Santa Barbara,
California
|
$3.95M
|
-$286K
|
-4,953
|
-7%
|
|
|
88
|
Westfuller Advisors
New York
|
$3.93M
|
+$210K
|
+3,643
|
+6%
|
|
|
89
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$3.9M
|
-$21.4K
|
-371
|
-0.5%
|
|
|
90
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$3.78M
|
-$1.5M
|
-25,921
|
-28%
|
|
|
91
|
Summit Trail Advisors
New York
|
$3.74M
|
–
|
–
|
–
|
|
|
92
|
One Capital Management
Westlake Village,
California
|
$3.56M
|
+$486K
|
+8,422
|
+16%
|
|
|
93
|
Omega Financial Group
Santa Barbara,
California
|
$3.54M
|
-$306K
|
-5,305
|
-8%
|
|
|
94
|
Stifel Financial
St. Louis,
Missouri
|
$3.52M
|
+$678K
|
+11,760
|
+23%
|
|
|
95
|
Quantinno Capital Management
New York
|
$3.13M
|
+$421K
|
+7,299
|
+15%
|
|
|
96
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.12M
|
+$24.7K
|
+428
|
+0.8%
|
|
|
97
|
Lodestar Private Asset Management
Alamo,
California
|
$3.1M
|
+$60.3K
|
+1,046
|
+2%
|
|
|
98
|
Whittier Trust
South Pasadena,
California
|
$3.1M
|
+$30.6K
|
+530
|
+1%
|
|
|
99
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.06M
|
-$5.9M
|
-102,299
|
-66%
|
|
|
100
|
Heritage Wealth Management (California)
San Diego,
California
|
$3.04M
|
+$253K
|
+4,391
|
+9%
|
|
