|
101
|
Atlas Legacy Advisors
Los Angeles,
California
|
$2.17M
|
+$2.18M
|
+37,950
|
New
|
|
|
102
|
One Capital Management
Westlake Village,
California
|
$2.15M
|
+$614K
|
+10,675
|
+40%
|
|
|
103
|
Apella Capital
West Hartford,
Connecticut
|
$2.13M
|
-$217K
|
-3,768
|
-9%
|
|
|
104
|
Umpqua Bank
Lake Oswego,
Oregon
|
$2.04M
|
+$316K
|
+5,500
|
+18%
|
|
|
105
|
Peninsula Wealth
San Francisco,
California
|
$2.01M
|
+$53.2K
|
+926
|
+3%
|
|
|
106
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.96M
|
–
|
–
|
–
|
|
|
107
|
WealthCollab
Bellevue,
Washington
|
$1.95M
|
+$282K
|
+4,897
|
+17%
|
|
|
108
|
McIlrath & Eck
Arlington,
Washington
|
$1.84M
|
+$168K
|
+2,916
|
+10%
|
|
|
109
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.78M
|
+$114K
|
+1,981
|
+7%
|
|
|
110
|
RHS Financial
San Francisco,
California
|
$1.77M
|
-$659K
|
-11,454
|
-27%
|
|
|
111
|
Wedbush Securities
Los Angeles,
California
|
$1.72M
|
+$311K
|
+5,407
|
+22%
|
|
|
112
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.7M
|
+$300K
|
+5,216
|
+21%
|
|
|
113
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.69M
|
+$15K
|
+261
|
+0.9%
|
|
|
114
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.68M
|
+$61.8K
|
+1,075
|
+4%
|
|
|
115
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.64M
|
+$347K
|
+6,029
|
+27%
|
|
|
116
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.62M
|
-$253K
|
-4,404
|
-14%
|
|
|
117
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$1.58M
|
+$1.04M
|
+18,110
|
+191%
|
|
|
118
|
Towerpoint Wealth
Sacramento,
California
|
$1.56M
|
+$3.51K
|
+61
|
+0.2%
|
|
|
119
|
Running Point Capital Advisors
El Segundo,
California
|
$1.53M
|
-$15.2K
|
-264
|
-1%
|
|
|
120
|
Stifel Financial
St. Louis,
Missouri
|
$1.46M
|
+$481K
|
+8,357
|
+49%
|
|
|
121
|
Empirical Wealth Management
Seattle,
Washington
|
$1.46M
|
+$70.6K
|
+1,227
|
+5%
|
|
|
122
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$1.45M
|
+$129K
|
+2,236
|
+10%
|
|
|
123
|
Shira Ridge Wealth Management
Larkspur,
California
|
$1.44M
|
+$808K
|
+14,053
|
+127%
|
|
|
124
|
HSBC Holdings
London,
United Kingdom
|
$1.41M
|
+$41.2K
|
+716
|
+3%
|
|
|
125
|
Clark Asset Management
Stratham,
New Hampshire
|
$1.41M
|
+$53.5K
|
+930
|
+4%
|
|
