|
126
|
IEQ Capital
Foster City,
California
|
$1.92M
|
+$436K
|
+7,600
|
+29%
|
|
|
127
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.91M
|
+$167K
|
+2,901
|
+10%
|
|
|
128
|
Leisure Capital Management
Costa Mesa,
California
|
$1.88M
|
+$1.88M
|
+32,714
|
New
|
|
|
129
|
Corient Private Wealth
Miami,
Florida
|
$1.85M
|
+$1.3M
|
+22,562
|
+235%
|
|
|
130
|
Wedbush Securities
Los Angeles,
California
|
$1.84M
|
+$77.5K
|
+1,350
|
+4%
|
|
|
131
|
WESPAC Advisors SoCal
Pasadena,
California
|
$1.83M
|
+$431K
|
+7,510
|
+31%
|
|
|
132
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.83M
|
+$37.3K
|
+650
|
+2%
|
|
|
133
|
SimpliFi Inc
San Diego,
California
|
$1.82M
|
+$325K
|
+5,658
|
+22%
|
|
|
134
|
Evolve Private Wealth
Los Angeles,
California
|
$1.78M
|
+$1.78M
|
+31,045
|
New
|
|
|
135
|
Bell Investment Advisors
Oakland,
California
|
$1.72M
|
+$305K
|
+5,309
|
+22%
|
|
|
136
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.71M
|
-$78.7K
|
-1,371
|
-4%
|
|
|
137
|
Foronjy Financial
Santa Barbara,
California
|
$1.7M
|
+$168K
|
+2,931
|
+11%
|
|
|
138
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.64M
|
+$1.64M
|
+28,506
|
New
|
|
|
139
|
Running Point Capital Advisors
El Segundo,
California
|
$1.62M
|
+$3.5K
|
+61
|
+0.2%
|
|
|
140
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.56M
|
+$32.6K
|
+568
|
+2%
|
|
|
141
|
Towerpoint Wealth
Sacramento,
California
|
$1.55M
|
-$2.58K
|
-45
|
-0.2%
|
|
|
142
|
McNaughton Wealth Management
San Diego,
California
|
$1.53M
|
-$139K
|
-2,417
|
-8%
|
|
|
143
|
Global Retirement Partners
San Rafael,
California
|
$1.53M
|
+$872K
|
+15,190
|
+132%
|
|
|
144
|
Fiduciary Financial Group
San Rafael,
California
|
$1.53M
|
–
|
–
|
–
|
|
|
145
|
Rockefeller Capital Management
New York
|
$1.5M
|
+$66.4K
|
+1,156
|
+5%
|
|
|
146
|
Parallel Advisors
San Francisco,
California
|
$1.49M
|
+$4.65K
|
+81
|
+0.3%
|
|
|
147
|
Creative Capital Management Investments
San Diego,
California
|
$1.43M
|
+$34.8K
|
+607
|
+3%
|
|
|
148
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.41M
|
-$56.8K
|
-990
|
-4%
|
|
|
149
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.38M
|
+$434K
|
+7,564
|
+46%
|
|
|
150
|
Davidson Investment Advisors
Great Falls,
Montana
|
$1.35M
|
-$12.4K
|
-216
|
-0.9%
|
|
