|
51
|
First Pacific Financial
Vancouver,
Washington
|
$1.52M
|
-$392K
|
-5,272
|
-21%
|
|
|
52
|
Opes Wealth Management
Menlo Park,
California
|
$1.5M
|
+$4.84K
|
+65
|
+0.3%
|
|
|
53
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.49M
|
+$144K
|
+1,936
|
+11%
|
|
|
54
|
Gould Asset Management
Claremont,
California
|
$1.47M
|
–
|
–
|
–
|
|
|
55
|
Wells Fargo
San Francisco,
California
|
$1.44M
|
+$193K
|
+2,593
|
+16%
|
|
|
56
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.38M
|
–
|
–
|
–
|
|
|
57
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.31M
|
-$5.96K
|
-80
|
-0.5%
|
|
|
58
|
One Wealth Advisors
San Francisco,
California
|
$1.28M
|
-$1.57M
|
-21,084
|
-55%
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$1.2M
|
+$18.7K
|
+251
|
+2%
|
|
|
60
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.06M
|
-$27.5K
|
-370
|
-3%
|
|
|
61
|
Warner Financial
Bethesda,
Maryland
|
$1.06M
|
+$66.3K
|
+891
|
+7%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.04M
|
+$1.02M
|
+13,681
|
New
|
|
|
63
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.03M
|
-$762K
|
-10,237
|
-43%
|
|
|
64
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$1.02M
|
+$73.3K
|
+984
|
+8%
|
|
|
65
|
Financial Advisors
Andover,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
66
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1M
|
–
|
–
|
–
|
|
|
67
|
Lazard Asset Management
New York
|
$1M
|
–
|
–
|
–
|
|
|
68
|
Perigon Wealth Management
San Francisco,
California
|
$920K
|
-$612K
|
-8,221
|
-40%
|
|
|
69
|
Moors & Cabot
Boston,
Massachusetts
|
$919K
|
-$11.6K
|
-156
|
-1%
|
|
|
70
|
|
$906K
|
+$891K
|
+11,971
|
New
|
|
|
71
|
Farther Finance Advisors
San Francisco,
California
|
$872K
|
+$174K
|
+2,341
|
+26%
|
|
|
72
|
Skyline Advisors
Bellingham,
Washington
|
$853K
|
+$14.5K
|
+195
|
+2%
|
|
|
73
|
Diversified Trust
Memphis,
Tennessee
|
$825K
|
–
|
–
|
–
|
|
|
74
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$793K
|
-$1.39M
|
-18,667
|
-64%
|
|
|
75
|
Magnus Financial Group
New York
|
$788K
|
-$36.9K
|
-496
|
-5%
|
|
