|
1
|
Miracle Mile Advisors
Los Angeles,
California
|
$95.2M
|
-$397K
|
-7,793
|
-0.4%
|
|
|
2
|
|
$13.4M
|
+$1.55M
|
+30,527
|
+13%
|
|
|
3
|
First American Trust
Santa Ana,
California
|
$8.26M
|
+$1.4M
|
+27,491
|
+21%
|
|
|
4
|
Ducere Wealth Management
Newport Beach,
California
|
$5.67M
|
-$731K
|
-14,366
|
-11%
|
|
|
5
|
Curated Wealth Partners
El Segundo,
California
|
$4.65M
|
+$1.1M
|
+21,589
|
+31%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.75M
|
+$3.73M
|
+73,210
|
New
|
|
|
7
|
Perigon Wealth Management
San Francisco,
California
|
$3.11M
|
+$449K
|
+8,816
|
+17%
|
|
|
8
|
|
$3.08M
|
+$1.18M
|
+23,186
|
+63%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.57M
|
+$2.55M
|
+50,124
|
New
|
|
|
10
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.47M
|
+$225K
|
+4,424
|
+10%
|
|
|
11
|
Financial Management Network
Mission Viejo,
California
|
$1.41M
|
-$108K
|
-2,128
|
-7%
|
|
|
12
|
Planned Solutions
Folsom,
California
|
$1.34M
|
+$222K
|
+4,371
|
+20%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.29M
|
+$13.1K
|
+258
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
+$1.14M
|
+22,435
|
New
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.04M
|
+$1.03M
|
+20,300
|
New
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
$981K
|
+$975K
|
+19,151
|
New
|
|
|
17
|
Roberts Wealth Advisors
Palo Alto,
California
|
$852K
|
+$847K
|
+16,642
|
New
|
|
|
18
|
|
$641K
|
-$7.54M
|
-148,075
|
-92%
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
$592K
|
-$94.2K
|
-1,851
|
-14%
|
|
|
20
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$570K
|
+$102K
|
+2,000
|
+22%
|
|
|
21
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$510K
|
+$507K
|
+9,969
|
New
|
|
|
22
|
Occidental Asset Management
Burlingame,
California
|
$476K
|
+$473K
|
+9,300
|
New
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$458K
|
+$9.93K
|
+195
|
+2%
|
|
|
24
|
Magnus Financial Group
New York
|
$429K
|
+$3.71K
|
+73
|
+0.9%
|
|
|
25
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$377K
|
+$375K
|
+7,360
|
New
|
|
