|
51
|
One Capital Management
Westlake Village,
California
|
$4.03M
|
-$3.93M
|
-62,535
|
-50%
|
|
|
52
|
Bank of Stockton
Stockton,
California
|
$3.83M
|
+$927K
|
+14,750
|
+34%
|
|
|
53
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.76M
|
+$29.3K
|
+466
|
+0.8%
|
|
|
54
|
Frank Rimerman Advisors
Palo Alto,
California
|
$3.43M
|
-$59.6K
|
-948
|
-2%
|
|
|
55
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$3.4M
|
+$1.12M
|
+17,822
|
+52%
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.32M
|
–
|
–
|
–
|
|
|
57
|
BBVA USA
Birmingham,
Alabama
|
$3.28M
|
+$3.16M
|
+50,261
|
New
|
|
|
58
|
Belpointe Asset Management
Reno,
Nevada
|
$3.26M
|
+$5.53K
|
+88
|
+0.2%
|
|
|
59
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$3.24M
|
-$176K
|
-2,799
|
-6%
|
|
|
60
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.09M
|
+$101K
|
+1,615
|
+4%
|
|
|
61
|
Portfolio Strategies
Monsey,
New York
|
$3.03M
|
+$2.91M
|
+46,343
|
New
|
|
|
62
|
Wambolt & Associates
Littleton,
Colorado
|
$2.83M
|
-$53.6K
|
-853
|
-2%
|
|
|
63
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.71M
|
-$167K
|
-2,652
|
-6%
|
|
|
64
|
Windham Capital Management
Boston,
Massachusetts
|
$2.68M
|
–
|
–
|
–
|
|
|
65
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$2.67M
|
+$811K
|
+12,911
|
+46%
|
|
|
66
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.65M
|
-$9.74K
|
-155
|
-0.4%
|
|
|
67
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2.64M
|
+$10.4K
|
+166
|
+0.4%
|
|
|
68
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.58M
|
+$310K
|
+4,935
|
+14%
|
|
|
69
|
|
$2.57M
|
-$169K
|
-2,696
|
-6%
|
|
|
70
|
Avantax Advisory Services
Dallas,
Texas
|
$2.56M
|
+$117K
|
+1,864
|
+5%
|
|
|
71
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.52M
|
-$45.7K
|
-727
|
-2%
|
|
|
72
|
Private Advisor Group
Morristown,
New Jersey
|
$2.52M
|
+$215K
|
+3,427
|
+10%
|
|
|
73
|
The Family Firm
Bethesda,
Maryland
|
$2.5M
|
-$7.92K
|
-126
|
-0.3%
|
|
|
74
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.48M
|
-$309K
|
-4,919
|
-11%
|
|
|
75
|
Regis Management Company
Menlo Park,
California
|
$2.46M
|
–
|
–
|
–
|
|
