|
26
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.24M
|
-$539K
|
-44,358
|
-28%
|
|
|
27
|
Ignite Planners
San Clemente,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
28
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.02M
|
+$49.4K
|
+4,068
|
+5%
|
|
|
29
|
Atria Wealth Solutions
New York
|
$1.02M
|
+$1.13M
|
+92,813
|
New
|
|
|
30
|
First Foundation Advisors
Irvine,
California
|
$995K
|
+$301K
|
+24,728
|
+37%
|
|
|
31
|
RB Capital Management
Reno,
Nevada
|
$867K
|
+$20.5K
|
+1,685
|
+2%
|
|
|
32
|
Apriem Advisors
Irvine,
California
|
$770K
|
–
|
–
|
–
|
|
|
33
|
City of London Investment Management
London,
United Kingdom
|
$713K
|
–
|
–
|
–
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$647K
|
-$49.4K
|
-4,065
|
-6%
|
|
|
35
|
KWB Wealth
Redlands,
California
|
$641K
|
-$61.6K
|
-5,069
|
-8%
|
|
|
36
|
Mutual Advisors
Omaha,
Nebraska
|
$624K
|
+$410K
|
+33,730
|
+146%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$622K
|
+$19.3K
|
+1,585
|
+3%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$570K
|
-$215K
|
-17,721
|
-25%
|
|
|
39
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$555K
|
+$615K
|
+50,596
|
New
|
|
|
40
|
Bartlett & Co
Cincinnati,
Ohio
|
$535K
|
+$24.3K
|
+2,000
|
+4%
|
|
|
41
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$535K
|
+$24.3K
|
+2,000
|
+4%
|
|
|
42
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$532K
|
–
|
–
|
–
|
|
|
43
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$524K
|
–
|
–
|
–
|
|
|
44
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$521K
|
+$69.2K
|
+5,696
|
+14%
|
|
|
45
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$517K
|
-$277K
|
-22,800
|
-33%
|
|
|
46
|
Everett Harris & Co
Los Angeles,
California
|
$505K
|
–
|
–
|
–
|
|
|
47
|
Western Wealth Management
Golden,
Colorado
|
$500K
|
–
|
–
|
–
|
|
|
48
|
Private Wealth Partners
Mill Valley,
California
|
$488K
|
–
|
–
|
–
|
|
|
49
|
Oder Investment Management
Woodland Hills,
California
|
$478K
|
+$117K
|
+9,642
|
+28%
|
|
|
50
|
Cooper Financial Group
Irvine,
California
|
$467K
|
+$6.29K
|
+518
|
+1%
|
|
