|
51
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$606K
|
+$15.4K
|
+1,038
|
+3%
|
|
|
52
|
Private Wealth Partners
Mill Valley,
California
|
$598K
|
–
|
–
|
–
|
|
|
53
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$569K
|
+$7.42K
|
+500
|
+1%
|
|
|
54
|
Bartlett & Co
Cincinnati,
Ohio
|
$568K
|
+$7.42K
|
+500
|
+1%
|
|
|
55
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$559K
|
-$22.6K
|
-1,523
|
-4%
|
|
|
56
|
Main Management
San Francisco,
California
|
$555K
|
–
|
–
|
–
|
|
|
57
|
Cooper Financial Group
Irvine,
California
|
$530K
|
-$58.7K
|
-3,955
|
-10%
|
|
|
58
|
TriaGen Wealth Management
Calabasas,
California
|
$510K
|
+$499K
|
+33,626
|
New
|
|
|
59
|
HighTower Advisors
Chicago,
Illinois
|
$498K
|
-$11.5K
|
-773
|
-2%
|
|
|
60
|
Destination Wealth Management
Walnut Creek,
California
|
$457K
|
+$447K
|
+30,164
|
New
|
|
|
61
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$402K
|
-$138K
|
-9,295
|
-26%
|
|
|
62
|
Oder Investment Management
Woodland Hills,
California
|
$357K
|
+$348K
|
+23,478
|
New
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$355K
|
+$35.6K
|
+2,399
|
+11%
|
|
|
64
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$353K
|
-$627K
|
-42,273
|
-64%
|
|
|
65
|
First American Trust
Santa Ana,
California
|
$345K
|
–
|
–
|
–
|
|
|
66
|
Evergreen Capital Management
Bellevue,
Washington
|
$339K
|
-$7.42K
|
-500
|
-2%
|
|
|
67
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$339K
|
–
|
–
|
–
|
|
|
68
|
Parallel Advisors
San Francisco,
California
|
$322K
|
–
|
–
|
–
|
|
|
69
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$313K
|
-$14.7K
|
-993
|
-5%
|
|
|
70
|
Choate Investment Advisors
Boston,
Massachusetts
|
$311K
|
–
|
–
|
–
|
|
|
71
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$311K
|
–
|
–
|
–
|
|
|
72
|
IEQ Capital
Foster City,
California
|
$303K
|
–
|
–
|
–
|
|
|
73
|
Kestra Advisory Services
Austin,
Texas
|
$289K
|
+$127K
|
+8,568
|
+81%
|
|
|
74
|
Running Point Capital Advisors
El Segundo,
California
|
$288K
|
+$282K
|
+19,000
|
New
|
|
|
75
|
World Investment Advisors
Santa Barbara,
California
|
$283K
|
–
|
–
|
–
|
|
