|
51
|
SteelPeak Wealth
Woodland Hills,
California
|
$723K
|
–
|
–
|
–
|
|
|
52
|
Evoke Wealth
Los Angeles,
California
|
$687K
|
–
|
–
|
–
|
|
|
53
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$677K
|
+$15.3K
|
+993
|
+2%
|
|
|
54
|
Hollencrest Capital Management
Newport Beach,
California
|
$663K
|
-$48.1K
|
-3,132
|
-7%
|
|
|
55
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$636K
|
+$23.1K
|
+1,500
|
+4%
|
|
|
56
|
Bartlett & Co
Cincinnati,
Ohio
|
$634K
|
+$23.1K
|
+1,500
|
+4%
|
|
|
57
|
Private Wealth Partners
Mill Valley,
California
|
$602K
|
+$43K
|
+2,800
|
+8%
|
|
|
58
|
Main Management
San Francisco,
California
|
$580K
|
–
|
–
|
–
|
|
|
59
|
HighTower Advisors
Chicago,
Illinois
|
$547K
|
+$22.8K
|
+1,481
|
+4%
|
|
|
60
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$546K
|
–
|
–
|
–
|
|
|
61
|
TriaGen Wealth Management
Calabasas,
California
|
$544K
|
–
|
–
|
–
|
|
|
62
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$535K
|
–
|
–
|
–
|
|
|
63
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$522K
|
+$283K
|
+18,406
|
+127%
|
|
|
64
|
|
$499K
|
+$484K
|
+31,467
|
New
|
|
|
65
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$484K
|
+$469K
|
+30,527
|
New
|
|
|
66
|
Oder Investment Management
Woodland Hills,
California
|
$480K
|
+$1.72K
|
+112
|
+0.4%
|
|
|
67
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$448K
|
–
|
–
|
–
|
|
|
68
|
Stifel Financial
St. Louis,
Missouri
|
$432K
|
-$52.1K
|
-3,389
|
-11%
|
|
|
69
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$391K
|
+$16.7K
|
+1,088
|
+5%
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$361K
|
+$76.9K
|
+5,000
|
+28%
|
|
|
71
|
Evergreen Capital Management
Bellevue,
Washington
|
$354K
|
–
|
–
|
–
|
|
|
72
|
Parallel Advisors
San Francisco,
California
|
$336K
|
–
|
–
|
–
|
|
|
73
|
First American Trust
Santa Ana,
California
|
$333K
|
–
|
–
|
–
|
|
|
74
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$328K
|
+$108
|
+7
|
+0%
|
|
|
75
|
Choate Investment Advisors
Boston,
Massachusetts
|
$325K
|
–
|
–
|
–
|
|
