|
51
|
Almitas Capital
Santa Monica,
California
|
$529K
|
+$485K
|
+47,674
|
New
|
|
|
52
|
Everett Harris & Co
Los Angeles,
California
|
$510K
|
–
|
–
|
–
|
|
|
53
|
Oder Investment Management
Woodland Hills,
California
|
$498K
|
+$12.8K
|
+1,253
|
+3%
|
|
|
54
|
Cooper Financial Group
Irvine,
California
|
$447K
|
-$33.9K
|
-3,329
|
-8%
|
|
|
55
|
Napa Wealth Management
Napa,
California
|
$446K
|
+$410K
|
+40,233
|
New
|
|
|
56
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$444K
|
-$9.21K
|
-904
|
-2%
|
|
|
57
|
Core Wealth Partners
Santa Rosa,
California
|
$416K
|
–
|
–
|
–
|
|
|
58
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$397K
|
-$19.3K
|
-1,900
|
-5%
|
|
|
59
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$382K
|
-$224K
|
-21,950
|
-39%
|
|
|
60
|
Bartlett & Co
Cincinnati,
Ohio
|
$380K
|
-$224K
|
-21,950
|
-39%
|
|
|
61
|
Tortoise Investment Management
White Plains,
New York
|
$346K
|
-$80.3K
|
-7,882
|
-20%
|
|
|
62
|
Atria Wealth Solutions
New York
|
$323K
|
-$6.47K
|
-635
|
-2%
|
|
|
63
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$295K
|
–
|
–
|
–
|
|
|
64
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$290K
|
–
|
–
|
–
|
|
|
65
|
Stifel Financial
St. Louis,
Missouri
|
$286K
|
-$134K
|
-13,145
|
-34%
|
|
|
66
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$285K
|
+$31
|
+3
|
+0%
|
|
|
67
|
International Assets Investment Management
Orlando,
Florida
|
$274K
|
–
|
–
|
–
|
|
|
68
|
|
$264K
|
+$228K
|
+22,354
|
+1,496%
|
|
|
69
|
MKT Advisors
Escondido,
California
|
$255K
|
–
|
–
|
–
|
|
|
70
|
RHS Financial
San Francisco,
California
|
$244K
|
+$97.5K
|
+9,571
|
+77%
|
|
|
71
|
US Bancorp
Minneapolis,
Minnesota
|
$239K
|
+$6.11K
|
+600
|
+3%
|
|
|
72
|
RB Capital Management
Reno,
Nevada
|
$228K
|
+$2.08K
|
+204
|
+1%
|
|
|
73
|
Choate Investment Advisors
Boston,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
74
|
First American Trust
Santa Ana,
California
|
$211K
|
-$20.4K
|
-2,000
|
-10%
|
|
|
75
|
New Insight Wealth Advisors
San Ramon,
California
|
$206K
|
+$189K
|
+18,550
|
New
|
|
