|
76
|
First American Trust
Santa Ana,
California
|
$219K
|
–
|
–
|
–
|
|
|
77
|
|
$219K
|
+$67.1K
|
+6,075
|
+47%
|
|
|
78
|
RB Capital Management
Reno,
Nevada
|
$212K
|
+$2.5K
|
+226
|
+1%
|
|
|
79
|
New Insight Wealth Advisors
San Ramon,
California
|
$208K
|
–
|
–
|
–
|
|
|
80
|
Pure Financial Advisors
San Diego,
California
|
$207K
|
–
|
–
|
–
|
|
|
81
|
IEQ Capital
Foster City,
California
|
$191K
|
+$1.91K
|
+173
|
+1%
|
|
|
82
|
Fidelity Investments
Boston,
Massachusetts
|
$184K
|
+$177K
|
+15,990
|
New
|
|
|
83
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$178K
|
-$78.5K
|
-7,109
|
-32%
|
|
|
84
|
EP Wealth Advisors
Torrance,
California
|
$175K
|
+$14.2K
|
+1,281
|
+9%
|
|
|
85
|
Perigon Wealth Management
San Francisco,
California
|
$175K
|
–
|
–
|
–
|
|
|
86
|
Western Wealth Management
Golden,
Colorado
|
$174K
|
–
|
–
|
–
|
|
|
87
|
Grassi Investment Management
Santa Clara,
California
|
$173K
|
–
|
–
|
–
|
|
|
88
|
Choate Investment Advisors
Boston,
Massachusetts
|
$173K
|
–
|
–
|
–
|
|
|
89
|
Weaver Consulting Group
Huntington Beach,
California
|
$173K
|
–
|
–
|
–
|
|
|
90
|
Alpha Cubed Investments
Irvine,
California
|
$166K
|
–
|
–
|
–
|
|
|
91
|
Corient Private Wealth
Miami,
Florida
|
$160K
|
+$153K
|
+13,890
|
New
|
|
|
92
|
Parallel Advisors
San Francisco,
California
|
$159K
|
–
|
–
|
–
|
|
|
93
|
XTX Topco
George Town,
Cayman Islands
|
$145K
|
+$139K
|
+12,540
|
New
|
|
|
94
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$140K
|
+$9.13K
|
+826
|
+7%
|
|
|
95
|
Perennial Investment Advisors
Los Angeles,
California
|
$127K
|
–
|
–
|
–
|
|
|
96
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$126K
|
+$39.4K
|
+3,569
|
+49%
|
|
|
97
|
Fermata Advisors
Sonoma,
California
|
$126K
|
–
|
–
|
–
|
|
|
98
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$123K
|
+$1.57K
|
+142
|
+1%
|
|
|
99
|
Riverview Trust Company
Vancouver,
Washington
|
$122K
|
–
|
–
|
–
|
|
|
100
|
Strategic Advocates
Logan,
Utah
|
$120K
|
–
|
–
|
–
|
|
