|
26
|
Intersect Capital
San Ramon,
California
|
$503K
|
–
|
–
|
–
|
|
|
27
|
World Investment Advisors
Santa Barbara,
California
|
$442K
|
+$98.1K
|
+5,970
|
+29%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$440K
|
-$13.4K
|
-818
|
-3%
|
|
|
29
|
Ridgewood Investments
Springfield,
New Jersey
|
$437K
|
–
|
–
|
–
|
|
|
30
|
City of London Investment Management
London,
United Kingdom
|
$429K
|
–
|
–
|
–
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$423K
|
+$3.11K
|
+189
|
+0.7%
|
|
|
32
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$415K
|
-$148
|
-9
|
-0%
|
|
|
33
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$361K
|
–
|
–
|
–
|
|
|
34
|
Diligent Investors
Redlands,
California
|
$336K
|
–
|
–
|
–
|
|
|
35
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$336K
|
+$148K
|
+9,000
|
+78%
|
|
|
36
|
Tarbox Family Office
Newport Beach,
California
|
$330K
|
–
|
–
|
–
|
|
|
37
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$328K
|
–
|
–
|
–
|
|
|
38
|
First American Trust
Santa Ana,
California
|
$320K
|
–
|
–
|
–
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$311K
|
-$54.8K
|
-3,334
|
-15%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$253K
|
–
|
–
|
–
|
|
|
41
|
Garrison Point Capital
Walnut Creek,
California
|
$246K
|
–
|
–
|
–
|
|
|
42
|
Miracle Mile Advisors
Los Angeles,
California
|
$230K
|
+$329
|
+20
|
+0.1%
|
|
|
43
|
Cetera Advisor Networks
El Segundo,
California
|
$215K
|
-$128K
|
-7,791
|
-37%
|
|
|
44
|
Tortoise Investment Management
White Plains,
New York
|
$215K
|
–
|
–
|
–
|
|
|
45
|
RB Capital Management
Reno,
Nevada
|
$211K
|
+$1.61K
|
+98
|
+0.8%
|
|
|
46
|
Financial Network Wealth Management
Draper,
Utah
|
$200K
|
–
|
–
|
–
|
|
|
47
|
WealthSource Partners
San Luis Obispo,
California
|
$192K
|
+$1.54K
|
+94
|
+0.8%
|
|
|
48
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$190K
|
+$191K
|
+11,613
|
New
|
|
|
49
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$189K
|
–
|
–
|
–
|
|
|
50
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$181K
|
–
|
–
|
–
|
|
