|
26
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.05M
|
+$361K
|
+4,252
|
+6%
|
|
|
27
|
DeDora Capital
Napa,
California
|
$5.93M
|
-$940K
|
-11,084
|
-13%
|
|
|
28
|
|
$5.73M
|
+$2.01M
|
+23,683
|
+48%
|
|
|
29
|
|
$5.52M
|
-$394K
|
-4,642
|
-6%
|
|
|
30
|
Uniting Wealth Partners
Mission,
Kansas
|
$5.48M
|
-$6.28K
|
-74
|
-0.1%
|
|
|
31
|
|
$5.01M
|
+$5.15M
|
+60,693
|
+1,834%
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$4.19M
|
+$285K
|
+3,360
|
+7%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$3.98M
|
+$74K
|
+872
|
+2%
|
|
|
34
|
Cable Hill Partners
Portland,
Oregon
|
$3.79M
|
+$111K
|
+1,310
|
+3%
|
|
|
35
|
One Capital Management
Westlake Village,
California
|
$3.7M
|
-$833K
|
-9,814
|
-17%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.42M
|
+$948K
|
+11,171
|
+34%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.29M
|
-$520K
|
-6,134
|
-13%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$3.19M
|
-$388K
|
-4,568
|
-10%
|
|
|
39
|
Money Design
Tokyo,
Japan
|
$2.96M
|
-$11M
|
-129,477
|
-77%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.92M
|
-$125K
|
-1,474
|
-4%
|
|
|
41
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.83M
|
-$13.4K
|
-158
|
-0.4%
|
|
|
42
|
Raymond James Financial
St Petersburg,
Florida
|
$2.66M
|
+$297K
|
+3,501
|
+11%
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.63M
|
+$1.9M
|
+22,396
|
+201%
|
|
|
44
|
Corient Private Wealth
Miami,
Florida
|
$2.58M
|
+$750K
|
+8,838
|
+37%
|
|
|
45
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.51M
|
-$211K
|
-2,485
|
-7%
|
|
|
46
|
Evolution Advisers
Richmond,
Virginia
|
$2.5M
|
-$19.4K
|
-229
|
-0.7%
|
|
|
47
|
UMB Bank
Kansas City,
Missouri
|
$2.4M
|
-$241K
|
-2,844
|
-8%
|
|
|
48
|
IMPACTfolio
Denver,
Colorado
|
$2.32M
|
+$5.6K
|
+66
|
+0.2%
|
|
|
49
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.25M
|
+$634K
|
+7,474
|
+35%
|
|
|
50
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.24M
|
+$62.8K
|
+740
|
+3%
|
|
