|
26
|
DeDora Capital
Napa,
California
|
$7.44M
|
-$53.9K
|
-554
|
-0.7%
|
|
|
27
|
|
$6.84M
|
+$25.8K
|
+265
|
+0.4%
|
|
|
28
|
Global Retirement Partners
San Rafael,
California
|
$6.69M
|
+$1.07M
|
+10,979
|
+20%
|
|
|
29
|
Cerity Partners OCIO
New York
|
$5.95M
|
-$1.96M
|
-20,141
|
-25%
|
|
|
30
|
Private Advisor Group
Morristown,
New Jersey
|
$5.93M
|
-$125K
|
-1,287
|
-2%
|
|
|
31
|
Uniting Wealth Partners
Mission,
Kansas
|
$5.7M
|
-$1.26M
|
-12,969
|
-18%
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$5.66M
|
+$160K
|
+1,650
|
+3%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.58M
|
+$666K
|
+6,847
|
+14%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$5.18M
|
+$58.1K
|
+598
|
+1%
|
|
|
35
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.99M
|
-$238K
|
-2,449
|
-5%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.9M
|
-$172K
|
-1,772
|
-3%
|
|
|
37
|
Raymond James Financial
St Petersburg,
Florida
|
$4.5M
|
+$1.29M
|
+13,284
|
+42%
|
|
|
38
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.64M
|
-$19.3K
|
-199
|
-0.5%
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$3.5M
|
-$70.7K
|
-727
|
-2%
|
|
|
40
|
Crux Wealth Advisors
Long Beach,
California
|
$3.46M
|
+$34.6K
|
+356
|
+1%
|
|
|
41
|
One Capital Management
Westlake Village,
California
|
$3.43M
|
+$58.6K
|
+603
|
+2%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$3.39M
|
+$118K
|
+1,218
|
+4%
|
|
|
43
|
Evolution Advisers
Richmond,
Virginia
|
$3.17M
|
+$25.1K
|
+258
|
+0.8%
|
|
|
44
|
US Bancorp
Minneapolis,
Minnesota
|
$3.05M
|
-$49.8K
|
-512
|
-2%
|
|
|
45
|
UMB Bank
Kansas City,
Missouri
|
$2.82M
|
–
|
–
|
–
|
|
|
46
|
L & S Advisors
Los Angeles,
California
|
$2.77M
|
+$56.9K
|
+585
|
+2%
|
|
|
47
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.68M
|
+$111K
|
+1,143
|
+4%
|
|
|
48
|
Oppenheimer Asset Management
New York
|
$2.65M
|
-$12.9K
|
-133
|
-0.5%
|
|
|
49
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2.57M
|
+$26.8K
|
+276
|
+1%
|
|
|
50
|
BOK Financial
Tulsa,
Oklahoma
|
$2.5M
|
+$239K
|
+2,462
|
+11%
|
|
