|
26
|
Regatta Capital Group
El Segundo,
California
|
$6.76M
|
+$434K
|
+9,293
|
+7%
|
|
|
27
|
EP Wealth Advisors
Torrance,
California
|
$6.61M
|
+$2.4M
|
+51,322
|
+55%
|
|
|
28
|
One Capital Management
Westlake Village,
California
|
$6.5M
|
+$1.24M
|
+26,649
|
+23%
|
|
|
29
|
Fidelity Investments
Boston,
Massachusetts
|
$5.77M
|
+$551K
|
+11,806
|
+10%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$5.69M
|
+$276K
|
+5,918
|
+5%
|
|
|
31
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$5.55M
|
-$222M
|
-4,746,141
|
-97%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.53M
|
-$1.99M
|
-42,590
|
-26%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$4.96M
|
-$473K
|
-10,131
|
-8%
|
|
|
34
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$4.94M
|
+$4.99K
|
+107
|
+0.1%
|
|
|
35
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.87M
|
+$15K
|
+321
|
+0.3%
|
|
|
36
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$4.55M
|
–
|
–
|
–
|
|
|
37
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.47M
|
-$4.8M
|
-102,888
|
-51%
|
|
|
38
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.33M
|
-$532K
|
-11,403
|
-11%
|
|
|
39
|
Opes Wealth Management
Menlo Park,
California
|
$4.11M
|
+$57.4K
|
+1,230
|
+1%
|
|
|
40
|
rebel Financial
Groveport,
Ohio
|
$4.06M
|
+$143K
|
+3,072
|
+4%
|
|
|
41
|
Vicus Capital
State College,
Pennsylvania
|
$4M
|
-$262K
|
-5,605
|
-6%
|
|
|
42
|
BSW Wealth Partners
Boulder,
Colorado
|
$3.93M
|
-$218K
|
-4,666
|
-5%
|
|
|
43
|
Savant Capital
Rockford,
Illinois
|
$3.92M
|
-$32.7K
|
-701
|
-0.8%
|
|
|
44
|
Cresset Asset Management
Chicago,
Illinois
|
$3.75M
|
+$70.2K
|
+1,505
|
+2%
|
|
|
45
|
Crux Wealth Advisors
Long Beach,
California
|
$3.69M
|
-$9.52K
|
-204
|
-0.3%
|
|
|
46
|
Plum Street Advisors
New Orleans,
Louisiana
|
$3.53M
|
-$2.19K
|
-47
|
-0.1%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$3.48M
|
+$1.44M
|
+30,821
|
+68%
|
|
|
48
|
Evolution Advisers
Richmond,
Virginia
|
$3.44M
|
+$674K
|
+14,437
|
+24%
|
|
|
49
|
CX Institutional
Auburn,
Indiana
|
$3.36M
|
+$227K
|
+4,856
|
+7%
|
|
|
50
|
Legacy Edge Advisors
Syosset,
New York
|
$3.25M
|
+$156K
|
+3,350
|
+5%
|
|
