|
26
|
NDWM LLC
La Jolla,
California
|
$4.35M
|
+$148K
|
+1,478
|
+4%
|
|
|
27
|
Bernzott Capital Advisors
Camarillo,
California
|
$4.29M
|
+$1.25M
|
+12,477
|
+41%
|
|
|
28
|
Fort Point Capital Partners
San Francisco,
California
|
$4.19M
|
+$1.65M
|
+16,492
|
+66%
|
|
|
29
|
Gotham Asset Management
New York
|
$3.98M
|
–
|
–
|
–
|
|
|
30
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.78M
|
+$3.75M
|
+37,566
|
New
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.67M
|
+$1.65M
|
+16,484
|
+82%
|
|
|
32
|
Joel Isaacson & Co
New York
|
$3.67M
|
+$1.21M
|
+12,089
|
+50%
|
|
|
33
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$3.56M
|
-$1.03M
|
-10,277
|
-23%
|
|
|
34
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$3.28M
|
+$666K
|
+6,672
|
+26%
|
|
|
35
|
Root Financial Partners
Encinitas,
California
|
$3.18M
|
-$429K
|
-4,299
|
-12%
|
|
|
36
|
Wedbush Securities
Los Angeles,
California
|
$2.94M
|
+$300K
|
+3,000
|
+11%
|
|
|
37
|
Three Arch Wealth Management
Irvine,
California
|
$2.94M
|
+$2.92M
|
+29,203
|
New
|
|
|
38
|
Raymond James Financial
St Petersburg,
Florida
|
$2.94M
|
-$161K
|
-1,617
|
-5%
|
|
|
39
|
FLC Capital Advisors
Palm Desert,
California
|
$2.85M
|
+$232K
|
+2,324
|
+9%
|
|
|
40
|
Natixis Advisors
Boston,
Massachusetts
|
$2.78M
|
+$2.76M
|
+27,674
|
New
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.68M
|
+$455K
|
+4,553
|
+21%
|
|
|
42
|
Burton Enright Welch
Walnut Creek,
California
|
$2.66M
|
+$663K
|
+6,636
|
+33%
|
|
|
43
|
Financial Management Network
Mission Viejo,
California
|
$2.49M
|
+$207K
|
+2,072
|
+9%
|
|
|
44
|
Evolve Private Wealth
Los Angeles,
California
|
$2.43M
|
+$157K
|
+1,572
|
+7%
|
|
|
45
|
Apella Capital
West Hartford,
Connecticut
|
$2.43M
|
+$725K
|
+7,262
|
+43%
|
|
|
46
|
Entruity Wealth
Bakersfield,
California
|
$2.32M
|
+$2.3M
|
+23,081
|
New
|
|
|
47
|
FF Advisors
Manhattan Beach,
California
|
$2.31M
|
–
|
–
|
–
|
|
|
48
|
Tower Research Capital (TRC)
New York
|
$2.3M
|
+$317K
|
+3,174
|
+16%
|
|
|
49
|
|
$2.16M
|
+$1.77M
|
+17,765
|
+477%
|
|
|
50
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.09M
|
+$89.2K
|
+893
|
+4%
|
|
