|
26
|
Archvest Wealth Advisors
Concord,
California
|
$503K
|
+$501K
|
+9,972
|
New
|
|
|
27
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$484K
|
+$23.4K
|
+466
|
+5%
|
|
|
28
|
Capital Advantage
Walnut Creek,
California
|
$484K
|
+$240K
|
+4,786
|
+99%
|
|
|
29
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$435K
|
+$433K
|
+8,615
|
New
|
|
|
30
|
Bell Investment Advisors
Oakland,
California
|
$392K
|
+$2.66K
|
+53
|
+0.7%
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$348K
|
+$50.7K
|
+1,009
|
+17%
|
|
|
32
|
Union Savings Bank
Litchfield,
Connecticut
|
$331K
|
+$83.5K
|
+1,662
|
+34%
|
|
|
33
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$300K
|
+$300K
|
+5,965
|
New
|
|
|
34
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$299K
|
–
|
–
|
–
|
|
|
35
|
NWF Advisory Services
Los Angeles,
California
|
$270K
|
+$269K
|
+5,358
|
New
|
|
|
36
|
Perigon Wealth Management
San Francisco,
California
|
$253K
|
+$251K
|
+5,005
|
New
|
|
|
37
|
Mutual Advisors
Omaha,
Nebraska
|
$252K
|
–
|
–
|
–
|
|
|
38
|
Farther Finance Advisors
San Francisco,
California
|
$242K
|
+$241K
|
+4,791
|
New
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$229K
|
-$114K
|
-2,265
|
-33%
|
|
|
40
|
Shira Ridge Wealth Management
Larkspur,
California
|
$226K
|
+$225K
|
+4,487
|
New
|
|
|
41
|
FLC Capital Advisors
Palm Desert,
California
|
$215K
|
–
|
–
|
–
|
|
|
42
|
Savvy Advisors Inc
New York
|
$203K
|
–
|
–
|
–
|
|
|
43
|
Old Mission Capital
Chicago,
Illinois
|
$200K
|
+$199K
|
+3,970
|
New
|
|
|
44
|
|
$126K
|
+$126K
|
+2,500
|
New
|
|
|
45
|
Cheviot Value Management
Beverly Hills,
California
|
$88.4K
|
+$87.9K
|
+1,750
|
New
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$50.2K
|
+$50K
|
+995
|
New
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$46.2K
|
+$40.2K
|
+801
|
+703%
|
|
|
48
|
Strategic Wealth Partners
Independence,
Ohio
|
$25K
|
+$24.9K
|
+496
|
New
|
|
|
49
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$655K
|
-13,003
|
Closed
|
|
|
50
|
Impact Capital Partners
Greenwood Village,
Colorado
|
–
|
-$300K
|
-5,948
|
Closed
|
|
