|
26
|
Members Wealth
Media,
Pennsylvania
|
$956K
|
+$164K
|
+3,254
|
+21%
|
|
|
27
|
Fairview Capital Investment Management
Greenbrae,
California
|
$787K
|
+$30.3K
|
+600
|
+4%
|
|
|
28
|
SOL Capital Management
Rockville,
Maryland
|
$770K
|
-$311K
|
-6,150
|
-29%
|
|
|
29
|
TriaGen Wealth Management
Calabasas,
California
|
$765K
|
+$104K
|
+2,060
|
+16%
|
|
|
30
|
Client First Capital
San Diego,
California
|
$756K
|
-$13.2K
|
-261
|
-2%
|
|
|
31
|
Valmark Advisers
Akron,
Ohio
|
$750K
|
–
|
–
|
–
|
|
|
32
|
Meridian Wealth Management
Lexington,
Kentucky
|
$706K
|
–
|
–
|
–
|
|
|
33
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$698K
|
+$348K
|
+6,888
|
+100%
|
|
|
34
|
Richard P. Slaughter Associates
Austin,
Texas
|
$663K
|
-$64.6K
|
-1,278
|
-9%
|
|
|
35
|
Sound Portfolio Advisors
Mystic,
Connecticut
|
$637K
|
+$638K
|
+12,625
|
New
|
|
|
36
|
Perennial Investment Advisors
Los Angeles,
California
|
$634K
|
+$634K
|
+12,554
|
New
|
|
|
37
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$629K
|
+$630K
|
+12,475
|
New
|
|
|
38
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$539K
|
+$49.8K
|
+986
|
+10%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
$527K
|
+$528K
|
+10,450
|
New
|
|
|
40
|
Rockefeller Capital Management
New York
|
$505K
|
–
|
–
|
–
|
|
|
41
|
Bailard
Foster City,
California
|
$493K
|
+$154K
|
+3,040
|
+45%
|
|
|
42
|
FLC Capital Advisors
Palm Desert,
California
|
$473K
|
+$258K
|
+5,103
|
+120%
|
|
|
43
|
Capital Advantage
Walnut Creek,
California
|
$470K
|
-$16.5K
|
-326
|
-3%
|
|
|
44
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$461K
|
–
|
–
|
–
|
|
|
45
|
RWA Wealth Partners
Newton,
Massachusetts
|
$459K
|
+$65K
|
+1,287
|
+16%
|
|
|
46
|
NewEdge Advisors
New Orleans,
Louisiana
|
$438K
|
+$2.48K
|
+49
|
+0.6%
|
|
|
47
|
Bell Investment Advisors
Oakland,
California
|
$437K
|
+$8.29K
|
+164
|
+2%
|
|
|
48
|
Weaver Consulting Group
Huntington Beach,
California
|
$429K
|
+$429K
|
+8,500
|
New
|
|
|
49
|
Selby Wealth Management
Emeryville,
California
|
$418K
|
+$419K
|
+8,293
|
New
|
|
|
50
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$353K
|
+$110K
|
+2,180
|
+45%
|
|
