|
1
|
Elmwood Wealth Management
Berkeley,
California
|
$7.26M
|
+$255K
|
+5,077
|
+4%
|
|
|
2
|
Ariadne Wealth Management
Santa Barbara,
California
|
$6.71M
|
+$6.09M
|
+121,351
|
+1,064%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.19M
|
+$4.15M
|
+82,708
|
+409%
|
|
|
4
|
Citizens Financial Group
Providence,
Rhode Island
|
$3.62M
|
+$18K
|
+359
|
+0.5%
|
|
|
5
|
|
$2.43M
|
+$1.61M
|
+31,968
|
+198%
|
|
|
6
|
|
$2.4M
|
+$2.39M
|
+47,570
|
New
|
|
|
7
|
NDWM LLC
La Jolla,
California
|
$1.88M
|
+$1.87M
|
+37,169
|
New
|
|
|
8
|
Financial Management Network
Mission Viejo,
California
|
$1.46M
|
-$197K
|
-3,928
|
-12%
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$1.15M
|
+$1.15M
|
+22,839
|
New
|
|
|
10
|
SOL Capital Management
Rockville,
Maryland
|
$1.08M
|
+$1.07M
|
+21,400
|
New
|
|
|
11
|
Fort Point Capital Partners
San Francisco,
California
|
$1.05M
|
-$1.51M
|
-30,084
|
-59%
|
|
|
12
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.01M
|
+$1M
|
+19,922
|
New
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$938K
|
+$86.7K
|
+1,726
|
+10%
|
|
|
14
|
Axxcess Wealth Management
Carlsbad,
California
|
$858K
|
+$854K
|
+17,000
|
New
|
|
|
15
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$832K
|
+$563K
|
+11,211
|
+212%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$829K
|
+$319K
|
+6,356
|
+63%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$793K
|
-$288K
|
-5,729
|
-27%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$773K
|
+$770K
|
+15,323
|
New
|
|
|
19
|
Client First Capital
San Diego,
California
|
$771K
|
+$767K
|
+15,273
|
New
|
|
|
20
|
Fairview Capital Investment Management
Greenbrae,
California
|
$757K
|
+$753K
|
+15,000
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$644K
|
+$164K
|
+3,271
|
+34%
|
|
|
22
|
Richard P. Slaughter Associates
Austin,
Texas
|
$581K
|
-$42.1K
|
-839
|
-7%
|
|
|
23
|
Sweeney & Michel
Chico,
California
|
$558K
|
+$153K
|
+3,056
|
+38%
|
|
|
24
|
TriaGen Wealth Management
Calabasas,
California
|
$554K
|
+$1.26K
|
+25
|
+0.2%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$505K
|
+$502K
|
+10,000
|
New
|
|
