|
26
|
One Capital Management
Westlake Village,
California
|
$2.57M
|
+$271K
|
+4,635
|
+12%
|
|
|
27
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.44M
|
+$881K
|
+15,084
|
+56%
|
|
|
28
|
Epstein & White Financial
San Diego,
California
|
$2.25M
|
+$474K
|
+8,120
|
+27%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.23M
|
+$1.46K
|
+25
|
+0.1%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.1M
|
-$66.1K
|
-1,132
|
-3%
|
|
|
31
|
First Foundation Advisors
Irvine,
California
|
$2.01M
|
+$1.58M
|
+27,059
|
+357%
|
|
|
32
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.01M
|
+$2.03M
|
+34,756
|
New
|
|
|
33
|
Personal Financial Consultants
Lafayette,
California
|
$1.83M
|
+$1.84M
|
+31,554
|
New
|
|
|
34
|
Garde Capital
Seattle,
Washington
|
$1.51M
|
-$20.2K
|
-345
|
-1%
|
|
|
35
|
Evanson Asset Management
Carmel,
California
|
$1.46M
|
–
|
–
|
–
|
|
|
36
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.41M
|
+$1.42M
|
+24,261
|
New
|
|
|
37
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.3M
|
–
|
–
|
–
|
|
|
38
|
|
$1.26M
|
+$14.4K
|
+246
|
+1%
|
|
|
39
|
AJ Wealth Strategies
New York
|
$1.15M
|
–
|
–
|
–
|
|
|
40
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.08M
|
+$31K
|
+530
|
+3%
|
|
|
41
|
Bank of New York Mellon
New York
|
$1.05M
|
-$646K
|
-11,065
|
-38%
|
|
|
42
|
|
$975K
|
+$348K
|
+5,966
|
+55%
|
|
|
43
|
Bank of the West
Monterey Park,
California
|
$956K
|
-$342K
|
-5,850
|
-26%
|
|
|
44
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$868K
|
–
|
–
|
–
|
|
|
45
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$841K
|
-$158K
|
-2,700
|
-16%
|
|
|
46
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$841K
|
-$158K
|
-2,700
|
-16%
|
|
|
47
|
Corient Capital Partners
Newport Beach,
California
|
$814K
|
–
|
–
|
–
|
|
|
48
|
EP Wealth Advisors
Torrance,
California
|
$808K
|
+$814K
|
+13,940
|
New
|
|
|
49
|
Retirement Capital Strategies
San Jose,
California
|
$800K
|
+$806K
|
+13,802
|
New
|
|
|
50
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$775K
|
+$105K
|
+1,801
|
+16%
|
|
