|
26
|
One Capital Management
Westlake Village,
California
|
$3.13M
|
-$103K
|
-1,750
|
-3%
|
|
|
27
|
Karp Capital Management
Sausalito,
California
|
$3.01M
|
+$86.7K
|
+1,476
|
+3%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.32M
|
+$170K
|
+2,890
|
+8%
|
|
|
29
|
Renaissance Technologies
New York
|
$2.31M
|
+$991K
|
+16,880
|
+77%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.24M
|
+$30.2K
|
+515
|
+1%
|
|
|
31
|
First Foundation Advisors
Irvine,
California
|
$2.07M
|
+$552K
|
+9,401
|
+37%
|
|
|
32
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.77M
|
+$88.1K
|
+1,500
|
+5%
|
|
|
33
|
Fidelity Investments
Boston,
Massachusetts
|
$1.74M
|
+$1.44M
|
+24,486
|
+510%
|
|
|
34
|
Bank of the West
Monterey Park,
California
|
$1.64M
|
-$595K
|
-10,136
|
-27%
|
|
|
35
|
Garde Capital
Seattle,
Washington
|
$1.57M
|
-$1.76K
|
-30
|
-0.1%
|
|
|
36
|
|
$1.55M
|
+$1.24M
|
+21,189
|
+439%
|
|
|
37
|
Evanson Asset Management
Carmel,
California
|
$1.5M
|
–
|
–
|
–
|
|
|
38
|
Golden State Wealth Management
Santa Ana,
California
|
$1.41M
|
+$1.39M
|
+23,626
|
New
|
|
|
39
|
Parker Investment Management
Menlo Park,
California
|
$1.39M
|
+$1.37M
|
+23,367
|
New
|
|
|
40
|
Elm Advisors
Burlingame,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
41
|
|
$1.26M
|
+$71.3K
|
+1,215
|
+6%
|
|
|
42
|
RHS Financial
San Francisco,
California
|
$1.21M
|
+$38.5K
|
+655
|
+3%
|
|
|
43
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.2M
|
+$355K
|
+6,050
|
+43%
|
|
|
44
|
AJ Wealth Strategies
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
45
|
Omega Financial Group
Santa Barbara,
California
|
$1.16M
|
+$69.7K
|
+1,187
|
+7%
|
|
|
46
|
Personal Financial Consultants
Lafayette,
California
|
$1.14M
|
-$211K
|
-3,593
|
-16%
|
|
|
47
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1.14M
|
-$279K
|
-4,755
|
-20%
|
|
|
48
|
|
$1.12M
|
+$142K
|
+2,417
|
+15%
|
|
|
49
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.11M
|
+$2K
|
+34
|
+0.2%
|
|
|
50
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.09M
|
+$11.2K
|
+190
|
+1%
|
|
