|
26
|
WealthSource Partners
San Luis Obispo,
California
|
$4.22M
|
-$158K
|
-2,586
|
-4%
|
|
|
27
|
First Foundation Advisors
Irvine,
California
|
$3.52M
|
+$1.27M
|
+20,774
|
+57%
|
|
|
28
|
|
$3.44M
|
+$652K
|
+10,653
|
+23%
|
|
|
29
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.36M
|
+$49K
|
+800
|
+1%
|
|
|
30
|
Karp Capital Management
Sausalito,
California
|
$3.25M
|
+$15.6K
|
+255
|
+0.5%
|
|
|
31
|
One Capital Management
Westlake Village,
California
|
$3M
|
+$76.2K
|
+1,245
|
+3%
|
|
|
32
|
Parallel Advisors
San Francisco,
California
|
$2.84M
|
+$1.47M
|
+24,066
|
+108%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.28M
|
+$40.5K
|
+661
|
+2%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.26M
|
+$49.8K
|
+813
|
+2%
|
|
|
35
|
EP Wealth Advisors
Torrance,
California
|
$1.86M
|
+$1.08M
|
+17,629
|
+138%
|
|
|
36
|
Parker Investment Management
Menlo Park,
California
|
$1.7M
|
-$601K
|
-9,820
|
-26%
|
|
|
37
|
Omega Financial Group
Santa Barbara,
California
|
$1.69M
|
+$496K
|
+8,103
|
+42%
|
|
|
38
|
|
$1.66M
|
-$89.1K
|
-1,455
|
-5%
|
|
|
39
|
Bank of New York Mellon
New York
|
$1.64M
|
+$709K
|
+11,575
|
+76%
|
|
|
40
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.61M
|
–
|
–
|
–
|
|
|
41
|
|
$1.58M
|
+$351K
|
+5,732
|
+29%
|
|
|
42
|
Evanson Asset Management
Carmel,
California
|
$1.55M
|
–
|
–
|
–
|
|
|
43
|
Renaissance Technologies
New York
|
$1.54M
|
-$1.97M
|
-32,100
|
-56%
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
$1.51M
|
+$42.7K
|
+698
|
+3%
|
|
|
45
|
Garde Capital
Seattle,
Washington
|
$1.51M
|
-$33.6K
|
-549
|
-2%
|
|
|
46
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.35M
|
–
|
–
|
–
|
|
|
47
|
Elm Advisors
Burlingame,
California
|
$1.33M
|
+$22.4K
|
+365
|
+2%
|
|
|
48
|
Bank of the West
Monterey Park,
California
|
$1.28M
|
+$36.7K
|
+600
|
+3%
|
|
|
49
|
AJ Wealth Strategies
New York
|
$1.22M
|
–
|
–
|
–
|
|
|
50
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1.19M
|
+$25K
|
+408
|
+2%
|
|
