|
26
|
Towerpoint Wealth
Sacramento,
California
|
$5.93M
|
-$517K
|
-8,440
|
-8%
|
|
|
27
|
Bank of New York Mellon
New York
|
$5.91M
|
+$3.63M
|
+59,351
|
+155%
|
|
|
28
|
Slow Capital
Greenbrae,
California
|
$5.73M
|
+$125K
|
+2,048
|
+2%
|
|
|
29
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.69M
|
-$1.4M
|
-22,830
|
-23%
|
|
|
30
|
NewFocus Financial Group
Vancouver,
Washington
|
$4.06M
|
+$3.19M
|
+52,064
|
+346%
|
|
|
31
|
|
$3.9M
|
-$1.16M
|
-18,933
|
-23%
|
|
|
32
|
Portfolio Solutions
Royal Oak,
Michigan
|
$3.85M
|
-$564K
|
-9,221
|
-13%
|
|
|
33
|
Karp Capital Management
Sausalito,
California
|
$3.48M
|
-$425K
|
-6,937
|
-11%
|
|
|
34
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.44M
|
+$110K
|
+1,795
|
+3%
|
|
|
35
|
Parcion Private Wealth
Bellevue,
Washington
|
$3.43M
|
-$61
|
-1
|
-0%
|
|
|
36
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.34M
|
-$1.72M
|
-28,094
|
-33%
|
|
|
37
|
Parallel Advisors
San Francisco,
California
|
$3.08M
|
+$193K
|
+3,161
|
+7%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.07M
|
+$545K
|
+8,910
|
+21%
|
|
|
39
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.68M
|
+$1.81M
|
+29,651
|
+203%
|
|
|
40
|
WealthSource Partners
San Luis Obispo,
California
|
$2.6M
|
-$1.21M
|
-19,743
|
-31%
|
|
|
41
|
Principal Financial Group
Des Moines,
Iowa
|
$2.42M
|
-$6.19M
|
-101,046
|
-72%
|
|
|
42
|
EP Wealth Advisors
Torrance,
California
|
$2.29M
|
+$343K
|
+5,596
|
+17%
|
|
|
43
|
One Capital Management
Westlake Village,
California
|
$2.27M
|
-$501K
|
-8,185
|
-18%
|
|
|
44
|
Omega Financial Group
Santa Barbara,
California
|
$2.25M
|
+$519K
|
+8,478
|
+30%
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$2.11M
|
-$62.9K
|
-1,028
|
-3%
|
|
|
46
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.89M
|
+$117K
|
+1,906
|
+7%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$1.87M
|
+$245K
|
+4,009
|
+15%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.87M
|
-$183K
|
-2,992
|
-9%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.78M
|
+$7.42M
|
+121,293
|
New
|
|
|
50
|
London & Capital Asset Management
London,
United Kingdom
|
$1.67M
|
–
|
–
|
–
|
|
