|
26
|
Towerpoint Wealth
Sacramento,
California
|
$6.53M
|
+$439K
|
+7,161
|
+7%
|
|
|
27
|
AdvicePeriod
Los Angeles,
California
|
$6.25M
|
-$481K
|
-7,842
|
-7%
|
|
|
28
|
Principal Financial Group
Des Moines,
Iowa
|
$6.2M
|
+$3.66M
|
+59,659
|
+149%
|
|
|
29
|
Slow Capital
Greenbrae,
California
|
$6.15M
|
+$261K
|
+4,261
|
+5%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.09M
|
+$2.9M
|
+47,325
|
+93%
|
|
|
31
|
Parker Investment Management
Menlo Park,
California
|
$4.71M
|
+$4.65M
|
+75,800
|
New
|
|
|
32
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.46M
|
-$356K
|
-5,806
|
-7%
|
|
|
33
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.39M
|
-$1.93M
|
-31,476
|
-31%
|
|
|
34
|
Karp Capital Management
Sausalito,
California
|
$3.75M
|
+$173K
|
+2,820
|
+5%
|
|
|
35
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.65M
|
+$150K
|
+2,453
|
+4%
|
|
|
36
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.6M
|
+$65.3K
|
+1,065
|
+2%
|
|
|
37
|
|
$3.49M
|
-$504K
|
-8,219
|
-13%
|
|
|
38
|
Renaissance Technologies
New York
|
$3.39M
|
+$2.4M
|
+39,100
|
+254%
|
|
|
39
|
Parallel Advisors
San Francisco,
California
|
$3.26M
|
+$97.6K
|
+1,593
|
+3%
|
|
|
40
|
Omega Financial Group
Santa Barbara,
California
|
$3.05M
|
+$732K
|
+11,944
|
+32%
|
|
|
41
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3M
|
+$246K
|
+4,016
|
+9%
|
|
|
42
|
WealthSource Partners
San Luis Obispo,
California
|
$2.88M
|
+$207K
|
+3,377
|
+8%
|
|
|
43
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.78M
|
-$725K
|
-11,824
|
-21%
|
|
|
44
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.62M
|
+$672K
|
+10,969
|
+35%
|
|
|
45
|
|
$2.57M
|
+$1.11M
|
+18,041
|
+77%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.38M
|
-$5.09M
|
-83,020
|
-68%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$2.17M
|
+$2.15K
|
+35
|
+0.1%
|
|
|
48
|
One Capital Management
Westlake Village,
California
|
$2.13M
|
-$190K
|
-3,095
|
-8%
|
|
|
49
|
EP Wealth Advisors
Torrance,
California
|
$2.06M
|
-$285K
|
-4,652
|
-12%
|
|
|
50
|
Cetera Advisor Networks
El Segundo,
California
|
$1.95M
|
+$28.7K
|
+469
|
+2%
|
|
