|
26
|
Slow Capital
Greenbrae,
California
|
$6.88M
|
+$715K
|
+11,433
|
+12%
|
|
|
27
|
Towerpoint Wealth
Sacramento,
California
|
$6.88M
|
+$324K
|
+5,182
|
+5%
|
|
|
28
|
AssetMark Inc
Concord,
California
|
$6.82M
|
+$6.09M
|
+97,376
|
+820%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.27M
|
+$156K
|
+2,492
|
+3%
|
|
|
30
|
Principal Financial Group
Des Moines,
Iowa
|
$6.22M
|
–
|
–
|
–
|
|
|
31
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$5.31M
|
-$1.33M
|
-21,295
|
-20%
|
|
|
32
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.5M
|
+$23.7K
|
+378
|
+0.5%
|
|
|
33
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.4M
|
–
|
–
|
–
|
|
|
34
|
Parker Investment Management
Menlo Park,
California
|
$3.9M
|
-$835K
|
-13,339
|
-18%
|
|
|
35
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.82M
|
+$155K
|
+2,480
|
+4%
|
|
|
36
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.69M
|
+$682K
|
+10,891
|
+23%
|
|
|
37
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.67M
|
+$58.5K
|
+935
|
+2%
|
|
|
38
|
|
$3.38M
|
-$128K
|
-2,042
|
-4%
|
|
|
39
|
Parallel Advisors
San Francisco,
California
|
$3.33M
|
+$51.5K
|
+823
|
+2%
|
|
|
40
|
Omega Financial Group
Santa Barbara,
California
|
$3.26M
|
+$196K
|
+3,127
|
+6%
|
|
|
41
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.17M
|
+$536K
|
+8,566
|
+20%
|
|
|
42
|
Karp Capital Management
Sausalito,
California
|
$3.05M
|
-$711K
|
-11,356
|
-19%
|
|
|
43
|
WealthSource Partners
San Luis Obispo,
California
|
$2.96M
|
+$68.2K
|
+1,090
|
+2%
|
|
|
44
|
|
$2.94M
|
-$10.9M
|
-174,505
|
-79%
|
|
|
45
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.75M
|
-$39K
|
-624
|
-1%
|
|
|
46
|
United Capital Financial Advisors
Irving,
Texas
|
$2.75M
|
+$1.4M
|
+22,310
|
+103%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.72M
|
+$337K
|
+5,381
|
+14%
|
|
|
48
|
Silicon Valley Capital Partners
San Jose,
California
|
$2.59M
|
+$2.59M
|
+41,456
|
New
|
|
|
49
|
|
$2.53M
|
-$51.4K
|
-821
|
-2%
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$2.18M
|
+$4K
|
+64
|
+0.2%
|
|
