|
26
|
AdvicePeriod
Los Angeles,
California
|
$6.54M
|
-$539K
|
-8,634
|
-8%
|
|
|
27
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.61M
|
+$79.1K
|
+1,267
|
+2%
|
|
|
28
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.43M
|
–
|
–
|
–
|
|
|
29
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.16M
|
+$310K
|
+4,966
|
+8%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$4.13M
|
-$2.72M
|
-43,537
|
-40%
|
|
|
31
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$3.94M
|
-$1.4M
|
-22,444
|
-26%
|
|
|
32
|
|
$3.88M
|
+$911K
|
+14,597
|
+31%
|
|
|
33
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.83M
|
+$136K
|
+2,175
|
+4%
|
|
|
34
|
|
$3.76M
|
+$360K
|
+5,764
|
+11%
|
|
|
35
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.73M
|
+$7.74K
|
+124
|
+0.2%
|
|
|
36
|
Parallel Advisors
San Francisco,
California
|
$3.52M
|
+$171K
|
+2,737
|
+5%
|
|
|
37
|
Karp Capital Management
Sausalito,
California
|
$3.46M
|
+$383K
|
+6,127
|
+13%
|
|
|
38
|
Omega Financial Group
Santa Barbara,
California
|
$3.37M
|
+$92.2K
|
+1,477
|
+3%
|
|
|
39
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.2M
|
+$8.8K
|
+141
|
+0.3%
|
|
|
40
|
WealthSource Partners
San Luis Obispo,
California
|
$2.88M
|
-$99.8K
|
-1,598
|
-3%
|
|
|
41
|
United Capital Financial Advisors
Irving,
Texas
|
$2.86M
|
+$97.1K
|
+1,555
|
+4%
|
|
|
42
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.77M
|
–
|
–
|
–
|
|
|
43
|
Principal Financial Group
Des Moines,
Iowa
|
$2.67M
|
-$3.57M
|
-57,153
|
-57%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.61M
|
-$135K
|
-2,169
|
-5%
|
|
|
45
|
EP Wealth Advisors
Torrance,
California
|
$2.44M
|
+$657K
|
+10,527
|
+37%
|
|
|
46
|
Bank of the West
Monterey Park,
California
|
$2.38M
|
+$218K
|
+3,495
|
+10%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$2.21M
|
+$20.2K
|
+323
|
+0.9%
|
|
|
48
|
|
$2.19M
|
+$1.7M
|
+27,303
|
+365%
|
|
|
49
|
|
$2.06M
|
-$486K
|
-7,782
|
-19%
|
|
|
50
|
Parker Investment Management
Menlo Park,
California
|
$1.94M
|
-$1.97M
|
-31,568
|
-51%
|
|
