|
26
|
Opes Wealth Management
Menlo Park,
California
|
$6.06M
|
+$5.42M
|
+86,647
|
+794%
|
|
|
27
|
Citadel Advisors
Miami,
Florida
|
$5.86M
|
+$5.89M
|
+94,267
|
New
|
|
|
28
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.6M
|
+$46.1K
|
+737
|
+1%
|
|
|
29
|
Parallel Advisors
San Francisco,
California
|
$4.58M
|
+$1.11M
|
+17,702
|
+32%
|
|
|
30
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.3M
|
+$191K
|
+3,053
|
+5%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$4.21M
|
+$126K
|
+2,021
|
+3%
|
|
|
32
|
|
$3.81M
|
-$23K
|
-368
|
-0.6%
|
|
|
33
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.8M
|
+$8.44K
|
+135
|
+0.2%
|
|
|
34
|
Karp Capital Management
Sausalito,
California
|
$3.77M
|
+$355K
|
+5,678
|
+10%
|
|
|
35
|
|
$3.71M
|
-$12.1K
|
-193
|
-0.3%
|
|
|
36
|
Omega Financial Group
Santa Barbara,
California
|
$3.4M
|
+$67.5K
|
+1,080
|
+2%
|
|
|
37
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.32M
|
-$362K
|
-5,797
|
-10%
|
|
|
38
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$3.19M
|
-$712K
|
-11,388
|
-18%
|
|
|
39
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.15M
|
-$6.63K
|
-106
|
-0.2%
|
|
|
40
|
WealthSource Partners
San Luis Obispo,
California
|
$3.13M
|
+$284K
|
+4,542
|
+10%
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$2.86M
|
+$678K
|
+10,848
|
+31%
|
|
|
42
|
Bank of the West
Monterey Park,
California
|
$2.75M
|
+$408K
|
+6,520
|
+17%
|
|
|
43
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.7M
|
-$43.2K
|
-691
|
-2%
|
|
|
44
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$2.64M
|
+$2.66M
|
+42,480
|
New
|
|
|
45
|
Evanson Asset Management
Carmel,
California
|
$2.56M
|
+$997K
|
+15,944
|
+63%
|
|
|
46
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.02M
|
+$858K
|
+13,725
|
+73%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.95M
|
-$629K
|
-10,064
|
-24%
|
|
|
48
|
United Capital Financial Advisors
Irving,
Texas
|
$1.95M
|
-$888K
|
-14,206
|
-31%
|
|
|
49
|
Principal Financial Group
Des Moines,
Iowa
|
$1.84M
|
-$813K
|
-13,000
|
-31%
|
|
|
50
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.83M
|
+$136K
|
+2,182
|
+8%
|
|
