|
26
|
Portfolio Solutions
Royal Oak,
Michigan
|
$6.99M
|
-$72.5K
|
-1,157
|
-1%
|
|
|
27
|
Opes Wealth Management
Menlo Park,
California
|
$6.55M
|
+$1.54M
|
+24,556
|
+30%
|
|
|
28
|
Parallel Advisors
San Francisco,
California
|
$4.81M
|
+$186K
|
+2,972
|
+4%
|
|
|
29
|
|
$4.71M
|
+$357K
|
+5,701
|
+8%
|
|
|
30
|
Boltwood Capital Management
Walnut Creek,
California
|
$4.49M
|
+$552K
|
+8,813
|
+14%
|
|
|
31
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.37M
|
–
|
–
|
–
|
|
|
32
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.33M
|
-$380K
|
-6,060
|
-8%
|
|
|
33
|
Karp Capital Management
Sausalito,
California
|
$4.11M
|
+$163K
|
+2,608
|
+4%
|
|
|
34
|
Omega Financial Group
Santa Barbara,
California
|
$3.86M
|
+$360K
|
+5,744
|
+10%
|
|
|
35
|
Principal Financial Group
Des Moines,
Iowa
|
$3.48M
|
+$1.66M
|
+26,558
|
+90%
|
|
|
36
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.3M
|
+$78K
|
+1,244
|
+2%
|
|
|
37
|
Bank of the West
Monterey Park,
California
|
$3.24M
|
-$502K
|
-8,016
|
-13%
|
|
|
38
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$3.23M
|
+$122K
|
+1,945
|
+4%
|
|
|
39
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.2M
|
+$102K
|
+1,633
|
+3%
|
|
|
40
|
WealthSource Partners
San Luis Obispo,
California
|
$2.9M
|
-$23.5K
|
-375
|
-0.8%
|
|
|
41
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$2.89M
|
+$57.2K
|
+912
|
+2%
|
|
|
42
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.79M
|
+$645K
|
+10,294
|
+30%
|
|
|
43
|
First American Trust
Santa Ana,
California
|
$2.75M
|
+$1.46M
|
+23,236
|
+111%
|
|
|
44
|
Evanson Asset Management
Carmel,
California
|
$2.54M
|
+$81.5K
|
+1,301
|
+3%
|
|
|
45
|
Safeguard Investment Advisory Group
Corona,
California
|
$2.48M
|
+$1.61M
|
+25,746
|
+182%
|
|
|
46
|
Curtis Advisory Group
Santa Barbara,
California
|
$2.43M
|
+$315K
|
+5,029
|
+15%
|
|
|
47
|
Barclays
London,
United Kingdom
|
$2.33M
|
-$1.15M
|
-18,419
|
-33%
|
|
|
48
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.28M
|
-$1.88M
|
-30,053
|
-45%
|
|
|
49
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.25M
|
+$732K
|
+11,680
|
+47%
|
|
|
50
|
Orin Green Financial
San Diego,
California
|
$2.17M
|
-$130K
|
-2,078
|
-6%
|
|
