|
26
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$6.97M
|
-$1.75M
|
-28,099
|
-20%
|
|
|
27
|
First Foundation Advisors
Irvine,
California
|
$6.81M
|
-$931K
|
-14,983
|
-12%
|
|
|
28
|
|
$5.52M
|
+$789K
|
+12,703
|
+17%
|
|
|
29
|
Vivaldi Capital Management
Chicago,
Illinois
|
$5.24M
|
+$2.97M
|
+47,817
|
+132%
|
|
|
30
|
Karp Capital Management
Sausalito,
California
|
$4.87M
|
+$743K
|
+11,953
|
+18%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.83M
|
+$4.28M
|
+68,865
|
+804%
|
|
|
32
|
Parallel Advisors
San Francisco,
California
|
$4.82M
|
-$8.95K
|
-144
|
-0.2%
|
|
|
33
|
Boltwood Capital Management
Walnut Creek,
California
|
$4.58M
|
+$68.3K
|
+1,100
|
+2%
|
|
|
34
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.35M
|
-$621
|
-10
|
-0%
|
|
|
35
|
Omega Financial Group
Santa Barbara,
California
|
$4.18M
|
+$303K
|
+4,883
|
+8%
|
|
|
36
|
SteelPeak Wealth
Woodland Hills,
California
|
$4.11M
|
+$798K
|
+12,849
|
+24%
|
|
|
37
|
Bank of the West
Monterey Park,
California
|
$3.87M
|
+$618K
|
+9,955
|
+19%
|
|
|
38
|
Seldon Capital
San Francisco,
California
|
$3.75M
|
+$3.73M
|
+60,078
|
New
|
|
|
39
|
Principal Financial Group
Des Moines,
Iowa
|
$3.39M
|
-$106K
|
-1,712
|
-3%
|
|
|
40
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.36M
|
+$1.65M
|
+26,590
|
+98%
|
|
|
41
|
Spinnaker Investment Group
Newport Beach,
California
|
$3.15M
|
+$3.19M
|
+51,311
|
New
|
|
|
42
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$3.14M
|
+$238K
|
+3,828
|
+8%
|
|
|
43
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$3.02M
|
-$225K
|
-3,620
|
-7%
|
|
|
44
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.97M
|
-$242K
|
-3,894
|
-8%
|
|
|
45
|
First American Trust
Santa Ana,
California
|
$2.94M
|
+$182K
|
+2,935
|
+7%
|
|
|
46
|
Safeguard Investment Advisory Group
Corona,
California
|
$2.85M
|
+$357K
|
+5,750
|
+14%
|
|
|
47
|
Evanson Asset Management
Carmel,
California
|
$2.67M
|
+$141K
|
+2,272
|
+6%
|
|
|
48
|
WealthSource Partners
San Luis Obispo,
California
|
$2.58M
|
-$331K
|
-5,334
|
-11%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.45M
|
+$274K
|
+4,418
|
+13%
|
|
|
50
|
SEI Investments
Oaks,
Pennsylvania
|
$2.44M
|
+$534K
|
+8,595
|
+28%
|
|
