|
26
|
First Foundation Advisors
Irvine,
California
|
$6.09M
|
-$273K
|
-4,528
|
-4%
|
|
|
27
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$6.06M
|
-$463K
|
-7,695
|
-7%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.8M
|
+$1.34M
|
+22,281
|
+29%
|
|
|
29
|
Omega Financial Group
Santa Barbara,
California
|
$4.51M
|
+$626K
|
+10,396
|
+16%
|
|
|
30
|
Aries Wealth Management
Portland,
Maine
|
$4.51M
|
+$4.66M
|
+77,455
|
New
|
|
|
31
|
|
$4.48M
|
-$698K
|
-11,600
|
-13%
|
|
|
32
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.14M
|
+$85.8K
|
+1,425
|
+2%
|
|
|
33
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.78M
|
-$65.1K
|
-1,081
|
-2%
|
|
|
34
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.72M
|
-$572K
|
-9,509
|
-13%
|
|
|
35
|
Bank of the West
Monterey Park,
California
|
$3.58M
|
-$41.5K
|
-690
|
-1%
|
|
|
36
|
Portfolio Solutions
Royal Oak,
Michigan
|
$3.36M
|
-$3.4M
|
-56,485
|
-49%
|
|
|
37
|
Karp Capital Management
Sausalito,
California
|
$3.26M
|
-$1.33M
|
-22,059
|
-28%
|
|
|
38
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.08M
|
+$312K
|
+5,178
|
+11%
|
|
|
39
|
Spinnaker Investment Group
Newport Beach,
California
|
$2.99M
|
+$10.5K
|
+175
|
+0.3%
|
|
|
40
|
Safeguard Investment Advisory Group
Corona,
California
|
$2.95M
|
+$307K
|
+5,102
|
+11%
|
|
|
41
|
First American Trust
Santa Ana,
California
|
$2.65M
|
-$90.8K
|
-1,508
|
-3%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.54M
|
+$261K
|
+4,337
|
+11%
|
|
|
43
|
Evanson Asset Management
Carmel,
California
|
$2.5M
|
+$2.89K
|
+48
|
+0.1%
|
|
|
44
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.43M
|
+$2.51M
|
+41,715
|
New
|
|
|
45
|
WealthSource Partners
San Luis Obispo,
California
|
$2.28M
|
-$133K
|
-2,211
|
-5%
|
|
|
46
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$2.28M
|
+$2.35M
|
+39,115
|
New
|
|
|
47
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$2.22M
|
-$620K
|
-10,305
|
-21%
|
|
|
48
|
Orin Green Financial
San Diego,
California
|
$2.16M
|
-$21.4K
|
-356
|
-0.9%
|
|
|
49
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.12M
|
-$123K
|
-2,050
|
-5%
|
|
|
50
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.12M
|
+$227K
|
+3,764
|
+12%
|
|
