|
26
|
Brio Consultants
San Francisco,
California
|
$16.1M
|
-$13M
|
-233,168
|
-46%
|
|
|
27
|
Financial Connections Group
Corte Madera,
California
|
$15.5M
|
+$14.9M
|
+267,515
|
New
|
|
|
28
|
Renaissance Technologies
New York
|
$14.6M
|
+$14.1M
|
+252,800
|
New
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
+$5.25M
|
+94,027
|
+67%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$13.5M
|
+$397K
|
+7,118
|
+3%
|
|
|
31
|
|
$12.8M
|
+$361K
|
+6,469
|
+3%
|
|
|
32
|
MYeCFO
La Jolla,
California
|
$11.2M
|
-$26.1K
|
-467
|
-0.2%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.7M
|
-$3.54M
|
-63,386
|
-26%
|
|
|
34
|
SEI Investments
Oaks,
Pennsylvania
|
$10.5M
|
+$3.01M
|
+54,003
|
+43%
|
|
|
35
|
WealthSource Partners
San Luis Obispo,
California
|
$10.4M
|
-$961K
|
-17,217
|
-9%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$10M
|
-$1.58M
|
-28,337
|
-14%
|
|
|
37
|
Pure Financial Advisors
San Diego,
California
|
$9.95M
|
-$1.04M
|
-18,641
|
-10%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.24M
|
-$344K
|
-6,159
|
-4%
|
|
|
39
|
Bailard
Foster City,
California
|
$8.46M
|
-$37.9M
|
-679,069
|
-82%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.22M
|
+$315K
|
+5,640
|
+4%
|
|
|
41
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.32M
|
-$1.42M
|
-25,376
|
-17%
|
|
|
42
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.11M
|
+$1.11M
|
+19,926
|
+19%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$7M
|
-$2.23M
|
-40,042
|
-25%
|
|
|
44
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.92M
|
+$6.67M
|
+119,441
|
New
|
|
|
45
|
|
$6.82M
|
+$1.02M
|
+18,207
|
+18%
|
|
|
46
|
Choreo LLC
Rockford,
Illinois
|
$6.74M
|
-$524K
|
-9,385
|
-7%
|
|
|
47
|
|
$6.7M
|
+$65.2K
|
+1,168
|
+1%
|
|
|
48
|
Mission Wealth Management
Santa Barbara,
California
|
$6.58M
|
-$1.37M
|
-24,470
|
-18%
|
|
|
49
|
Rinkey Investments
San Diego,
California
|
$6.36M
|
+$888K
|
+15,918
|
+17%
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.3M
|
+$509K
|
+9,112
|
+9%
|
|
