|
101
|
Client First Capital
San Diego,
California
|
$1.01M
|
-$4.55K
|
-80
|
-0.5%
|
|
|
102
|
Private Asset Management
San Diego,
California
|
$970K
|
–
|
–
|
–
|
|
|
103
|
SimpliFi Inc
San Diego,
California
|
$942K
|
+$934K
|
+16,412
|
New
|
|
|
104
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$899K
|
–
|
–
|
–
|
|
|
105
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$882K
|
-$36.5M
|
-641,264
|
-98%
|
|
|
106
|
Parcion Private Wealth
Bellevue,
Washington
|
$876K
|
–
|
–
|
–
|
|
|
107
|
Global Retirement Partners
San Rafael,
California
|
$819K
|
+$714K
|
+12,551
|
+702%
|
|
|
108
|
HSBC Holdings
London,
United Kingdom
|
$819K
|
+$69.6K
|
+1,223
|
+9%
|
|
|
109
|
Peninsula Wealth
San Francisco,
California
|
$805K
|
+$91.6K
|
+1,611
|
+13%
|
|
|
110
|
CreativeOne Wealth
Overland Park,
Kansas
|
$777K
|
+$41.4K
|
+728
|
+6%
|
|
|
111
|
Integris Wealth Management
Monterey,
California
|
$769K
|
–
|
–
|
–
|
|
|
112
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$762K
|
–
|
–
|
–
|
|
|
113
|
KWB Wealth
Redlands,
California
|
$758K
|
–
|
–
|
–
|
|
|
114
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$755K
|
+$453K
|
+7,960
|
+154%
|
|
|
115
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$741K
|
+$188K
|
+3,300
|
+34%
|
|
|
116
|
One Capital Management
Westlake Village,
California
|
$740K
|
-$5.4K
|
-95
|
-0.7%
|
|
|
117
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$730K
|
–
|
–
|
–
|
|
|
118
|
Stifel Financial
St. Louis,
Missouri
|
$726K
|
+$356K
|
+6,251
|
+98%
|
|
|
119
|
Valmark Advisers
Akron,
Ohio
|
$725K
|
–
|
–
|
–
|
|
|
120
|
Coldstream Capital Management
Bellevue,
Washington
|
$719K
|
-$142K
|
-2,500
|
-17%
|
|
|
121
|
Tillman Hartley LLC
Denver,
Colorado
|
$710K
|
–
|
–
|
–
|
|
|
122
|
MML Investors Services
Springfield,
Massachusetts
|
$702K
|
+$348K
|
+6,110
|
+100%
|
|
|
123
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$691K
|
+$684K
|
+12,026
|
New
|
|
|
124
|
Destination Wealth Management
Walnut Creek,
California
|
$678K
|
+$672K
|
+11,805
|
New
|
|
|
125
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$658K
|
-$28.4K
|
-500
|
-4%
|
|
