|
26
|
EP Wealth Advisors
Torrance,
California
|
$386K
|
+$388K
|
+7,706
|
New
|
|
|
27
|
Prospect Financial Group
Arlington,
Virginia
|
$371K
|
+$373K
|
+7,410
|
New
|
|
|
28
|
Fiduciary Financial Group
San Rafael,
California
|
$359K
|
+$94.2K
|
+1,869
|
+35%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$311K
|
+$313K
|
+6,209
|
New
|
|
|
30
|
Red Lighthouse Investment Management
New York
|
$300K
|
-$1.97K
|
-39
|
-0.6%
|
|
|
31
|
Evanson Asset Management
Carmel,
California
|
$294K
|
+$4.84K
|
+96
|
+2%
|
|
|
32
|
Corient Private Wealth
Miami,
Florida
|
$260K
|
+$2.57K
|
+51
|
+1%
|
|
|
33
|
Willow Creek Wealth Management
Sebastopol,
California
|
$249K
|
+$24.9K
|
+495
|
+11%
|
|
|
34
|
Tortoise Investment Management
White Plains,
New York
|
$194K
|
-$161K
|
-3,201
|
-45%
|
|
|
35
|
Parkworth Wealth Management
Los Gatos,
California
|
$167K
|
+$168K
|
+3,335
|
New
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$139K
|
–
|
–
|
–
|
|
|
37
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$101K
|
-$1.86K
|
-37
|
-2%
|
|
|
38
|
Angeles Wealth Management
Santa Monica,
California
|
$100K
|
–
|
–
|
–
|
|
|
39
|
Larson Financial Group
St Louis,
Missouri
|
$100K
|
–
|
–
|
–
|
|
|
40
|
Navigoe Wealth Management
Redondo Beach,
California
|
$99K
|
+$100K
|
+1,990
|
New
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$91.7K
|
+$92.4K
|
+1,833
|
New
|
|
|
42
|
Farther Finance Advisors
San Francisco,
California
|
$70.3K
|
+$70.8K
|
+1,404
|
New
|
|
|
43
|
|
$56.7K
|
+$57.1K
|
+1,133
|
New
|
|
|
44
|
IFP Advisors
Tampa,
Florida
|
$50.2K
|
–
|
–
|
–
|
|
|
45
|
Allworth Financial
Folsom,
California
|
$39.7K
|
–
|
–
|
–
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34K
|
–
|
–
|
–
|
|
|
47
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$19K
|
–
|
–
|
–
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$6.11K
|
-$3.58K
|
-71
|
-37%
|
|
|
49
|
Horizon Investments
Charlotte,
North Carolina
|
$1.45K
|
+$1.46K
|
+29
|
New
|
|
|
50
|
Bell Investment Advisors
Oakland,
California
|
$1.3K
|
–
|
–
|
–
|
|
