|
26
|
Insight Wealth Strategies
San Ramon,
California
|
$3.25M
|
+$3.25M
|
+61,541
|
New
|
|
|
27
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.02M
|
-$15.8K
|
-300
|
-0.5%
|
|
|
28
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$2.58M
|
+$389K
|
+7,365
|
+18%
|
|
|
29
|
Omega Financial Group
Santa Barbara,
California
|
$2.57M
|
+$73.1K
|
+1,385
|
+3%
|
|
|
30
|
Inscription Capital
Houston,
Texas
|
$2.57M
|
+$2.57M
|
+48,595
|
New
|
|
|
31
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.29M
|
-$1.23M
|
-23,343
|
-35%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.18M
|
+$1.01M
|
+19,197
|
+87%
|
|
|
33
|
LPL Financial
San Diego,
California
|
$2.17M
|
+$788K
|
+14,923
|
+57%
|
|
|
34
|
Prudential Financial
Newark,
New Jersey
|
$1.97M
|
-$11.5K
|
-218
|
-0.6%
|
|
|
35
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.92M
|
-$80.1K
|
-1,517
|
-4%
|
|
|
36
|
Pure Financial Advisors
San Diego,
California
|
$1.75M
|
-$301K
|
-5,701
|
-15%
|
|
|
37
|
|
$1.71M
|
+$213K
|
+4,042
|
+14%
|
|
|
38
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.66M
|
-$692K
|
-13,104
|
-29%
|
|
|
39
|
KeyBank National Association
Cleveland,
Ohio
|
$1.52M
|
+$65.6K
|
+1,243
|
+5%
|
|
|
40
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.41M
|
+$17.2K
|
+325
|
+1%
|
|
|
41
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.3M
|
+$1.3M
|
+24,660
|
+145,059%
|
|
|
42
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.29M
|
-$56.8K
|
-1,076
|
-4%
|
|
|
43
|
|
$1.24M
|
-$22.1K
|
-419
|
-2%
|
|
|
44
|
Franklin Resources
San Mateo,
California
|
$1.19M
|
+$389K
|
+7,364
|
+49%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.17M
|
+$42.5K
|
+805
|
+4%
|
|
|
46
|
Comerica Bank
Dallas,
Texas
|
$980K
|
-$767K
|
-14,526
|
-44%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$947K
|
+$381K
|
+7,208
|
+67%
|
|
|
48
|
Crossmark Global Holdings
Houston,
Texas
|
$937K
|
-$238K
|
-4,500
|
-20%
|
|
|
49
|
Renaissance Technologies
New York
|
$931K
|
+$597K
|
+11,300
|
+179%
|
|
|
50
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$921K
|
-$187K
|
-3,539
|
-17%
|
|
