|
26
|
Dimension Capital Management
Coral Gables,
Florida
|
$724K
|
–
|
–
|
–
|
|
|
27
|
Coe Capital Management
Highland Park,
Illinois
|
$635K
|
–
|
–
|
–
|
|
|
28
|
Clear Creek Financial Management
Silverdale,
Washington
|
$634K
|
+$636K
|
+22,972
|
New
|
|
|
29
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$618K
|
+$304
|
+11
|
+0%
|
|
|
30
|
Apriem Advisors
Irvine,
California
|
$563K
|
+$565K
|
+20,400
|
New
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$512K
|
+$57.3K
|
+2,069
|
+13%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$509K
|
–
|
–
|
–
|
|
|
33
|
FLC Capital Advisors
Palm Desert,
California
|
$508K
|
–
|
–
|
–
|
|
|
34
|
Partnervest Advisory Services
Santa Barbara,
California
|
$501K
|
-$57.9K
|
-2,093
|
-10%
|
|
|
35
|
Destination Wealth Management
Walnut Creek,
California
|
$487K
|
–
|
–
|
–
|
|
|
36
|
Gradient Capital Advisors
San Diego,
California
|
$479K
|
+$248K
|
+8,960
|
+107%
|
|
|
37
|
Intellectus Partners
San Francisco,
California
|
$465K
|
+$76.9K
|
+2,779
|
+20%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$420K
|
-$25.7K
|
-929
|
-6%
|
|
|
39
|
AdvicePeriod
Los Angeles,
California
|
$317K
|
–
|
–
|
–
|
|
|
40
|
HBW Advisory Services
Simi Valley,
California
|
$294K
|
+$8.36K
|
+302
|
+3%
|
|
|
41
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$293K
|
+$21.4K
|
+772
|
+8%
|
|
|
42
|
Global Retirement Partners
San Rafael,
California
|
$281K
|
–
|
–
|
–
|
|
|
43
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$281K
|
+$282K
|
+10,192
|
New
|
|
|
44
|
Epstein & White Financial
San Diego,
California
|
$225K
|
+$194
|
+7
|
+0.1%
|
|
|
45
|
Reilly Financial Advisors
La Mesa,
California
|
$224K
|
–
|
–
|
–
|
|
|
46
|
Paulson Wealth Management
Wheaton,
Illinois
|
$220K
|
+$220K
|
+7,965
|
New
|
|
|
47
|
Mattern Capital Management
Lakewood,
Colorado
|
$207K
|
+$207K
|
+7,491
|
New
|
|
|
48
|
Main Management
San Francisco,
California
|
$204K
|
–
|
–
|
–
|
|
|
49
|
NewFocus Financial Group
Vancouver,
Washington
|
$200K
|
+$201K
|
+7,252
|
New
|
|
|
50
|
|
$197K
|
–
|
–
|
–
|
|
