|
26
|
Omega Financial Group
Santa Barbara,
California
|
$997K
|
+$1.01M
|
+40,986
|
New
|
|
|
27
|
Allworth Financial
Folsom,
California
|
$955K
|
-$5.68M
|
-230,443
|
-85%
|
|
|
28
|
Running Point Capital Advisors
El Segundo,
California
|
$932K
|
-$76.5K
|
-3,107
|
-7%
|
|
|
29
|
Pure Financial Advisors
San Diego,
California
|
$885K
|
+$285K
|
+11,555
|
+47%
|
|
|
30
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$825K
|
-$151K
|
-6,124
|
-15%
|
|
|
31
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$684K
|
+$120K
|
+4,890
|
+21%
|
|
|
32
|
SimpliFi Inc
San Diego,
California
|
$622K
|
+$3.5K
|
+142
|
+0.6%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$603K
|
+$164K
|
+6,649
|
+37%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$589K
|
+$2.86K
|
+116
|
+0.5%
|
|
|
35
|
January Capital Advisors
San Francisco,
California
|
$556K
|
–
|
–
|
–
|
|
|
36
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$554K
|
-$56.8K
|
-2,307
|
-9%
|
|
|
37
|
FOCUS Wealth Advisors
Houston,
Texas
|
$526K
|
+$10.5K
|
+425
|
+2%
|
|
|
38
|
Destination Wealth Management
Walnut Creek,
California
|
$524K
|
–
|
–
|
–
|
|
|
39
|
Capital CS Group
Irvine,
California
|
$485K
|
+$491K
|
+19,952
|
New
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$478K
|
-$236K
|
-9,569
|
-33%
|
|
|
41
|
Apriem Advisors
Irvine,
California
|
$473K
|
-$204K
|
-8,300
|
-30%
|
|
|
42
|
Boltwood Capital Management
Walnut Creek,
California
|
$468K
|
+$474K
|
+19,250
|
New
|
|
|
43
|
Karp Capital Management
Sausalito,
California
|
$453K
|
+$459K
|
+18,643
|
New
|
|
|
44
|
Alpha Cubed Investments
Irvine,
California
|
$433K
|
–
|
–
|
–
|
|
|
45
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$368K
|
+$2.07K
|
+84
|
+0.6%
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
$367K
|
-$409K
|
-16,590
|
-52%
|
|
|
47
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$363K
|
+$368K
|
+14,928
|
New
|
|
|
48
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$350K
|
-$430K
|
-17,451
|
-55%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$343K
|
-$386K
|
-15,653
|
-53%
|
|
|
50
|
Global Retirement Partners
San Rafael,
California
|
$337K
|
-$103K
|
-4,200
|
-23%
|
|
