|
51
|
Dimension Capital Management
Coral Gables,
Florida
|
$612K
|
–
|
–
|
–
|
|
|
52
|
Fisher Asset Management
Camas,
Washington
|
$607K
|
–
|
–
|
–
|
|
|
53
|
Elmwood Wealth Management
Berkeley,
California
|
$585K
|
+$15.2K
|
+650
|
+3%
|
|
|
54
|
Omega Financial Group
Santa Barbara,
California
|
$585K
|
+$3.24K
|
+139
|
+0.6%
|
|
|
55
|
Journey Strategic Wealth
Summit,
New Jersey
|
$567K
|
-$1.19M
|
-50,960
|
-68%
|
|
|
56
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$560K
|
+$560K
|
+23,996
|
New
|
|
|
57
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$557K
|
–
|
–
|
–
|
|
|
58
|
NWF Advisory Services
Los Angeles,
California
|
$540K
|
–
|
–
|
–
|
|
|
59
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$517K
|
–
|
–
|
–
|
|
|
60
|
Equitable Holdings
New York
|
$487K
|
-$248K
|
-10,627
|
-34%
|
|
|
61
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$480K
|
+$24.2K
|
+1,035
|
+5%
|
|
|
62
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$467K
|
+$467K
|
+20,000
|
New
|
|
|
63
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$465K
|
-$15.5K
|
-665
|
-3%
|
|
|
64
|
Sweeney & Michel
Chico,
California
|
$464K
|
-$46.7K
|
-2,000
|
-9%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$428K
|
-$109K
|
-4,684
|
-20%
|
|
|
66
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$419K
|
+$427K
|
+18,309
|
New
|
|
|
67
|
Raymond James Financial
St Petersburg,
Florida
|
$418K
|
-$173K
|
-7,429
|
-29%
|
|
|
68
|
Atlas Legacy Advisors
Los Angeles,
California
|
$412K
|
-$9.97M
|
-427,325
|
-96%
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$406K
|
-$127K
|
-5,446
|
-24%
|
|
|
70
|
Certus Wealth Management
Redwood City,
California
|
$404K
|
+$404K
|
+17,309
|
New
|
|
|
71
|
Avantax Advisory Services
Dallas,
Texas
|
$381K
|
-$6.65K
|
-285
|
-2%
|
|
|
72
|
Climber Capital
Nyon,
Switzerland
|
$381K
|
–
|
–
|
–
|
|
|
73
|
Avantax Planning Partners
Dubuque,
Iowa
|
$357K
|
-$230K
|
-9,852
|
-39%
|
|
|
74
|
Waddell & Associates
Memphis,
Tennessee
|
$330K
|
–
|
–
|
–
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$293K
|
+$293K
|
+12,545
|
New
|
|
