|
26
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$927K
|
+$936K
|
+9,426
|
New
|
|
|
27
|
LPL Financial
San Diego,
California
|
$874K
|
+$103K
|
+1,041
|
+13%
|
|
|
28
|
Root Financial Partners
Encinitas,
California
|
$835K
|
+$246K
|
+2,480
|
+41%
|
|
|
29
|
North Berkeley Wealth Management
Berkeley,
California
|
$819K
|
–
|
–
|
–
|
|
|
30
|
Burton Enright Welch
Walnut Creek,
California
|
$775K
|
+$228K
|
+2,295
|
+41%
|
|
|
31
|
Values Added Financial
Washington,
District of Columbia
|
$718K
|
–
|
–
|
–
|
|
|
32
|
Opes Wealth Management
Menlo Park,
California
|
$556K
|
–
|
–
|
–
|
|
|
33
|
Keystone Wealth Services
Palm Desert,
California
|
$556K
|
+$188K
|
+1,892
|
+50%
|
|
|
34
|
Ariston Services Group
San Diego,
California
|
$533K
|
-$268K
|
-2,696
|
-33%
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$496K
|
+$501K
|
+5,045
|
New
|
|
|
36
|
Meridian Wealth Management
Lexington,
Kentucky
|
$483K
|
–
|
–
|
–
|
|
|
37
|
Elevation Wealth Partners
Santa Rosa,
California
|
$429K
|
+$2.38K
|
+24
|
+0.6%
|
|
|
38
|
Nautilus Advisors
La Jolla,
California
|
$417K
|
+$22.3K
|
+225
|
+6%
|
|
|
39
|
AQR Capital Management
Greenwich,
Connecticut
|
$417K
|
+$421K
|
+4,236
|
New
|
|
|
40
|
TPG Advisors
Northfield,
Illinois
|
$394K
|
–
|
–
|
–
|
|
|
41
|
NewEdge Advisors
New Orleans,
Louisiana
|
$331K
|
–
|
–
|
–
|
|
|
42
|
Tolleson Wealth Management
Dallas,
Texas
|
$325K
|
–
|
–
|
–
|
|
|
43
|
Sweeney & Michel
Chico,
California
|
$314K
|
+$326K
|
+3,284
|
New
|
|
|
44
|
Fiduciary Financial Group
San Rafael,
California
|
$301K
|
+$309K
|
+3,108
|
New
|
|
|
45
|
|
$282K
|
-$558K
|
-5,617
|
-66%
|
|
|
46
|
Quantinno Capital Management
New York
|
$280K
|
+$283K
|
+2,850
|
New
|
|
|
47
|
Climber Capital
Nyon,
Switzerland
|
$266K
|
+$309K
|
+3,110
|
New
|
|
|
48
|
Core Wealth Partners
Santa Rosa,
California
|
$260K
|
–
|
–
|
–
|
|
|
49
|
Blume Capital Management
Berkeley,
California
|
$246K
|
–
|
–
|
–
|
|
|
50
|
Aspiriant LLC
Los Angeles,
California
|
$246K
|
+$2.98K
|
+30
|
+1%
|
|
