|
26
|
|
$295K
|
–
|
–
|
–
|
|
|
27
|
Bank of the West
Monterey Park,
California
|
$279K
|
–
|
–
|
–
|
|
|
28
|
Quantum Capital Management (California)
San Francisco,
California
|
$269K
|
–
|
–
|
–
|
|
|
29
|
Virtu KCG Holdings
New York
|
$266K
|
+$263K
|
+4,692
|
New
|
|
|
30
|
Wealthcare Capital Management
Richmond,
Virginia
|
$249K
|
+$247K
|
+4,396
|
New
|
|
|
31
|
Cetera Advisor Networks
El Segundo,
California
|
$243K
|
–
|
–
|
–
|
|
|
32
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$243K
|
+$1.57K
|
+28
|
+0.7%
|
|
|
33
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$226K
|
–
|
–
|
–
|
|
|
34
|
City National Bank
Beverly Hills,
Delaware
|
$226K
|
+$224K
|
+3,994
|
New
|
|
|
35
|
Empirical Wealth Management
Seattle,
Washington
|
$225K
|
+$786
|
+14
|
+0.4%
|
|
|
36
|
Coe Capital Management
Highland Park,
Illinois
|
$224K
|
–
|
–
|
–
|
|
|
37
|
Aspiriant LLC
Los Angeles,
California
|
$217K
|
+$215K
|
+3,834
|
New
|
|
|
38
|
Partnervest Advisory Services
Santa Barbara,
California
|
$165K
|
-$35.3K
|
-630
|
-18%
|
|
|
39
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$160K
|
–
|
–
|
–
|
|
|
40
|
Winfield Associates
Cleveland,
Ohio
|
$116K
|
–
|
–
|
–
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$70K
|
+$50.7K
|
+904
|
+267%
|
|
|
42
|
Tortoise Investment Management
White Plains,
New York
|
$57K
|
–
|
–
|
–
|
|
|
43
|
Crosspoint Capital Strategies
Orinda,
California
|
$55K
|
–
|
–
|
–
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
|
45
|
Gradient Investments
Arden Hills,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
|
46
|
AssetMark Inc
Concord,
California
|
$19K
|
+$1.12K
|
+20
|
+6%
|
|
|
47
|
New England Securities
New York
|
$10K
|
+$7.52K
|
+134
|
+305%
|
|
|
48
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
49
|
First Foundation Advisors
Irvine,
California
|
–
|
-$563K
|
-10,346
|
Closed
|
|
|
50
|
Bank of New York Mellon
New York
|
–
|
-$427K
|
-7,850
|
Closed
|
|
