|
51
|
Rand Wealth
Baltimore,
Maryland
|
$280K
|
-$14.9K
|
-254
|
-5%
|
|
|
52
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$277K
|
+$276K
|
+4,696
|
New
|
|
|
53
|
Partnervest Advisory Services
Santa Barbara,
California
|
$240K
|
+$5.05K
|
+86
|
+2%
|
|
|
54
|
Coe Capital Management
Highland Park,
Illinois
|
$234K
|
–
|
–
|
–
|
|
|
55
|
MSI Financial Services
Springfield,
Massachusetts
|
$221K
|
+$187K
|
+3,184
|
+573%
|
|
|
56
|
Coldstream Capital Management
Bellevue,
Washington
|
$204K
|
+$203K
|
+3,460
|
New
|
|
|
57
|
Bank of the West
Monterey Park,
California
|
$200K
|
+$199K
|
+3,390
|
New
|
|
|
58
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$180K
|
-$2.23K
|
-38
|
-1%
|
|
|
59
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$179K
|
+$11.7K
|
+200
|
+7%
|
|
|
60
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$70K
|
–
|
–
|
–
|
|
|
61
|
Gradient Investments
Arden Hills,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
|
62
|
Gemmer Asset Management
Walnut Creek,
California
|
$34K
|
+$33.8K
|
+576
|
New
|
|
|
63
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$28K
|
+$28.2K
|
+480
|
New
|
|
|
64
|
American International Group
New York
|
$13K
|
–
|
–
|
–
|
|
|
65
|
Allworth Financial
Folsom,
California
|
$11K
|
–
|
–
|
–
|
|
|
66
|
Bartlett & Co
Cincinnati,
Ohio
|
$9K
|
+$8.81K
|
+150
|
New
|
|
|
67
|
Tower Research Capital (TRC)
New York
|
$4K
|
+$4.34K
|
+74
|
New
|
|
|
68
|
Argentus Capital Management
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
69
|
Bailard
Foster City,
California
|
–
|
-$16.5M
|
-280,978
|
Closed
|
|
|
70
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$281K
|
-4,794
|
Closed
|
|
|
71
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$208K
|
-3,550
|
Closed
|
|
|
72
|
Quantum Capital Management (California)
San Francisco,
California
|
–
|
-$202K
|
-3,434
|
Closed
|
|
|
73
|
Barclays
London,
United Kingdom
|
–
|
-$110K
|
-1,872
|
Closed
|
|
|
74
|
AssetMark Inc
Concord,
California
|
–
|
-$5K
|
-90
|
Closed
|
|
