|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$363K
|
-$310K
|
-19,471
|
-46%
|
|
|
27
|
WESCAP Management Group
Glendale,
California
|
$342K
|
–
|
–
|
–
|
|
|
28
|
Wedbush Securities
Los Angeles,
California
|
$334K
|
+$108K
|
+6,765
|
+47%
|
|
|
29
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$311K
|
-$938K
|
-58,948
|
-75%
|
|
|
30
|
City of London Investment Management
London,
United Kingdom
|
$290K
|
–
|
–
|
–
|
|
|
31
|
Karp Capital Management
Sausalito,
California
|
$261K
|
+$31.8K
|
+2,000
|
+14%
|
|
|
32
|
Corient Capital Partners
Newport Beach,
California
|
$259K
|
–
|
–
|
–
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$259K
|
+$36.6K
|
+2,300
|
+16%
|
|
|
34
|
Litman Gregory Wealth Management
Larkspur,
California
|
$254K
|
+$251K
|
+15,748
|
+6,249%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$253K
|
-$13.4K
|
-840
|
-5%
|
|
|
36
|
Whittier Trust
South Pasadena,
California
|
$250K
|
-$57.5K
|
-3,616
|
-19%
|
|
|
37
|
Family Management
New York
|
$238K
|
–
|
–
|
–
|
|
|
38
|
Lindbrook Capital
Calabasas,
California
|
$207K
|
-$20.7K
|
-1,300
|
-9%
|
|
|
39
|
Miracle Mile Advisors
Los Angeles,
California
|
$205K
|
–
|
–
|
–
|
|
|
40
|
Intersect Capital
San Ramon,
California
|
$200K
|
–
|
–
|
–
|
|
|
41
|
Apriem Advisors
Irvine,
California
|
$199K
|
-$171K
|
-10,736
|
-46%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$198K
|
–
|
–
|
–
|
|
|
43
|
Golden State Equity Partners
South Coast Metro,
California
|
$191K
|
–
|
–
|
–
|
|
|
44
|
Woodward Diversified Capital
Bakersfield,
California
|
$159K
|
–
|
–
|
–
|
|
|
45
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$127K
|
–
|
–
|
–
|
|
|
46
|
Allworth Financial
Folsom,
California
|
$100K
|
–
|
–
|
–
|
|
|
47
|
Rockefeller Capital Management
New York
|
$90K
|
+$90.7K
|
+5,700
|
New
|
|
|
48
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$42K
|
–
|
–
|
–
|
|
|
49
|
Parallel Advisors
San Francisco,
California
|
$34K
|
–
|
–
|
–
|
|
|
50
|
Quest Capital Management
Dallas,
Texas
|
–
|
-$169K
|
-169,290
|
Closed
|
|
