|
26
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$171K
|
+$105K
|
+7,281
|
+167%
|
|
|
27
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$169K
|
+$167K
|
+11,518
|
New
|
|
|
28
|
Boston Advisors
Boston,
Massachusetts
|
$165K
|
–
|
–
|
–
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$164K
|
+$162K
|
+11,201
|
New
|
|
|
30
|
First Allied Advisory Services
San Diego,
California
|
$152K
|
-$15.1K
|
-1,044
|
-9%
|
|
|
31
|
Pure Financial Advisors
San Diego,
California
|
$149K
|
–
|
–
|
–
|
|
|
32
|
American International Group
New York
|
$75K
|
–
|
–
|
–
|
|
|
33
|
MSI Financial Services
Springfield,
Massachusetts
|
$60K
|
–
|
–
|
–
|
|
|
34
|
Whittier Trust
South Pasadena,
California
|
$47K
|
–
|
–
|
–
|
|
|
35
|
|
$43K
|
+$11.3K
|
+780
|
+36%
|
|
|
36
|
Efficient Market Advisors
San Diego,
California
|
$30K
|
–
|
–
|
–
|
|
|
37
|
Huntington National Bank
Columbus,
Ohio
|
$22K
|
–
|
–
|
–
|
|
|
38
|
Windsor Capital Management
Phoenix,
Arizona
|
$16K
|
+$16.6K
|
+1,149
|
New
|
|
|
39
|
Gemmer Asset Management
Walnut Creek,
California
|
$15K
|
–
|
–
|
–
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$3K
|
+$2.9K
|
+200
|
New
|
|
|
41
|
Virtu KCG Holdings
New York
|
–
|
-$484K
|
-34,150
|
Closed
|
|
|
42
|
Global Endowment Management
Charlotte,
North Carolina
|
–
|
-$458K
|
-32,304
|
Closed
|
|
|
43
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$286K
|
-20,170
|
Closed
|
|
|
44
|
Doliver Advisors
Houston,
Texas
|
–
|
-$238K
|
-16,811
|
Closed
|
|
|
45
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$181K
|
-12,760
|
Closed
|
|
|
46
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$185K
|
-12,294
|
Closed
|
|
|
47
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$174K
|
-12,259
|
Closed
|
|
|
48
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$61K
|
-4,270
|
Closed
|
|
|
49
|
Edge Wealth Management
New York
|
–
|
-$58K
|
-4,100
|
Closed
|
|
