|
26
|
Hollencrest Capital Management
Newport Beach,
California
|
$281K
|
–
|
–
|
–
|
|
|
27
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$273K
|
–
|
–
|
–
|
|
|
28
|
Alethea Capital Management
Mercer Island,
Washington
|
$237K
|
–
|
–
|
–
|
|
|
29
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$203K
|
+$195K
|
+11,926
|
New
|
|
|
30
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$199K
|
–
|
–
|
–
|
|
|
31
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$196K
|
–
|
–
|
–
|
|
|
32
|
Boston Advisors
Boston,
Massachusetts
|
$192K
|
–
|
–
|
–
|
|
|
33
|
Pure Financial Advisors
San Diego,
California
|
$174K
|
–
|
–
|
–
|
|
|
34
|
Advisor Group
Phoenix,
Arizona
|
$87K
|
+$83.5K
|
+5,114
|
New
|
|
|
35
|
Blume Capital Management
Berkeley,
California
|
$71K
|
+$67.7K
|
+4,145
|
New
|
|
|
36
|
MSI Financial Services
Springfield,
Massachusetts
|
$70K
|
–
|
–
|
–
|
|
|
37
|
Huntington National Bank
Columbus,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
38
|
Tradewinds Capital Management
Bellingham,
Washington
|
$23K
|
-$664K
|
-40,652
|
-97%
|
|
|
39
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$20K
|
-$16.3K
|
-1,000
|
-45%
|
|
|
40
|
|
$18K
|
-$14.2K
|
-872
|
-45%
|
|
|
41
|
Gemmer Asset Management
Walnut Creek,
California
|
$17K
|
–
|
–
|
–
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
43
|
Geneos Wealth Management
Englewood,
Colorado
|
$6K
|
–
|
–
|
–
|
|
|
44
|
Creative Planning
Overland Park,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
45
|
|
–
|
-$735K
|
-45,852
|
Closed
|
|
|
46
|
OTA Financial Group
Purchase,
New York
|
–
|
-$252K
|
-15,782
|
Closed
|
|
|
47
|
Bank of Stockton
Stockton,
California
|
–
|
-$216K
|
-13,462
|
Closed
|
|
|
48
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$162K
|
-10,138
|
Closed
|
|
|
49
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$161K
|
-10,028
|
Closed
|
|
|
50
|
American International Group
New York
|
–
|
-$82K
|
-5,114
|
Closed
|
|
