|
51
|
MYeCFO
La Jolla,
California
|
$177K
|
-$649K
|
-54,500
|
-78%
|
|
|
52
|
Camelot Technology Advisors
San Francisco,
California
|
$171K
|
–
|
–
|
–
|
|
|
53
|
Snowden Capital Advisors
New York
|
$170K
|
-$38.4K
|
-3,223
|
-18%
|
|
|
54
|
Mutual Advisors
Omaha,
Nebraska
|
$161K
|
–
|
–
|
–
|
|
|
55
|
D.A. Davidson & Co
Great Falls,
Montana
|
$148K
|
-$39.7K
|
-3,330
|
-21%
|
|
|
56
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$142K
|
+$17.9K
|
+1,500
|
+14%
|
|
|
57
|
Farther Finance Advisors
San Francisco,
California
|
$125K
|
–
|
–
|
–
|
|
|
58
|
Independent Financial Group
San Diego,
California
|
$118K
|
–
|
–
|
–
|
|
|
59
|
Private Trust Company
Cleveland,
Ohio
|
$106K
|
–
|
–
|
–
|
|
|
60
|
Comerica Bank
Dallas,
Texas
|
$35.3K
|
–
|
–
|
–
|
|
|
61
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$30.6K
|
+$31K
|
+2,599
|
New
|
|
|
62
|
Golden State Wealth Management
Santa Ana,
California
|
$24.3K
|
–
|
–
|
–
|
|
|
63
|
FNY Investment Advisers
New York
|
$10K
|
–
|
–
|
–
|
|
|
64
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$6.31K
|
+$3.17K
|
+266
|
+99%
|
|
|
65
|
Parallel Advisors
San Francisco,
California
|
$6K
|
+$6.08K
|
+510
|
New
|
|
|
66
|
Whittier Trust
South Pasadena,
California
|
$2.35K
|
–
|
–
|
–
|
|
|
67
|
Hollencrest Capital Management
Newport Beach,
California
|
$141
|
+$143
|
+12
|
New
|
|
|
68
|
|
$35
|
–
|
–
|
–
|
|
|
69
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$943K
|
-74,913
|
Closed
|
|
|
70
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$344K
|
-27,310
|
Closed
|
|
|
71
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
–
|
-$203K
|
-16,140
|
Closed
|
|
|
72
|
Atria Wealth Solutions
New York
|
–
|
-$184K
|
-14,504
|
Closed
|
|
|
73
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$7.52K
|
-615
|
Closed
|
|
|
74
|
Westside Investment Management
Santa Monica,
California
|
–
|
-$4.21K
|
-334
|
Closed
|
|
