|
26
|
|
$163K
|
+$157K
|
+16,953
|
New
|
|
|
27
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$158K
|
+$152K
|
+16,466
|
New
|
|
|
28
|
Whittier Trust
South Pasadena,
California
|
$156K
|
–
|
–
|
–
|
|
|
29
|
D.A. Davidson & Co
Great Falls,
Montana
|
$133K
|
–
|
–
|
–
|
|
|
30
|
Tempus Wealth Planning
Irvine,
California
|
$131K
|
+$126K
|
+13,577
|
New
|
|
|
31
|
Cetera Advisor Networks
El Segundo,
California
|
$114K
|
–
|
–
|
–
|
|
|
32
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$111K
|
–
|
–
|
–
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53K
|
-$59.9K
|
-6,475
|
-54%
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53K
|
+$15K
|
+1,617
|
+42%
|
|
|
35
|
Liberty Wealth Management
Oakland,
California
|
$40K
|
+$38.6K
|
+4,176
|
New
|
|
|
36
|
Next Financial Group
Houston,
Texas
|
$37K
|
–
|
–
|
–
|
|
|
37
|
Parallel Advisors
San Francisco,
California
|
$14K
|
–
|
–
|
–
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
39
|
Tarbox Family Office
Newport Beach,
California
|
$1K
|
+$925
|
+100
|
New
|
|
|
40
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$181K
|
-19,943
|
Closed
|
|
|
41
|
Citadel Advisors
Miami,
Florida
|
–
|
-$138K
|
-15,218
|
Closed
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$99K
|
-10,935
|
Closed
|
|
|
43
|
Epstein & White Financial
San Diego,
California
|
–
|
-$99K
|
-10,898
|
Closed
|
|
|
44
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$16K
|
-1,748
|
Closed
|
|
|
45
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$5K
|
-544
|
Closed
|
|
