|
26
|
LPL Financial
San Diego,
California
|
$138K
|
+$72.7K
|
+12,052
|
+109%
|
|
|
27
|
|
$119K
|
–
|
–
|
–
|
|
|
28
|
Atria Wealth Solutions
New York
|
$118K
|
+$10.3K
|
+1,700
|
+9%
|
|
|
29
|
Pure Financial Advisors
San Diego,
California
|
$115K
|
–
|
–
|
–
|
|
|
30
|
Financial Engines Advisors
Santa Clara,
California
|
$115K
|
+$116K
|
+19,246
|
New
|
|
|
31
|
Logan Stone Capital
Chicago,
Illinois
|
$100K
|
+$13.3K
|
+2,200
|
+15%
|
|
|
32
|
Tempus Wealth Planning
Irvine,
California
|
$80.8K
|
–
|
–
|
–
|
|
|
33
|
Western Wealth Management
Golden,
Colorado
|
$77.2K
|
–
|
–
|
–
|
|
|
34
|
First Foundation Advisors
Irvine,
California
|
$75.9K
|
–
|
–
|
–
|
|
|
35
|
D.A. Davidson & Co
Great Falls,
Montana
|
$71.5K
|
–
|
–
|
–
|
|
|
36
|
Hollencrest Capital Management
Newport Beach,
California
|
$64.3K
|
–
|
–
|
–
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$61.9K
|
-$140K
|
-23,171
|
-69%
|
|
|
38
|
Woodward Diversified Capital
Bakersfield,
California
|
$61.9K
|
–
|
–
|
–
|
|
|
39
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$50K
|
+$50.4K
|
+8,352
|
New
|
|
|
40
|
Tortoise Investment Management
White Plains,
New York
|
$26.8K
|
-$18.1K
|
-3,000
|
-40%
|
|
|
41
|
Caldwell Sutter Capital
Sausalito,
California
|
$17.9K
|
–
|
–
|
–
|
|
|
42
|
FNY Investment Advisers
New York
|
$3K
|
–
|
–
|
–
|
|
|
43
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$1.03M
|
-165,754
|
Closed
|
|
|
44
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$112K
|
-18,059
|
Closed
|
|
|
45
|
Whittier Trust
South Pasadena,
California
|
–
|
-$75.1K
|
-12,107
|
Closed
|
|
|
46
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$73.9K
|
-11,925
|
Closed
|
|
|
47
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$14.9K
|
-2,419
|
Closed
|
|
