|
26
|
DeDora Capital
Napa,
California
|
$289K
|
–
|
–
|
–
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$255K
|
-$46.6K
|
-1,800
|
-16%
|
|
|
28
|
Gradient Capital Advisors
San Diego,
California
|
$221K
|
–
|
–
|
–
|
|
|
29
|
|
$208K
|
+$36.3K
|
+1,403
|
+22%
|
|
|
30
|
Cypress Wealth Services
Palm Desert,
California
|
$204K
|
+$200K
|
+7,748
|
New
|
|
|
31
|
AE Wealth Management
Topeka,
Kansas
|
$203K
|
-$19.7K
|
-761
|
-9%
|
|
|
32
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$203K
|
-$19.7K
|
-761
|
-9%
|
|
|
33
|
Epstein & White Financial
San Diego,
California
|
$202K
|
-$43.1K
|
-1,665
|
-18%
|
|
|
34
|
Destination Wealth Management
Walnut Creek,
California
|
$175K
|
–
|
–
|
–
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$158K
|
+$155K
|
+5,994
|
New
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$58K
|
–
|
–
|
–
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$53K
|
–
|
–
|
–
|
|
|
38
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$37K
|
+$36.2K
|
+1,400
|
New
|
|
|
39
|
Gradient Investments
Arden Hills,
Minnesota
|
$26K
|
–
|
–
|
–
|
|
|
40
|
Parallel Advisors
San Francisco,
California
|
$15K
|
–
|
–
|
–
|
|
|
41
|
Knuff & Co
Foster City,
California
|
$8K
|
–
|
–
|
–
|
|
|
42
|
Tower Research Capital (TRC)
New York
|
$8K
|
–
|
–
|
–
|
|
|
43
|
Allworth Financial
Folsom,
California
|
$4K
|
–
|
–
|
–
|
|
|
44
|
Elmwood Wealth Management
Berkeley,
California
|
$4K
|
+$1.22K
|
+47
|
+53%
|
|
|
45
|
|
$1K
|
–
|
–
|
–
|
|
|
46
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$2.61M
|
-101,406
|
Closed
|
|
|
47
|
Apriem Advisors
Irvine,
California
|
–
|
-$418K
|
-16,210
|
Closed
|
|
|
48
|
Corient Capital Partners
Newport Beach,
California
|
–
|
-$226K
|
-8,759
|
Closed
|
|
|
49
|
Main Management
San Francisco,
California
|
–
|
-$191K
|
-7,400
|
Closed
|
|
|
50
|
Wealthspire Advisors (New York)
New York
|
–
|
-$11K
|
-430
|
Closed
|
|
