|
26
|
Whittier Trust
South Pasadena,
California
|
$280K
|
–
|
–
|
–
|
|
|
27
|
Wedbush Securities
Los Angeles,
California
|
$273K
|
+$58.1K
|
+4,350
|
+28%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$270K
|
-$49K
|
-3,670
|
-16%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$263K
|
+$97.3K
|
+7,284
|
+63%
|
|
|
30
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$246K
|
+$236K
|
+17,667
|
New
|
|
|
31
|
Kercheville Advisors
San Antonio,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$226K
|
+$16.8K
|
+1,258
|
+8%
|
|
|
33
|
Epstein & White Financial
San Diego,
California
|
$211K
|
–
|
–
|
–
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$207K
|
–
|
–
|
–
|
|
|
35
|
Mirador Capital Partners
Pleasanton,
California
|
$194K
|
-$1.04K
|
-78
|
-0.6%
|
|
|
36
|
Diligent Investors
Redlands,
California
|
$179K
|
–
|
–
|
–
|
|
|
37
|
Alpha Cubed Investments
Irvine,
California
|
$153K
|
–
|
–
|
–
|
|
|
38
|
|
$152K
|
+$146K
|
+10,949
|
New
|
|
|
39
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$146K
|
–
|
–
|
–
|
|
|
40
|
Rockefeller Capital Management
New York
|
$140K
|
+$1.42K
|
+106
|
+1%
|
|
|
41
|
McCarthy Asset Management
Redwood Shores,
California
|
$137K
|
–
|
–
|
–
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$48K
|
+$26.7K
|
+2,000
|
+138%
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18K
|
–
|
–
|
–
|
|
|
44
|
Liberty Wealth Management
Oakland,
California
|
$17K
|
+$16K
|
+1,200
|
New
|
|
|
45
|
Gemmer Asset Management
Walnut Creek,
California
|
$13K
|
+$134
|
+10
|
+1%
|
|
|
46
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$11K
|
–
|
–
|
–
|
|
|
47
|
Enterprise Trust & Investment
Los Gatos,
California
|
$6K
|
+$5.89K
|
+441
|
New
|
|
|
48
|
Ford Financial Group
Fresno,
California
|
$5K
|
+$4.86K
|
+364
|
New
|
|
|
49
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$300K
|
-23,500
|
Closed
|
|
|
50
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$59K
|
-4,500
|
Closed
|
|
