|
26
|
SteelPeak Wealth
Woodland Hills,
California
|
$321K
|
+$17.9K
|
+734
|
+6%
|
|
|
27
|
Mariner
Overland Park,
Kansas
|
$284K
|
+$195
|
+8
|
+0.1%
|
|
|
28
|
Belpointe Asset Management
Reno,
Nevada
|
$276K
|
+$8.64K
|
+355
|
+3%
|
|
|
29
|
Harbour Investments
Madison,
Wisconsin
|
$138K
|
+$85K
|
+3,492
|
+159%
|
|
|
30
|
American Portfolios Advisors
Holbrook,
New York
|
$93.8K
|
+$828
|
+34
|
+0.9%
|
|
|
31
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$44K
|
+$44.2K
|
+1,813
|
New
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$39K
|
–
|
–
|
–
|
|
|
33
|
PNC Managed Account Solutions
Houston,
Texas
|
$34K
|
+$34.1K
|
+1,402
|
New
|
|
|
34
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
35
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$6K
|
–
|
–
|
–
|
|
|
36
|
Rockefeller Capital Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$5K
|
–
|
–
|
–
|
|
|
38
|
Tortoise Investment Management
White Plains,
New York
|
$3K
|
–
|
–
|
–
|
|
|
39
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2K
|
-$487
|
-20
|
-21%
|
|
|
40
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
41
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
42
|
Meeder Asset Management
Dublin,
Ohio
|
$1K
|
+$1.22K
|
+50
|
New
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.33M
|
-56,320
|
Closed
|
|
|
44
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
–
|
-$1.2M
|
-50,956
|
Closed
|
|
|
45
|
Ridgewood Investments
Springfield,
New Jersey
|
–
|
-$207K
|
-8,760
|
Closed
|
|
|
46
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$163K
|
-6,897
|
Closed
|
|
|
47
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
–
|
-$1.57M
|
-4,920
|
Closed
|
|
