|
26
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$336K
|
+$338K
|
+13,563
|
New
|
|
|
27
|
SteelPeak Wealth
Woodland Hills,
California
|
$316K
|
-$13.7K
|
-549
|
-4%
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$292K
|
+$324
|
+13
|
+0.1%
|
|
|
29
|
American Portfolios Advisors
Holbrook,
New York
|
$96.1K
|
–
|
–
|
–
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$78K
|
-$13.8K
|
-552
|
-15%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24K
|
-$7.33K
|
-294
|
-23%
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
33
|
Harbour Investments
Madison,
Wisconsin
|
$12K
|
-$74.3K
|
-2,983
|
-86%
|
|
|
34
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
35
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$9K
|
+$9.25K
|
+371
|
New
|
|
|
36
|
Koshinski Asset Management
Decatur,
Illinois
|
$7.4K
|
+$75
|
+3
|
+1%
|
|
|
37
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$6K
|
–
|
–
|
–
|
|
|
38
|
Rockefeller Capital Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$5K
|
–
|
–
|
–
|
|
|
40
|
Tortoise Investment Management
White Plains,
New York
|
$3K
|
–
|
–
|
–
|
|
|
41
|
Janiczek Wealth Management
Denver,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
42
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2K
|
–
|
–
|
–
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
44
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
45
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
46
|
|
–
|
-$780K
|
-31,669
|
Closed
|
|
|
47
|
Citadel Advisors
Miami,
Florida
|
–
|
-$532K
|
-21,603
|
Closed
|
|
|
48
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$281K
|
-11,380
|
Closed
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$58K
|
-2,336
|
Closed
|
|
|
50
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
+$299
|
+12
|
New
|
|
