|
26
|
Lido Advisors
Los Angeles,
California
|
$215K
|
–
|
–
|
–
|
|
|
27
|
Wealthspire Advisors (New York)
New York
|
$207K
|
–
|
–
|
–
|
|
|
28
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$207K
|
+$210K
|
+18,245
|
New
|
|
|
29
|
SteelPeak Wealth
Woodland Hills,
California
|
$196K
|
–
|
–
|
–
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$160K
|
-$5.17K
|
-448
|
-3%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$157K
|
+$160K
|
+13,845
|
New
|
|
|
32
|
Alethea Capital Management
Mercer Island,
Washington
|
$154K
|
–
|
–
|
–
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$137K
|
+$139K
|
+12,076
|
New
|
|
|
34
|
Realta Investment Advisors
Wilmington,
Delaware
|
$130K
|
+$132K
|
+11,419
|
New
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$118K
|
–
|
–
|
–
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$94K
|
–
|
–
|
–
|
|
|
37
|
|
$61K
|
+$46
|
+4
|
+0.1%
|
|
|
38
|
Next Financial Group
Houston,
Texas
|
$57K
|
+$57.6K
|
+5,000
|
New
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$27K
|
–
|
–
|
–
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$27K
|
–
|
–
|
–
|
|
|
41
|
Reilly Financial Advisors
La Mesa,
California
|
$26K
|
–
|
–
|
–
|
|
|
42
|
Whittier Trust
South Pasadena,
California
|
$23K
|
+$23.1K
|
+2,000
|
New
|
|
|
43
|
Panagora Asset Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Saba Capital Management
New York
|
–
|
-$2.38M
|
-214,044
|
Closed
|
|
|
45
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$120K
|
-10,759
|
Closed
|
|
|
46
|
Lindbrook Capital
Calabasas,
California
|
–
|
-$34.6K
|
-3,000
|
Closed
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$8K
|
-750
|
Closed
|
|
