|
26
|
Lido Advisors
Los Angeles,
California
|
$238K
|
+$69
|
+6
|
+0%
|
|
|
27
|
SteelPeak Wealth
Woodland Hills,
California
|
$201K
|
–
|
–
|
–
|
|
|
28
|
Kestra Advisory Services
Austin,
Texas
|
$192K
|
-$319K
|
-27,618
|
-63%
|
|
|
29
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$177K
|
+$175K
|
+15,200
|
New
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$161K
|
+$81
|
+7
|
+0.1%
|
|
|
31
|
Alethea Capital Management
Mercer Island,
Washington
|
$158K
|
–
|
–
|
–
|
|
|
32
|
Wealthspire Advisors (New York)
New York
|
$154K
|
–
|
–
|
–
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$145K
|
+$9.81K
|
+850
|
+7%
|
|
|
34
|
Orion Capital Management
Coronado,
California
|
$140K
|
–
|
–
|
–
|
|
|
35
|
Realta Investment Advisors
Wilmington,
Delaware
|
$128K
|
-$5.79K
|
-502
|
-4%
|
|
|
36
|
|
$123K
|
–
|
–
|
–
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$76K
|
-$67.4K
|
-5,839
|
-48%
|
|
|
38
|
Next Financial Group
Houston,
Texas
|
$58K
|
–
|
–
|
–
|
|
|
39
|
|
$44K
|
+$35
|
+3
|
+0.1%
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$27.4K
|
–
|
–
|
–
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$27K
|
–
|
–
|
–
|
|
|
42
|
Reilly Financial Advisors
La Mesa,
California
|
$27K
|
–
|
–
|
–
|
|
|
43
|
Whittier Trust
South Pasadena,
California
|
$23K
|
–
|
–
|
–
|
|
|
44
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$1.75M
|
-148,590
|
Closed
|
|
|
45
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
–
|
-$306K
|
-26,028
|
Closed
|
|
|
46
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$166K
|
-14,115
|
Closed
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$122K
|
-10,396
|
Closed
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$12
|
+1
|
New
|
|
