|
26
|
SteelPeak Wealth
Woodland Hills,
California
|
$206K
|
–
|
–
|
–
|
|
|
27
|
Ackerman Capital Advisors
Dallas,
Texas
|
$195K
|
+$193K
|
+16,292
|
New
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$166K
|
+$95
|
+8
|
+0.1%
|
|
|
29
|
Alethea Capital Management
Mercer Island,
Washington
|
$162K
|
–
|
–
|
–
|
|
|
30
|
Wealthspire Advisors (New York)
New York
|
$159K
|
–
|
–
|
–
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$158K
|
-$39.2K
|
-3,312
|
-20%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$149K
|
–
|
–
|
–
|
|
|
33
|
Orion Capital Management
Coronado,
California
|
$144K
|
–
|
–
|
–
|
|
|
34
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$135K
|
-$47.3K
|
-3,999
|
-26%
|
|
|
35
|
Realta Investment Advisors
Wilmington,
Delaware
|
$132K
|
–
|
–
|
–
|
|
|
36
|
|
$126K
|
–
|
–
|
–
|
|
|
37
|
Next Financial Group
Houston,
Texas
|
$60K
|
–
|
–
|
–
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$49K
|
+$20.9K
|
+1,765
|
+76%
|
|
|
39
|
|
$45K
|
+$47
|
+4
|
+0.1%
|
|
|
40
|
Reilly Financial Advisors
La Mesa,
California
|
$28K
|
–
|
–
|
–
|
|
|
41
|
Steward Partners Investment Advisory
New York
|
$28K
|
–
|
–
|
–
|
|
|
42
|
Whittier Trust
South Pasadena,
California
|
$24K
|
–
|
–
|
–
|
|
|
43
|
Liberty Wealth Management
Oakland,
California
|
$17K
|
+$16.5K
|
+1,394
|
New
|
|
|
44
|
Albion Financial Group
Salt Lake City,
Utah
|
$6K
|
+$6.36K
|
+537
|
New
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$319K
|
-27,364
|
Closed
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$76K
|
-6,452
|
Closed
|
|
