|
26
|
SteelPeak Wealth
Woodland Hills,
California
|
$206K
|
–
|
–
|
–
|
|
|
27
|
Ameriprise
Minneapolis,
Minnesota
|
$170K
|
+$4.96K
|
+411
|
+3%
|
|
|
28
|
Alethea Capital Management
Mercer Island,
Washington
|
$162K
|
–
|
–
|
–
|
|
|
29
|
Wealthspire Advisors (New York)
New York
|
$158K
|
–
|
–
|
–
|
|
|
30
|
Kestra Advisory Services
Austin,
Texas
|
$158K
|
+$711
|
+59
|
+0.4%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$151K
|
+$103K
|
+8,529
|
+208%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$149K
|
–
|
–
|
–
|
|
|
33
|
|
$148K
|
+$150K
|
+12,402
|
New
|
|
|
34
|
Orion Capital Management
Coronado,
California
|
$143K
|
–
|
–
|
–
|
|
|
35
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$134K
|
–
|
–
|
–
|
|
|
36
|
Realta Investment Advisors
Wilmington,
Delaware
|
$131K
|
–
|
–
|
–
|
|
|
37
|
|
$126K
|
–
|
–
|
–
|
|
|
38
|
Next Financial Group
Houston,
Texas
|
$90K
|
+$30.1K
|
+2,500
|
+50%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57K
|
+$57.6K
|
+4,775
|
New
|
|
|
40
|
Reilly Financial Advisors
La Mesa,
California
|
$28K
|
–
|
–
|
–
|
|
|
41
|
Steward Partners Investment Advisory
New York
|
$28K
|
–
|
–
|
–
|
|
|
42
|
Liberty Wealth Management
Oakland,
California
|
$17K
|
–
|
–
|
–
|
|
|
43
|
Albion Financial Group
Salt Lake City,
Utah
|
$6K
|
–
|
–
|
–
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$253K
|
-21,160
|
Closed
|
|
|
45
|
Ackerman Capital Advisors
Dallas,
Texas
|
–
|
-$195K
|
-16,292
|
Closed
|
|
|
46
|
|
–
|
-$45K
|
-3,778
|
Closed
|
|
|
47
|
Whittier Trust
South Pasadena,
California
|
–
|
-$24K
|
-2,000
|
Closed
|
|
