|
26
|
SteelPeak Wealth
Woodland Hills,
California
|
$200K
|
–
|
–
|
–
|
|
|
27
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$199K
|
-$130K
|
-11,050
|
-39%
|
|
|
28
|
Bluefin Capital Management
New York
|
$190K
|
+$194K
|
+16,404
|
New
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$183K
|
+$17.4K
|
+1,474
|
+10%
|
|
|
30
|
Alethea Capital Management
Mercer Island,
Washington
|
$158K
|
–
|
–
|
–
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$144K
|
–
|
–
|
–
|
|
|
32
|
First Foundation Advisors
Irvine,
California
|
$140K
|
-$951K
|
-80,587
|
-87%
|
|
|
33
|
Orion Capital Management
Coronado,
California
|
$139K
|
–
|
–
|
–
|
|
|
34
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$130K
|
–
|
–
|
–
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$123K
|
-$23.4K
|
-1,980
|
-16%
|
|
|
36
|
|
$122K
|
–
|
–
|
–
|
|
|
37
|
Next Financial Group
Houston,
Texas
|
$87K
|
–
|
–
|
–
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55K
|
–
|
–
|
–
|
|
|
39
|
Snowden Capital Advisors
New York
|
$31K
|
+$31.6K
|
+2,675
|
New
|
|
|
40
|
Reilly Financial Advisors
La Mesa,
California
|
$27K
|
–
|
–
|
–
|
|
|
41
|
Steward Partners Investment Advisory
New York
|
$27K
|
–
|
–
|
–
|
|
|
42
|
Wolverine Asset Management
Chicago,
Illinois
|
$27K
|
+$27.8K
|
+2,354
|
New
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$17K
|
+$17.1K
|
+1,450
|
New
|
|
|
44
|
Albion Financial Group
Salt Lake City,
Utah
|
$6K
|
–
|
–
|
–
|
|
|
45
|
UMB Bank
Kansas City,
Missouri
|
$2K
|
+$2.36K
|
+200
|
New
|
|
|
46
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$1.55M
|
-130,185
|
Closed
|
|
|
47
|
Certuity
North Palm Beach,
Florida
|
–
|
-$1.31M
|
-110,135
|
Closed
|
|
|
48
|
Wealthspire Advisors (New York)
New York
|
–
|
-$158K
|
-13,270
|
Closed
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$158K
|
-13,260
|
Closed
|
|
|
50
|
|
–
|
-$148K
|
-12,402
|
Closed
|
|
