|
51
|
Tortuga Wealth Management
Torrance,
California
|
$157K
|
+$160K
|
+12,600
|
New
|
|
|
52
|
Mutual Advisors
Omaha,
Nebraska
|
$154K
|
–
|
–
|
–
|
|
|
53
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$151K
|
–
|
–
|
–
|
|
|
54
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$144K
|
+$147K
|
+11,566
|
New
|
|
|
55
|
Independent Financial Group
San Diego,
California
|
$124K
|
–
|
–
|
–
|
|
|
56
|
Pasadena Private Wealth
Pasadena,
California
|
$124K
|
+$127K
|
+10,000
|
New
|
|
|
57
|
Private Trust Company
Cleveland,
Ohio
|
$112K
|
–
|
–
|
–
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$98.6K
|
+$101K
|
+7,927
|
New
|
|
|
59
|
Hollencrest Capital Management
Newport Beach,
California
|
$48.5K
|
+$49.5K
|
+3,897
|
New
|
|
|
60
|
Golden State Wealth Management
Santa Ana,
California
|
$25.7K
|
–
|
–
|
–
|
|
|
61
|
Highline Wealth Partners
Sherman Oaks,
California
|
$6.84K
|
–
|
–
|
–
|
|
|
62
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$6.67K
|
–
|
–
|
–
|
|
|
63
|
SageView Advisory Group
Newport Beach,
California
|
$6.12K
|
+$6.24K
|
+492
|
New
|
|
|
64
|
Whittier Trust
South Pasadena,
California
|
$2.5K
|
–
|
–
|
–
|
|
|
65
|
Rockefeller Capital Management
New York
|
$535
|
–
|
–
|
–
|
|
|
66
|
|
$37
|
–
|
–
|
–
|
|
|
67
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$3.13M
|
-246,772
|
Closed
|
|
|
68
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$441K
|
-34,770
|
Closed
|
|
|
69
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$349K
|
-27,511
|
Closed
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$247K
|
-19,513
|
Closed
|
|
|
71
|
Citadel Advisors
Miami,
Florida
|
–
|
-$152K
|
-12,003
|
Closed
|
|
|
72
|
FNY Investment Advisers
New York
|
–
|
-$11K
|
-900
|
Closed
|
|
