|
26
|
Leavell Investment Management
Mobile,
Alabama
|
$462K
|
–
|
–
|
–
|
|
|
27
|
Summit Global Investments
Bountiful,
Utah
|
$385K
|
–
|
–
|
–
|
|
|
28
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$373K
|
+$33.9K
|
+1,054
|
+10%
|
|
|
29
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$320K
|
+$9.9K
|
+308
|
+3%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$310K
|
+$314K
|
+9,764
|
New
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$263K
|
+$81.9K
|
+2,549
|
+44%
|
|
|
32
|
Denver PWM
Denver,
Colorado
|
$234K
|
+$237K
|
+7,358
|
New
|
|
|
33
|
Clearstead Advisors
Cleveland,
Ohio
|
$111K
|
–
|
–
|
–
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$70K
|
+$15.6K
|
+484
|
+28%
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$43K
|
+$42.6K
|
+1,324
|
New
|
|
|
36
|
Meeder Asset Management
Dublin,
Ohio
|
$33K
|
–
|
–
|
–
|
|
|
37
|
American Portfolios Advisors
Holbrook,
New York
|
$30.1K
|
–
|
–
|
–
|
|
|
38
|
Caldwell Trust
Venice,
Florida
|
$26K
|
–
|
–
|
–
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$12K
|
+$12.2K
|
+379
|
+37,900%
|
|
|
40
|
Whittier Trust
South Pasadena,
California
|
$5K
|
–
|
–
|
–
|
|
|
41
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
+$4.72K
|
+147
|
New
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$3K
|
-$2.07M
|
-64,339
|
-100%
|
|
|
43
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$584K
|
-18,537
|
Closed
|
|
|
45
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$230K
|
-7,293
|
Closed
|
|
|
46
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$9K
|
-300
|
Closed
|
|
|
47
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$5.58K
|
-177
|
Closed
|
|
