|
26
|
Flow Traders U.S.
New York
|
$340K
|
+$345K
|
+10,951
|
New
|
|
|
27
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$338K
|
-$181K
|
-5,724
|
-35%
|
|
|
28
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$314K
|
–
|
–
|
–
|
|
|
29
|
Denver PWM
Denver,
Colorado
|
$306K
|
+$78.8K
|
+2,500
|
+34%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$163K
|
-$96.1K
|
-3,046
|
-37%
|
|
|
31
|
Clearstead Advisors
Cleveland,
Ohio
|
$109K
|
–
|
–
|
–
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$100K
|
+$31.4K
|
+997
|
+45%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42K
|
–
|
–
|
–
|
|
|
34
|
Meeder Asset Management
Dublin,
Ohio
|
$33K
|
–
|
–
|
–
|
|
|
35
|
Rockefeller Capital Management
New York
|
$31K
|
+$31.5K
|
+1,000
|
New
|
|
|
36
|
American Portfolios Advisors
Holbrook,
New York
|
$29.4K
|
–
|
–
|
–
|
|
|
37
|
Caldwell Trust
Venice,
Florida
|
$25.5K
|
–
|
–
|
–
|
|
|
38
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
39
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
40
|
AssetMark Inc
Concord,
California
|
$3K
|
–
|
–
|
–
|
|
|
41
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
42
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1K
|
+$1.23K
|
+39
|
New
|
|
|
43
|
Centaurus Financial
Anaheim,
California
|
–
|
-$1.63M
|
-51,172
|
Closed
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$1.49M
|
-46,954
|
Closed
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$12K
|
-380
|
Closed
|
|
