|
26
|
TrueWealth Advisors
Birmingham,
Alabama
|
$405K
|
+$409K
|
+13,318
|
New
|
|
|
27
|
Denver PWM
Denver,
Colorado
|
$388K
|
+$90.9K
|
+2,957
|
+30%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$387K
|
-$106K
|
-3,448
|
-21%
|
|
|
29
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$384K
|
+$14.4K
|
+470
|
+4%
|
|
|
30
|
Summit Global Investments
Bountiful,
Utah
|
$369K
|
–
|
–
|
–
|
|
|
31
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$308K
|
+$1.32K
|
+43
|
+0.4%
|
|
|
32
|
Upper Left Wealth Management
Tampa,
Florida
|
$305K
|
+$309K
|
+10,046
|
New
|
|
|
33
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$298K
|
-$32.7K
|
-1,065
|
-10%
|
|
|
34
|
People's United Financial
Bridgeport,
Connecticut
|
$293K
|
-$264K
|
-8,602
|
-47%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$141K
|
+$44.3K
|
+1,441
|
+45%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$108K
|
-$51.3K
|
-1,670
|
-32%
|
|
|
37
|
Clearstead Advisors
Cleveland,
Ohio
|
$107K
|
–
|
–
|
–
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$40K
|
–
|
–
|
–
|
|
|
39
|
Meeder Asset Management
Dublin,
Ohio
|
$32K
|
–
|
–
|
–
|
|
|
40
|
Rockefeller Capital Management
New York
|
$30K
|
–
|
–
|
–
|
|
|
41
|
American Portfolios Advisors
Holbrook,
New York
|
$28.8K
|
–
|
–
|
–
|
|
|
42
|
Running Point Capital Advisors
El Segundo,
California
|
$27K
|
+$27.7K
|
+903
|
New
|
|
|
43
|
Caldwell Trust
Venice,
Florida
|
$24.9K
|
–
|
–
|
–
|
|
|
44
|
Cardiff Park Advisors
Carlsbad,
California
|
$10K
|
+$9.99K
|
+325
|
New
|
|
|
45
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$8.9K
|
+$7.13K
|
+232
|
New
|
|
|
46
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
47
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
48
|
AssetMark Inc
Concord,
California
|
$2K
|
–
|
–
|
–
|
|
|
49
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
50
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$3K
|
-99
|
Closed
|
|
