|
26
|
|
$383K
|
-$6.68K
|
-241
|
-2%
|
|
|
27
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$379K
|
-$15.3K
|
-552
|
-4%
|
|
|
28
|
TrueWealth Advisors
Birmingham,
Alabama
|
$317K
|
-$43.6K
|
-1,571
|
-12%
|
|
|
29
|
Pure Financial Advisors
San Diego,
California
|
$285K
|
+$293K
|
+10,574
|
New
|
|
|
30
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$273K
|
+$83
|
+3
|
+0%
|
|
|
31
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$212K
|
-$43.4K
|
-1,565
|
-17%
|
|
|
32
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$205K
|
+$21.8K
|
+785
|
+11%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$170K
|
+$134K
|
+4,818
|
+325%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$128K
|
-$6.93K
|
-250
|
-5%
|
|
|
35
|
Clearstead Advisors
Cleveland,
Ohio
|
$95K
|
–
|
–
|
–
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$54K
|
+$55.5K
|
+2,000
|
New
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35K
|
–
|
–
|
–
|
|
|
38
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$28.7K
|
–
|
–
|
–
|
|
|
39
|
American Portfolios Advisors
Holbrook,
New York
|
$25.5K
|
–
|
–
|
–
|
|
|
40
|
Running Point Capital Advisors
El Segundo,
California
|
$24K
|
–
|
–
|
–
|
|
|
41
|
Caldwell Trust
Venice,
Florida
|
$22.1K
|
–
|
–
|
–
|
|
|
42
|
Cardiff Park Advisors
Carlsbad,
California
|
$9K
|
–
|
–
|
–
|
|
|
43
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
44
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
45
|
AssetMark Inc
Concord,
California
|
$2K
|
-$1.64M
|
-59,191
|
-100%
|
|
|
46
|
Burleson & Co
Petaluma,
California
|
$2K
|
+$2.25K
|
+81
|
New
|
|
|
47
|
GHP Investment Advisors
Denver,
Colorado
|
$2K
|
+$2.41K
|
+87
|
New
|
|
|
48
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1K
|
-$527
|
-19
|
-49%
|
|
|
49
|
Summit Global Investments
Bountiful,
Utah
|
–
|
-$353K
|
-12,140
|
Closed
|
|
|
50
|
Rockefeller Capital Management
New York
|
–
|
-$29K
|
-1,000
|
Closed
|
|
