|
26
|
M&T Bank
Buffalo,
New York
|
$251K
|
+$131
|
+5
|
+0%
|
|
|
27
|
Global Retirement Partners
San Rafael,
California
|
$225K
|
+$183K
|
+7,000
|
+350%
|
|
|
28
|
TrueWealth Advisors
Birmingham,
Alabama
|
$220K
|
-$76.7K
|
-2,927
|
-25%
|
|
|
29
|
Flow Traders U.S.
New York
|
$218K
|
-$285K
|
-10,878
|
-56%
|
|
|
30
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$190K
|
–
|
–
|
–
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$94K
|
-$25.6K
|
-976
|
-21%
|
|
|
32
|
Clearstead Advisors
Cleveland,
Ohio
|
$88K
|
–
|
–
|
–
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33K
|
–
|
–
|
–
|
|
|
34
|
Running Point Capital Advisors
El Segundo,
California
|
$23K
|
–
|
–
|
–
|
|
|
35
|
Caldwell Trust
Venice,
Florida
|
$20.5K
|
–
|
–
|
–
|
|
|
36
|
American Portfolios Advisors
Holbrook,
New York
|
$19.7K
|
-$4.11K
|
-157
|
-17%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$15K
|
-$150K
|
-5,708
|
-91%
|
|
|
38
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$10K
|
+$11.3K
|
+432
|
New
|
|
|
39
|
Cardiff Park Advisors
Carlsbad,
California
|
$8K
|
–
|
–
|
–
|
|
|
40
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$4K
|
-$23.6K
|
-900
|
-85%
|
|
|
41
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$2K
|
–
|
–
|
–
|
|
|
43
|
Burleson & Co
Petaluma,
California
|
$2K
|
–
|
–
|
–
|
|
|
44
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$7.12M
|
-264,145
|
Closed
|
|
|
45
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
–
|
-$2.81M
|
-104,120
|
Closed
|
|
|
46
|
Pure Financial Advisors
San Diego,
California
|
–
|
-$285K
|
-10,574
|
Closed
|
|
|
47
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
–
|
-$212K
|
-7,860
|
Closed
|
|
|
48
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$4K
|
-147
|
Closed
|
|
|
49
|
GHP Investment Advisors
Denver,
Colorado
|
–
|
-$2K
|
-87
|
Closed
|
|
|
50
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$1K
|
-20
|
Closed
|
|
