|
26
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
$322K
|
+$307K
|
+11,906
|
New
|
|
|
27
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$275K
|
+$542
|
+21
|
+0.2%
|
|
|
28
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$274K
|
-$100K
|
-3,878
|
-28%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$252K
|
-$247K
|
-9,579
|
-51%
|
|
|
30
|
Upper Left Wealth Management
Tampa,
Florida
|
$249K
|
-$2.15M
|
-83,367
|
-90%
|
|
|
31
|
Global Retirement Partners
San Rafael,
California
|
$244K
|
+$491
|
+19
|
+0.2%
|
|
|
32
|
Flow Traders U.S.
New York
|
$236K
|
–
|
–
|
–
|
|
|
33
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$194K
|
-$11.8K
|
-458
|
-6%
|
|
|
34
|
Clearstead Advisors
Cleveland,
Ohio
|
$95K
|
–
|
–
|
–
|
|
|
35
|
DZ Bank
Frankfurt Am Main,
Germany
|
$75.9K
|
+$72.5K
|
+2,806
|
New
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$42.6K
|
-$56.9K
|
-2,204
|
-58%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$40.6K
|
+$23.4K
|
+908
|
+153%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.5K
|
–
|
–
|
–
|
|
|
39
|
Running Point Capital Advisors
El Segundo,
California
|
$24.4K
|
–
|
–
|
–
|
|
|
40
|
Caldwell Trust
Venice,
Florida
|
$22.2K
|
–
|
–
|
–
|
|
|
41
|
LAM Group
Lake Oswego,
Oregon
|
$18.8K
|
+$17.9K
|
+695
|
New
|
|
|
42
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$13.8K
|
+$13.2K
|
+510
|
New
|
|
|
43
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$8.93K
|
+$4.26K
|
+165
|
+100%
|
|
|
44
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.79K
|
–
|
–
|
–
|
|
|
45
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$5.57K
|
+$5.32K
|
+206
|
New
|
|
|
46
|
Whittier Trust
South Pasadena,
California
|
$3.9K
|
–
|
–
|
–
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$2.19K
|
–
|
–
|
–
|
|
|
48
|
Burleson & Co
Petaluma,
California
|
$2.19K
|
–
|
–
|
–
|
|
|
49
|
Huntington National Bank
Columbus,
Ohio
|
$54
|
–
|
–
|
–
|
|
|
50
|
M&T Bank
Buffalo,
New York
|
–
|
-$251K
|
-10,055
|
Closed
|
|
