|
26
|
UBS Group
Zurich,
Switzerland
|
$276K
|
+$22.3K
|
+823
|
+9%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$263K
|
-$183K
|
-6,747
|
-41%
|
|
|
28
|
Global Retirement Partners
San Rafael,
California
|
$247K
|
+$677
|
+25
|
+0.3%
|
|
|
29
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$206K
|
-$69.2K
|
-2,552
|
-25%
|
|
|
30
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$195K
|
–
|
–
|
–
|
|
|
31
|
Clearstead Advisors
Cleveland,
Ohio
|
$95.7K
|
–
|
–
|
–
|
|
|
32
|
DZ Bank
Frankfurt Am Main,
Germany
|
$76.5K
|
–
|
–
|
–
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$52.7K
|
+$9.59K
|
+354
|
+22%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.7K
|
–
|
–
|
–
|
|
|
35
|
Running Point Capital Advisors
El Segundo,
California
|
$24.6K
|
–
|
–
|
–
|
|
|
36
|
Caldwell Trust
Venice,
Florida
|
$22.3K
|
–
|
–
|
–
|
|
|
37
|
LAM Group
Lake Oswego,
Oregon
|
$18.4K
|
-$542
|
-20
|
-3%
|
|
|
38
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.86K
|
–
|
–
|
–
|
|
|
39
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$5.62K
|
–
|
–
|
–
|
|
|
40
|
Whittier Trust
South Pasadena,
California
|
$3.93K
|
–
|
–
|
–
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$2.67K
|
+$2.66K
|
+98
|
New
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$2.21K
|
–
|
–
|
–
|
|
|
43
|
|
$1K
|
+$1.08K
|
+40
|
+1,333%
|
|
|
44
|
Huntington National Bank
Columbus,
Ohio
|
$55
|
–
|
–
|
–
|
|
|
45
|
|
$55
|
+$54
|
+2
|
New
|
|
|
46
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$9.57M
|
-353,813
|
Closed
|
|
|
47
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
–
|
-$4.83M
|
-174,786
|
Closed
|
|
|
48
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$387K
|
-14,271
|
Closed
|
|
|
49
|
Upper Left Wealth Management
Tampa,
Florida
|
–
|
-$249K
|
-9,210
|
Closed
|
|
|
50
|
Flow Traders U.S.
New York
|
–
|
-$236K
|
-8,717
|
Closed
|
|
