|
26
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
$297K
|
-$26.2K
|
-970
|
-8%
|
|
|
27
|
|
$294K
|
-$9.28K
|
-343
|
-3%
|
|
|
28
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$263K
|
-$9.25K
|
-342
|
-3%
|
|
|
29
|
Global Retirement Partners
San Rafael,
California
|
$242K
|
+$622
|
+23
|
+0.3%
|
|
|
30
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$191K
|
–
|
–
|
–
|
|
|
31
|
Clearstead Advisors
Cleveland,
Ohio
|
$93.8K
|
–
|
–
|
–
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$90.1K
|
+$39K
|
+1,443
|
+75%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.4K
|
–
|
–
|
–
|
|
|
34
|
Running Point Capital Advisors
El Segundo,
California
|
$24.1K
|
–
|
–
|
–
|
|
|
35
|
Caldwell Trust
Venice,
Florida
|
$21.9K
|
–
|
–
|
–
|
|
|
36
|
LAM Group
Lake Oswego,
Oregon
|
$18.2K
|
+$135
|
+5
|
+0.7%
|
|
|
37
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.68K
|
–
|
–
|
–
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$2.16K
|
–
|
–
|
–
|
|
|
39
|
DZ Bank
Frankfurt Am Main,
Germany
|
$214
|
-$75.7K
|
-2,798
|
-100%
|
|
|
40
|
|
$80
|
-$1.08K
|
-40
|
-93%
|
|
|
41
|
Huntington National Bank
Columbus,
Ohio
|
$53
|
–
|
–
|
–
|
|
|
42
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.84M
|
-67,583
|
Closed
|
|
|
43
|
LPL Financial
San Diego,
California
|
–
|
-$263K
|
-9,638
|
Closed
|
|
|
44
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
–
|
-$206K
|
-7,570
|
Closed
|
|
|
45
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
–
|
-$5.62K
|
-206
|
Closed
|
|
|
46
|
Whittier Trust
South Pasadena,
California
|
–
|
-$3.93K
|
-144
|
Closed
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$2.67K
|
-98
|
Closed
|
|
|
48
|
|
–
|
-$55
|
-2
|
Closed
|
|
