|
26
|
Round Rock Advisors
Wilton,
Connecticut
|
$214K
|
+$220K
|
+3,153
|
New
|
|
|
27
|
Perigon Wealth Management
San Francisco,
California
|
$204K
|
+$210K
|
+3,012
|
New
|
|
|
28
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$143K
|
+$42.3K
|
+607
|
+40%
|
|
|
29
|
Clearstead Advisors
Cleveland,
Ohio
|
$135K
|
-$33.1K
|
-475
|
-19%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128K
|
-$61K
|
-875
|
-32%
|
|
|
31
|
Whittier Trust
South Pasadena,
California
|
$117K
|
–
|
–
|
–
|
|
|
32
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$91K
|
-$34.9K
|
-500
|
-27%
|
|
|
33
|
Spire Wealth Management
Mclean,
Virginia
|
$82K
|
–
|
–
|
–
|
|
|
34
|
Advisornet Financial
Minnetonka,
Minnesota
|
$75K
|
+$76.9K
|
+1,102
|
New
|
|
|
35
|
Annapolis Financial Services
Annapolis,
Maryland
|
$42K
|
-$1.1M
|
-15,796
|
-96%
|
|
|
36
|
AllSquare Wealth Management
Albany,
New York
|
$38K
|
–
|
–
|
–
|
|
|
37
|
American Portfolios Advisors
Holbrook,
New York
|
$13.6K
|
–
|
–
|
–
|
|
|
38
|
Caldwell Trust
Venice,
Florida
|
$9.84K
|
–
|
–
|
–
|
|
|
39
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$1.42M
|
-19,260
|
Closed
|
|
|
40
|
Arlington Financial Advisors
Santa Barbara,
California
|
–
|
-$473K
|
-6,437
|
Closed
|
|
|
41
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$263K
|
-3,589
|
Closed
|
|
|
42
|
OLIO Financial Planning
Mclean,
Virginia
|
–
|
-$203K
|
-2,767
|
Closed
|
|
|
43
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$124K
|
-1,699
|
Closed
|
|
|
44
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$17K
|
-239
|
Closed
|
|
