|
26
|
SSA Swiss Advisors
Zurich,
|
$201K
|
–
|
–
|
–
|
|
|
27
|
Banco Santander
Madrid,
Spain
|
$201K
|
+$187K
|
+1,993
|
New
|
|
|
28
|
Pin Oak Investment Advisors
Houston,
Texas
|
$57K
|
–
|
–
|
–
|
|
|
29
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$55.1K
|
+$12.1K
|
+129
|
+31%
|
|
|
30
|
SOA Wealth Advisors
New York
|
$50.5K
|
+$20.5K
|
+218
|
+77%
|
|
|
31
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$31.7K
|
–
|
–
|
–
|
|
|
32
|
|
$21.2K
|
-$2.26K
|
-24
|
-10%
|
|
|
33
|
Anchor Investment Management
Columbia,
South Carolina
|
$20.2K
|
–
|
–
|
–
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.7K
|
+$18.3K
|
+195
|
New
|
|
|
35
|
Highline Wealth Partners
Sherman Oaks,
California
|
$15.2K
|
+$14.1K
|
+150
|
New
|
|
|
36
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$13.8K
|
+$94
|
+1
|
+0.7%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$10.1K
|
-$74.7K
|
-795
|
-89%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.9K
|
+$9.21K
|
+98
|
New
|
|
|
39
|
Abound Wealth Management
Franklin,
Tennessee
|
$8.65K
|
–
|
–
|
–
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$7.88K
|
+$7.33K
|
+78
|
New
|
|
|
41
|
Farther Finance Advisors
San Francisco,
California
|
$5.05K
|
+$4.7K
|
+50
|
New
|
|
|
42
|
Blue Trust Inc
Alpharetta,
Georgia
|
$3.03K
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
+$94
|
+1
|
+4%
|
|
|
44
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.14K
|
+$1.03K
|
+11
|
New
|
|
|
45
|
Cheviot Value Management
Beverly Hills,
California
|
$1.13K
|
–
|
–
|
–
|
|
|
46
|
Kings Path Partners
Sugar Land,
Texas
|
$808
|
–
|
–
|
–
|
|
|
47
|
Hollencrest Capital Management
Newport Beach,
California
|
$606
|
+$188
|
+2
|
+50%
|
|
|
48
|
|
$130
|
-$14K
|
-149
|
-99%
|
|
|
49
|
Great Hill Capital
New York
|
–
|
-$307K
|
-3,070
|
Closed
|
|
|
50
|
REDW Wealth
Albuquerque,
New Mexico
|
–
|
-$300K
|
-3,000
|
Closed
|
|
