|
26
|
Montag & Associates
Atlanta,
Georgia
|
$12.9K
|
–
|
–
|
–
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$12.5K
|
+$937
|
+40
|
+10%
|
|
|
28
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$10.9K
|
–
|
–
|
–
|
|
|
29
|
IFP Advisors
Tampa,
Florida
|
$9.51K
|
–
|
–
|
–
|
|
|
30
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$8.15K
|
–
|
–
|
–
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7K
|
–
|
–
|
–
|
|
|
32
|
MAI Capital Management
Independence,
Ohio
|
$6.93K
|
–
|
–
|
–
|
|
|
33
|
McIlrath & Eck
Arlington,
Washington
|
$5.62K
|
–
|
–
|
–
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.43K
|
–
|
–
|
–
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
36
|
Harbour Investments
Madison,
Wisconsin
|
$3.59K
|
–
|
–
|
–
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$2.72K
|
–
|
–
|
–
|
|
|
38
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.53K
|
–
|
–
|
–
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.9K
|
–
|
–
|
–
|
|
|
40
|
CVA Family Office
Denver,
Colorado
|
$1.36K
|
–
|
–
|
–
|
|
|
41
|
Bessemer Group
Woodbridge,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
42
|
Albion Financial Group
Salt Lake City,
Utah
|
$409
|
–
|
–
|
–
|
|
|
43
|
|
–
|
-$431K
|
-20,113
|
Closed
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$74K
|
-3,450
|
Closed
|
|
|
45
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$10.3K
|
-480
|
Closed
|
|
|
46
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$4.29K
|
-200
|
Closed
|
|
|
47
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$499
|
-25
|
Closed
|
|
