|
26
|
Point View Wealth Management
Summit,
New Jersey
|
$223K
|
-$47K
|
-5,510
|
-18%
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$219K
|
-$316K
|
-37,070
|
-60%
|
|
|
28
|
9258 Wealth Management
Blue Ash,
Ohio
|
$190K
|
-$69.2K
|
-8,120
|
-27%
|
|
|
29
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$110K
|
–
|
–
|
–
|
|
|
30
|
Washington Trust
Westerly,
Rhode Island
|
$102K
|
–
|
–
|
–
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$95K
|
+$21.9K
|
+2,569
|
+31%
|
|
|
32
|
BB&T Securities
Richmond,
Virginia
|
$92K
|
–
|
–
|
–
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$89K
|
–
|
–
|
–
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$79K
|
-$19.2K
|
-2,255
|
-20%
|
|
|
35
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
36
|
Valeo Financial Advisors
Carmel,
Indiana
|
$18K
|
–
|
–
|
–
|
|
|
37
|
Barclays
London,
United Kingdom
|
$9K
|
–
|
–
|
–
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$9K
|
–
|
–
|
–
|
|
|
39
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
40
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
41
|
First Interstate Bank
Billings,
Montana
|
$2K
|
-$8.52K
|
-1,000
|
-83%
|
|
|
42
|
Fiduciary Trust
Boston,
Massachusetts
|
–
|
-$213K
|
-25,000
|
Closed
|
|
|
43
|
Punch & Associates Investment Management
Edina,
Minnesota
|
–
|
-$130K
|
-15,335
|
Closed
|
|
|
44
|
Evolution Wealth Advisors
Aventura,
Florida
|
–
|
-$33K
|
-3,900
|
Closed
|
|
|
45
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
–
|
-$15K
|
-1,740
|
Closed
|
|
