|
51
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$35.9K
|
–
|
–
|
–
|
|
|
52
|
Private Trust Company
Cleveland,
Ohio
|
$28K
|
–
|
–
|
–
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.3K
|
+$24.8K
|
+1,250
|
New
|
|
|
54
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$23.8K
|
+$24.3K
|
+1,225
|
New
|
|
|
55
|
Harbour Investments
Madison,
Wisconsin
|
$22K
|
+$22.5K
|
+1,135
|
New
|
|
|
56
|
Wells Fargo
San Francisco,
California
|
$21.1K
|
-$139K
|
-6,986
|
-87%
|
|
|
57
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$20K
|
+$4.63K
|
+233
|
+29%
|
|
|
58
|
MAI Capital Management
Independence,
Ohio
|
$19.4K
|
+$19.9K
|
+1,000
|
New
|
|
|
59
|
UBS Group
Zurich,
Switzerland
|
$13.5K
|
+$9.35K
|
+471
|
+208%
|
|
|
60
|
Farther Finance Advisors
San Francisco,
California
|
$13K
|
-$774
|
-39
|
-6%
|
|
|
61
|
Rockefeller Capital Management
New York
|
$9.71K
|
+$9.93K
|
+500
|
New
|
|
|
62
|
Front Row Advisors
Tiburon,
California
|
$9.32K
|
–
|
–
|
–
|
|
|
63
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.85K
|
-$9.93K
|
-500
|
-77%
|
|
|
64
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$1.07K
|
+$1.09K
|
+55
|
New
|
|
|
65
|
Truvestments Capital
Sarasota,
Florida
|
$912
|
+$933
|
+47
|
New
|
|
|
66
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$641
|
–
|
–
|
–
|
|
|
67
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$641
|
+$655
|
+33
|
New
|
|
|
68
|
Stenger Family Office
Naperville,
Illinois
|
–
|
-$3.19M
|
-174,827
|
Closed
|
|
|
69
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$2.64M
|
-131,947
|
Closed
|
|
|
70
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$995
|
-50
|
Closed
|
|
|
71
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$649
|
-33
|
Closed
|
|
