|
26
|
|
$93K
|
-$15.5K
|
-703
|
-14%
|
|
|
27
|
Private Trust Company
Cleveland,
Ohio
|
$65.6K
|
–
|
–
|
–
|
|
|
28
|
Steward Partners Investment Advisory
New York
|
$45.7K
|
+$39.3K
|
+1,780
|
+576%
|
|
|
29
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$22.6K
|
–
|
–
|
–
|
|
|
30
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$11.9K
|
–
|
–
|
–
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.96K
|
+$6.01K
|
+272
|
New
|
|
|
32
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$4.37K
|
–
|
–
|
–
|
|
|
33
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$4.34K
|
+$44
|
+2
|
+1%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$2.12K
|
+$2.14K
|
+97
|
New
|
|
|
35
|
|
–
|
-$580K
|
-26,515
|
Closed
|
|
|
36
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$271K
|
-12,406
|
Closed
|
|
|
37
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
–
|
-$208K
|
-9,503
|
Closed
|
|
|
38
|
Breakwater Capital Group
Paramus,
New Jersey
|
–
|
-$204K
|
-9,307
|
Closed
|
|
|
39
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$30.7K
|
-1,400
|
Closed
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.23K
|
-102
|
Closed
|
|
