|
26
|
|
$207K
|
-$1.97K
|
-94
|
-0.9%
|
|
|
27
|
|
$154K
|
+$45.5K
|
+2,176
|
+41%
|
|
|
28
|
Montag & Associates
Atlanta,
Georgia
|
$135K
|
–
|
–
|
–
|
|
|
29
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$131K
|
–
|
–
|
–
|
|
|
30
|
Private Trust Company
Cleveland,
Ohio
|
$61.1K
|
–
|
–
|
–
|
|
|
31
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$21K
|
-$6.28K
|
-300
|
-23%
|
|
|
32
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.3K
|
+$14.7K
|
+700
|
New
|
|
|
33
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$11.4K
|
–
|
–
|
–
|
|
|
34
|
BOK Financial
Tulsa,
Oklahoma
|
$11.2K
|
–
|
–
|
–
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$6.3K
|
-$335
|
-16
|
-5%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$4.63K
|
-$339K
|
-16,212
|
-99%
|
|
|
37
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$4.08K
|
–
|
–
|
–
|
|
|
38
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$3.96K
|
+$4.06K
|
+194
|
New
|
|
|
39
|
FNY Investment Advisers
New York
|
$2K
|
+$2.09K
|
+100
|
New
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$13
|
-$300K
|
-14,323
|
-100%
|
|
|
41
|
Journey Advisory Group
Covington,
Kentucky
|
–
|
-$10.4M
|
-562,329
|
Closed
|
|
|
42
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
–
|
-$7.89M
|
-375,510
|
Closed
|
|
|
43
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$6.68M
|
-318,112
|
Closed
|
|
|
44
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$75.6K
|
-3,600
|
Closed
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$7.3K
|
-349
|
-97%
|
|
