|
26
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$385K
|
+$417K
|
+8,079
|
New
|
|
|
27
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$381K
|
+$378K
|
+7,322
|
+1,114%
|
|
|
28
|
Atria Wealth Solutions
New York
|
$283K
|
+$306K
|
+5,930
|
New
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$277K
|
-$23.1K
|
-447
|
-7%
|
|
|
30
|
Wealthspire Advisors (New York)
New York
|
$232K
|
–
|
–
|
–
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$232K
|
+$99K
|
+1,918
|
+65%
|
|
|
32
|
Inscription Capital
Houston,
Texas
|
$224K
|
+$242K
|
+4,696
|
New
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$211K
|
-$212K
|
-4,103
|
-48%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$209K
|
+$96.5K
|
+1,871
|
+74%
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$190K
|
-$24K
|
-465
|
-10%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$163K
|
+$74.7K
|
+1,447
|
+74%
|
|
|
37
|
Glassman Wealth Services
Vienna,
Virginia
|
$82K
|
+$88.5K
|
+1,715
|
New
|
|
|
38
|
WhitTier Trust Company
Reno,
Nevada
|
$69K
|
-$81.6K
|
-1,582
|
-52%
|
|
|
39
|
Whittier Trust
South Pasadena,
California
|
$67K
|
+$56.6K
|
+1,096
|
+350%
|
|
|
40
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$55K
|
+$59.9K
|
+1,160
|
New
|
|
|
41
|
IFP Advisors
Tampa,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
42
|
Oxler Private Wealth
Rye Brook,
New York
|
$43.1K
|
+$46.6K
|
+903
|
New
|
|
|
43
|
Sierra Capital
Miami,
Florida
|
$41K
|
-$64.8K
|
-1,255
|
-59%
|
|
|
44
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
45
|
Parallel Advisors
San Francisco,
California
|
$34K
|
+$17.1K
|
+332
|
+87%
|
|
|
46
|
Crewe Advisors
Salt Lake City,
Utah
|
$30K
|
+$32.3K
|
+625
|
New
|
|
|
47
|
Harbour Investments
Madison,
Wisconsin
|
$30K
|
+$32.8K
|
+636
|
New
|
|
|
48
|
Huntington National Bank
Columbus,
Ohio
|
$20K
|
–
|
–
|
–
|
|
|
49
|
Newton One Investments
Newark,
Delaware
|
$18K
|
–
|
–
|
–
|
|
|
50
|
GHP Investment Advisors
Denver,
Colorado
|
$18K
|
+$19.6K
|
+380
|
New
|
|
