|
26
|
UMB Bank
Kansas City,
Missouri
|
$111K
|
–
|
–
|
–
|
|
|
27
|
Bellevue Asset Management
Bellevue,
Washington
|
$91.6K
|
–
|
–
|
–
|
|
|
28
|
Clearstead Advisors
Cleveland,
Ohio
|
$80.1K
|
–
|
–
|
–
|
|
|
29
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$70.1K
|
–
|
–
|
–
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$58.3K
|
+$288
|
+6
|
+0.5%
|
|
|
31
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$51.4K
|
–
|
–
|
–
|
|
|
32
|
Sandy Spring Bank
Olney,
Maryland
|
$38.8K
|
–
|
–
|
–
|
|
|
33
|
Fidelity Investments
Boston,
Massachusetts
|
$38.5K
|
–
|
–
|
–
|
|
|
34
|
|
$35.8K
|
–
|
–
|
–
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$27.2K
|
–
|
–
|
–
|
|
|
36
|
Frazier Financial Advisors
Columbus,
Ohio
|
$26.3K
|
–
|
–
|
–
|
|
|
37
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$23.8K
|
–
|
–
|
–
|
|
|
38
|
Rise Advisors
Rochester,
New York
|
$18.8K
|
+$96
|
+2
|
+0.5%
|
|
|
39
|
Addison Advisors
Middlebury,
Vermont
|
$14.3K
|
–
|
–
|
–
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$14.3K
|
+$14.4K
|
+300
|
New
|
|
|
41
|
AmeriFlex Group
Las Vegas,
Nevada
|
$13K
|
-$33.3K
|
-693
|
-72%
|
|
|
42
|
Tidemark
San Diego,
California
|
$7.01K
|
–
|
–
|
–
|
|
|
43
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$144
|
–
|
–
|
–
|
|
|
44
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$144
|
–
|
–
|
–
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$23
|
-$45.5K
|
-948
|
Closed
|
|
|
46
|
|
–
|
-$239K
|
-5,100
|
Closed
|
|
|
47
|
Citadel Advisors
Miami,
Florida
|
–
|
-$226K
|
-4,832
|
Closed
|
|
|
48
|
PSI Advisors
Tampa,
Florida
|
–
|
-$13.4K
|
-286
|
Closed
|
|
