|
26
|
WCM Investment Management
Laguna Beach,
California
|
$114K
|
+$117K
|
+4,496
|
New
|
|
|
27
|
Comerica Bank
Dallas,
Texas
|
$109K
|
+$112K
|
+4,290
|
New
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$71.2K
|
-$9.04K
|
-346
|
-11%
|
|
|
29
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51K
|
–
|
–
|
–
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$23.8K
|
-$19.5K
|
-746
|
-44%
|
|
|
31
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.23K
|
–
|
–
|
–
|
|
|
32
|
LAM Group
Lake Oswego,
Oregon
|
$4.81K
|
+$261
|
+10
|
+6%
|
|
|
33
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.27K
|
–
|
–
|
–
|
|
|
34
|
Caldwell Trust
Venice,
Florida
|
$3.17K
|
–
|
–
|
–
|
|
|
35
|
AssetMark Inc
Concord,
California
|
$2.51K
|
-$1.02K
|
-39
|
-28%
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$2.51K
|
+$1.1K
|
+42
|
+74%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.09K
|
+$2.14K
|
+82
|
New
|
|
|
38
|
Legacy Investment Solutions
Meridian,
Idaho
|
$694
|
-$2.27K
|
-87
|
-76%
|
|
|
39
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$694
|
-$2.27K
|
-87
|
-76%
|
|
|
40
|
Farther Finance Advisors
San Francisco,
California
|
$557
|
–
|
–
|
–
|
|
|
41
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$76
|
+$78
|
+3
|
New
|
|
|
42
|
Huntington National Bank
Columbus,
Ohio
|
$51
|
–
|
–
|
–
|
|
|
43
|
Eastern Bank
Boston,
Massachusetts
|
$25
|
–
|
–
|
–
|
|
|
44
|
Elmwood Wealth Management
Berkeley,
California
|
–
|
-$3.33M
|
-120,818
|
Closed
|
|
|
45
|
|
–
|
-$334K
|
-12,117
|
Closed
|
|
|
46
|
Haverford Trust Company
Radnor,
Pennsylvania
|
–
|
-$207K
|
-7,500
|
Closed
|
|
|
47
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$96.6K
|
-3,509
|
Closed
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$55
|
-2
|
Closed
|
|
