|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33.2K
|
–
|
–
|
–
|
|
|
27
|
Sandy Spring Bank
Olney,
Maryland
|
$28.9K
|
–
|
–
|
–
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
–
|
–
|
–
|
|
|
29
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$18K
|
+$17.6K
|
+348
|
New
|
|
|
30
|
Wolff Wiese Magana
Carslbad,
California
|
$15.2K
|
–
|
–
|
–
|
|
|
31
|
Parallel Advisors
San Francisco,
California
|
$14.8K
|
–
|
–
|
–
|
|
|
32
|
|
$12K
|
–
|
–
|
–
|
|
|
33
|
Harbour Investments
Madison,
Wisconsin
|
$10.2K
|
–
|
–
|
–
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.7K
|
–
|
–
|
–
|
|
|
35
|
Global Retirement Partners
San Rafael,
California
|
$5.94K
|
–
|
–
|
–
|
|
|
36
|
Richard W. Paul & Associates
Novi,
Michigan
|
$5.55K
|
+$152
|
+3
|
+3%
|
|
|
37
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$5.08K
|
–
|
–
|
–
|
|
|
38
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$2.54K
|
+$2.53K
|
+50
|
New
|
|
|
39
|
WR Wealth Planners
Columbia,
Missouri
|
$1.78K
|
–
|
–
|
–
|
|
|
40
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.52K
|
–
|
–
|
–
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$773
|
+$203
|
+4
|
+36%
|
|
|
42
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$407
|
–
|
–
|
–
|
|
|
43
|
Albion Financial Group
Salt Lake City,
Utah
|
$255
|
–
|
–
|
–
|
|
|
44
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$756K
|
-15,234
|
Closed
|
|
|
45
|
Glenview Trust
Louisville,
Kentucky
|
–
|
-$203K
|
-4,095
|
Closed
|
|
|
46
|
Centaurus Financial
Anaheim,
California
|
–
|
-$106K
|
-2,137
|
Closed
|
|
|
47
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$70.6K
|
-1,387
|
Closed
|
|
|
48
|
Accel Wealth Management
Waverly,
Iowa
|
–
|
-$23.3K
|
-470
|
Closed
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$16.9K
|
-340
|
Closed
|
|
|
50
|
Evermay Wealth Management
Arlington,
Virginia
|
–
|
-$12.1K
|
-244
|
Closed
|
|
