|
26
|
Rockefeller Capital Management
New York
|
$511K
|
–
|
–
|
–
|
|
|
27
|
Equitable Holdings
New York
|
$501K
|
+$461K
|
+2,694
|
New
|
|
|
28
|
Carlson Financial
Canby,
Oregon
|
$449K
|
+$342
|
+2
|
+0.1%
|
|
|
29
|
Global Retirement Partners
San Rafael,
California
|
$419K
|
+$385K
|
+2,250
|
New
|
|
|
30
|
HighTower Advisors
Chicago,
Illinois
|
$382K
|
–
|
–
|
–
|
|
|
31
|
US Bancorp
Minneapolis,
Minnesota
|
$372K
|
-$5.81K
|
-34
|
-2%
|
|
|
32
|
|
$362K
|
+$6.5K
|
+38
|
+2%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$354K
|
-$8.55K
|
-50
|
-3%
|
|
|
34
|
Koshinski Asset Management
Decatur,
Illinois
|
$346K
|
-$34.2K
|
-200
|
-10%
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$334K
|
+$307K
|
+1,795
|
New
|
|
|
36
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$273K
|
–
|
–
|
–
|
|
|
37
|
CX Institutional
Auburn,
Indiana
|
$235K
|
+$171
|
+1
|
+0.1%
|
|
|
38
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$232K
|
+$213K
|
+1,248
|
New
|
|
|
39
|
Sonata Capital Group
Seattle,
Washington
|
$217K
|
+$199K
|
+1,166
|
New
|
|
|
40
|
Private Advisory Group
Redmond,
Washington
|
$204K
|
+$187K
|
+1,096
|
New
|
|
|
41
|
Private Trust Company
Cleveland,
Ohio
|
$197K
|
–
|
–
|
–
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$181K
|
–
|
–
|
–
|
|
|
43
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$164K
|
–
|
–
|
–
|
|
|
44
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$105K
|
+$96.2K
|
+563
|
New
|
|
|
45
|
Copia Wealth Management
Bend,
Oregon
|
$60.7K
|
+$19.8K
|
+116
|
+55%
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$40.1K
|
-$11.3K
|
-66
|
-23%
|
|
|
47
|
Steward Partners Investment Advisory
New York
|
$23.8K
|
–
|
–
|
–
|
|
|
48
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$20.1K
|
–
|
–
|
–
|
|
|
49
|
Key Financial Inc
West Chester,
Pennsylvania
|
$19.7K
|
–
|
–
|
–
|
|
|
50
|
GAMMA Investing
Foster City,
California
|
$18.2K
|
–
|
–
|
–
|
|
