|
26
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$281K
|
–
|
–
|
–
|
|
|
27
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$251K
|
–
|
–
|
–
|
|
|
28
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$242K
|
+$15.6K
|
+105
|
+7%
|
|
|
29
|
Avior Wealth Management
Omaha,
Nebraska
|
$234K
|
+$239K
|
+1,605
|
New
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$219K
|
+$223K
|
+1,501
|
New
|
|
|
31
|
Prism Advisors
Studio City,
California
|
$211K
|
-$1.93K
|
-13
|
-0.9%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$153K
|
–
|
–
|
–
|
|
|
33
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$124K
|
–
|
–
|
–
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$118K
|
–
|
–
|
–
|
|
|
35
|
First Bancorp
Damariscotta,
Maine
|
$100K
|
+$102K
|
+683
|
New
|
|
|
36
|
Elevated Capital Advisors
Sandy,
Utah
|
$85.2K
|
–
|
–
|
–
|
|
|
37
|
Howe & Rusling
Rochester,
New York
|
$82.3K
|
–
|
–
|
–
|
|
|
38
|
Hamrick Investment Counsel
Seattle,
Washington
|
$81.1K
|
-$11.1K
|
-75
|
-12%
|
|
|
39
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$67.9K
|
–
|
–
|
–
|
|
|
40
|
Farther Finance Advisors
San Francisco,
California
|
$65.7K
|
-$22.6K
|
-152
|
-25%
|
|
|
41
|
AE Wealth Management
Topeka,
Kansas
|
$53.4K
|
–
|
–
|
–
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$53.3K
|
–
|
–
|
–
|
|
|
43
|
William Blair & Company
Chicago,
Illinois
|
$49.6K
|
–
|
–
|
–
|
|
|
44
|
Westfuller Advisors
New York
|
$31K
|
–
|
–
|
–
|
|
|
45
|
Private Trust Company
Cleveland,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
46
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$24.3K
|
–
|
–
|
–
|
|
|
47
|
Pioneer Family Office
North Miami Beach,
Florida
|
$21.2K
|
–
|
–
|
–
|
|
|
48
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$16.1K
|
–
|
–
|
–
|
|
|
49
|
McMillan Office
St. Clair Shores,
Michigan
|
$15.3K
|
–
|
–
|
–
|
|
|
50
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$14.6K
|
–
|
–
|
–
|
|
