|
26
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$246K
|
-$38.3K
|
-325
|
-14%
|
|
|
27
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$245K
|
–
|
–
|
–
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$238K
|
–
|
–
|
–
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$222K
|
+$206K
|
+1,745
|
New
|
|
|
30
|
Rockefeller Capital Management
New York
|
$124K
|
+$115K
|
+979
|
New
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$115K
|
+$11.8K
|
+100
|
+12%
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$113K
|
+$66.5K
|
+565
|
+176%
|
|
|
33
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$110K
|
–
|
–
|
–
|
|
|
34
|
AE Wealth Management
Topeka,
Kansas
|
$110K
|
+$59.5K
|
+505
|
+140%
|
|
|
35
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$108K
|
+$100K
|
+850
|
New
|
|
|
36
|
Howe & Rusling
Rochester,
New York
|
$71.5K
|
–
|
–
|
–
|
|
|
37
|
Farther Finance Advisors
San Francisco,
California
|
$57.2K
|
–
|
–
|
–
|
|
|
38
|
Comerica Bank
Dallas,
Texas
|
$51.3K
|
-$353
|
-3
|
-0.7%
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$42.5K
|
–
|
–
|
–
|
|
|
40
|
Westfuller Advisors
New York
|
$26.6K
|
+$24.6K
|
+209
|
New
|
|
|
41
|
Private Trust Company
Cleveland,
Ohio
|
$22.6K
|
–
|
–
|
–
|
|
|
42
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21.1K
|
–
|
–
|
–
|
|
|
43
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$14K
|
–
|
–
|
–
|
|
|
44
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$12.7K
|
–
|
–
|
–
|
|
|
45
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
46
|
Principal Securities
Des Moines,
Iowa
|
$9.91K
|
–
|
–
|
–
|
|
|
47
|
Kiker Wealth Management
Jasper,
Georgia
|
$6.61K
|
–
|
–
|
–
|
|
|
48
|
Keener Financial Planning
Keller,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
49
|
Global Retirement Partners
San Rafael,
California
|
$5.08K
|
–
|
–
|
–
|
|
|
50
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.59K
|
–
|
–
|
–
|
|
