|
1
|
Zenith Solutions
Philadelphia,
Pennsylvania
|
$7.06M
|
+$6.53M
|
+116,057
|
New
|
|
|
2
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.68M
|
-$685K
|
-12,180
|
-12%
|
|
|
3
|
Rossby Financial
Melbourne,
Florida
|
$2.11M
|
-$8.44K
|
-150
|
-0.4%
|
|
|
4
|
Westfuller Advisors
New York
|
$1.68M
|
+$85.8K
|
+1,526
|
+6%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$1.36M
|
-$68.5K
|
-1,217
|
-5%
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$1.34M
|
-$4.56K
|
-81
|
-0.4%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$1.29M
|
+$428K
|
+7,611
|
+56%
|
|
|
8
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$925K
|
-$69.5K
|
-1,235
|
-8%
|
|
|
9
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$624K
|
+$37.5K
|
+666
|
+7%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$591K
|
+$159K
|
+2,823
|
+41%
|
|
|
11
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$585K
|
+$16.5K
|
+293
|
+3%
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$579K
|
+$499K
|
+8,864
|
+1,362%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$565K
|
-$675
|
-12
|
-0.1%
|
|
|
14
|
Sincerus Advisory
New York
|
$524K
|
+$11.6K
|
+206
|
+2%
|
|
|
15
|
Naviter Wealth
Little Rock,
Arkansas
|
$476K
|
+$34.6K
|
+616
|
+9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$466K
|
+$28.6K
|
+509
|
+7%
|
|
|
17
|
Sankala Group
Lyons,
Colorado
|
$382K
|
+$115K
|
+2,038
|
+47%
|
|
|
18
|
Old National Bancorp
Evansville,
Indiana
|
$366K
|
–
|
–
|
–
|
|
|
19
|
Rockefeller Capital Management
New York
|
$315K
|
+$169
|
+3
|
+0.1%
|
|
|
20
|
IMA Advisory Services
Denver,
Colorado
|
$301K
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$293K
|
-$12K
|
-214
|
-4%
|
|
|
22
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$276K
|
–
|
–
|
–
|
|
|
23
|
Vise Technologies
New York
|
$258K
|
+$239K
|
+4,248
|
New
|
|
|
24
|
International Assets Investment Management
Orlando,
Florida
|
$258K
|
–
|
–
|
–
|
|
|
25
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$251K
|
-$9.34K
|
-166
|
-4%
|
|
