|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.49M
|
+$3.59M
|
+84,939
|
+172%
|
|
|
2
|
|
$4.13M
|
+$27.3K
|
+646
|
+0.6%
|
|
|
3
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.48M
|
+$1.53M
|
+36,250
|
New
|
|
|
4
|
Rossby Financial
Melbourne,
Florida
|
$1.46M
|
+$1.51M
|
+35,709
|
New
|
|
|
5
|
Westfuller Advisors
New York
|
$1.07M
|
–
|
–
|
–
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$1.01M
|
+$26.7K
|
+633
|
+3%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$878K
|
+$357K
|
+8,446
|
+65%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$755K
|
-$5.07K
|
-120
|
-0.6%
|
|
|
9
|
William Blair & Company
Chicago,
Illinois
|
$675K
|
+$3.85K
|
+91
|
+0.6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$519K
|
-$42.3K
|
-1,001
|
-7%
|
|
|
11
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$430K
|
-$1.94K
|
-46
|
-0.4%
|
|
|
12
|
Sincerus Advisory
New York
|
$318K
|
+$328K
|
+7,771
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$276K
|
+$12K
|
+285
|
+4%
|
|
|
14
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$237K
|
-$42
|
-1
|
-0%
|
|
|
15
|
IMA Advisory Services
Denver,
Colorado
|
$202K
|
+$209K
|
+4,952
|
New
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$189K
|
-$11.4K
|
-271
|
-6%
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$96.4K
|
–
|
–
|
–
|
|
|
18
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$94.8K
|
+$98K
|
+2,320
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
20
|
Thompson Investment Management
Madison,
Wisconsin
|
$16.1K
|
–
|
–
|
–
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$14.5K
|
-$6.17K
|
-146
|
-29%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$12.9K
|
+$13.3K
|
+316
|
New
|
|
|
23
|
Abound Wealth Management
Franklin,
Tennessee
|
$12.5K
|
–
|
–
|
–
|
|
|
24
|
Byrne Asset Management
Kingston,
New Jersey
|
$3.48K
|
–
|
–
|
–
|
|
|
25
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
