|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.72M
|
-$664K
|
-15,898
|
-12%
|
|
|
2
|
|
$4.1M
|
+$77.8K
|
+1,864
|
+2%
|
|
|
3
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.4M
|
-$49.1K
|
-1,175
|
-3%
|
|
|
4
|
Rossby Financial
Melbourne,
Florida
|
$1.37M
|
-$11.6K
|
-277
|
-0.8%
|
|
|
5
|
Westfuller Advisors
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$1.01M
|
+$35K
|
+837
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$713K
|
-$24.1K
|
-577
|
-3%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$670K
|
+$12.7K
|
+303
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$500K
|
+$525K
|
+12,560
|
New
|
|
|
10
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$388K
|
-$32.9K
|
-788
|
-7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$359K
|
+$94K
|
+2,250
|
+33%
|
|
|
12
|
Sincerus Advisory
New York
|
$309K
|
-$961
|
-23
|
-0.3%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$298K
|
+$313K
|
+7,491
|
New
|
|
|
14
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$231K
|
–
|
–
|
–
|
|
|
15
|
IMA Advisory Services
Denver,
Colorado
|
$197K
|
–
|
–
|
–
|
|
|
16
|
Financial Network Wealth Management
Draper,
Utah
|
$129K
|
+$136K
|
+3,262
|
New
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$94K
|
–
|
–
|
–
|
|
|
18
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$92.4K
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$42.3K
|
+$31.2K
|
+746
|
+236%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.2K
|
-$507K
|
-12,136
|
-96%
|
|
|
22
|
|
$17.2K
|
+$16.7K
|
+400
|
+1,290%
|
|
|
23
|
Thompson Investment Management
Madison,
Wisconsin
|
$15.7K
|
–
|
–
|
–
|
|
|
24
|
GHP Investment Advisors
Denver,
Colorado
|
$14.1K
|
–
|
–
|
–
|
|
|
25
|
Abound Wealth Management
Franklin,
Tennessee
|
$12.2K
|
–
|
–
|
–
|
|
