|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.69M
|
+$10.5K
|
+233
|
+0.2%
|
|
|
2
|
Rossby Financial
Melbourne,
Florida
|
$1.68M
|
–
|
–
|
–
|
|
|
3
|
GTS Securities
Miami,
Florida
|
$1.56M
|
-$71.9K
|
-1,597
|
-5%
|
|
|
4
|
Westfuller Advisors
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$1.11M
|
-$83.8K
|
-1,861
|
-7%
|
|
|
6
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$944K
|
-$54.5K
|
-1,210
|
-6%
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$840K
|
+$54.3K
|
+1,206
|
+7%
|
|
|
8
|
|
$696K
|
-$293K
|
-6,499
|
-31%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$602K
|
+$3.15K
|
+70
|
+0.6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$574K
|
-$221K
|
-4,907
|
-29%
|
|
|
11
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$445K
|
-$14.9K
|
-331
|
-3%
|
|
|
12
|
Sincerus Advisory
New York
|
$364K
|
+$721
|
+16
|
+0.2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$317K
|
-$106K
|
-2,360
|
-26%
|
|
|
14
|
Old National Bancorp
Evansville,
Indiana
|
$287K
|
+$16.1K
|
+357
|
+6%
|
|
|
15
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$238K
|
-$23.8K
|
-528
|
-10%
|
|
|
16
|
IMA Advisory Services
Denver,
Colorado
|
$236K
|
–
|
–
|
–
|
|
|
17
|
Rockefeller Capital Management
New York
|
$227K
|
+$214K
|
+4,761
|
New
|
|
|
18
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$216K
|
+$204K
|
+4,532
|
New
|
|
|
19
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$111K
|
–
|
–
|
–
|
|
|
20
|
First Horizon Corporation
Memphis,
Tennessee
|
$106K
|
+$99.8K
|
+2,217
|
New
|
|
|
21
|
Root Financial Partners
Encinitas,
California
|
$94.2K
|
+$89K
|
+1,976
|
New
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$87.3K
|
+$31.4K
|
+698
|
+62%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.1K
|
+$135
|
+3
|
+0.3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
25
|
Glassman Wealth Services
Vienna,
Virginia
|
$28.1K
|
+$26.6K
|
+590
|
New
|
|
