|
1
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.2M
|
-$670K
|
-13,692
|
-11%
|
|
|
2
|
Rossby Financial
Melbourne,
Florida
|
$1.72M
|
-$12.2K
|
-250
|
-0.7%
|
|
|
3
|
Westfuller Advisors
New York
|
$1.29M
|
–
|
–
|
–
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$1.17M
|
+$22.1K
|
+452
|
+2%
|
|
|
5
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$893K
|
-$81.4K
|
-1,665
|
-8%
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$869K
|
+$587
|
+12
|
+0.1%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$753K
|
+$514K
|
+10,518
|
+221%
|
|
|
8
|
GTS Securities
Miami,
Florida
|
$664K
|
-$946K
|
-19,332
|
-59%
|
|
|
9
|
|
$632K
|
-$86.8K
|
-1,775
|
-12%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$612K
|
-$9.78K
|
-200
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$574K
|
-$18.7K
|
-383
|
-3%
|
|
|
12
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$468K
|
+$464K
|
+9,495
|
New
|
|
|
13
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$466K
|
+$6.36K
|
+130
|
+1%
|
|
|
14
|
|
$462K
|
+$437K
|
+8,944
|
+2,075%
|
|
|
15
|
Sincerus Advisory
New York
|
$375K
|
-$636
|
-13
|
-0.2%
|
|
|
16
|
Naviter Wealth
Little Rock,
Arkansas
|
$351K
|
+$349K
|
+7,128
|
New
|
|
|
17
|
Old National Bancorp
Evansville,
Indiana
|
$297K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$279K
|
-$49K
|
-1,002
|
-15%
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
$244K
|
–
|
–
|
–
|
|
|
20
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$223K
|
–
|
–
|
–
|
|
|
21
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$212K
|
-$33.8K
|
-691
|
-14%
|
|
|
22
|
International Assets Investment Management
Orlando,
Florida
|
$211K
|
+$210K
|
+4,289
|
New
|
|
|
23
|
Sankala Group
Lyons,
Colorado
|
$209K
|
+$201K
|
+4,112
|
New
|
|
|
24
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$114K
|
–
|
–
|
–
|
|
|
25
|
Root Financial Partners
Encinitas,
California
|
$97.4K
|
–
|
–
|
–
|
|
