|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$624K
|
-$941
|
-34
|
-0.2%
|
|
|
2
|
|
$565K
|
+$554K
|
+20,001
|
New
|
|
|
3
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$369K
|
+$222
|
+8
|
+0.1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$232K
|
–
|
–
|
–
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$200K
|
+$196K
|
+7,087
|
New
|
|
|
6
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$160K
|
+$24.1K
|
+870
|
+18%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$135K
|
+$554
|
+20
|
+0.4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$110K
|
-$31.4K
|
-1,135
|
-23%
|
|
|
9
|
|
$70.8K
|
+$1.44K
|
+52
|
+2%
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$49.4K
|
–
|
–
|
–
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$42K
|
–
|
–
|
–
|
|
|
12
|
Tradition Wealth Management
Edina,
Minnesota
|
$33K
|
–
|
–
|
–
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$22.9K
|
–
|
–
|
–
|
|
|
14
|
|
$18.5K
|
+$55
|
+2
|
+0.3%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$10K
|
+$720
|
+26
|
+8%
|
|
|
16
|
Abound Wealth Management
Franklin,
Tennessee
|
$9.02K
|
+$637
|
+23
|
+8%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$6.98K
|
–
|
–
|
–
|
|
|
18
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4.4K
|
+$28
|
+1
|
+0.6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.21K
|
+$2.13K
|
+77
|
+7,700%
|
|
|
21
|
Stephens Consulting
Flint,
Michigan
|
$2.12K
|
–
|
–
|
–
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$2.12K
|
–
|
–
|
–
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
–
|
-$417K
|
-15,729
|
Closed
|
|
