|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$749K
|
+$67.5K
|
+2,325
|
+11%
|
|
|
2
|
|
$716K
|
+$97.4K
|
+3,354
|
+17%
|
|
|
3
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$398K
|
-$2.27K
|
-78
|
-0.6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$252K
|
–
|
–
|
–
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$209K
|
-$7.67K
|
-264
|
-4%
|
|
|
6
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$209K
|
+$197K
|
+6,799
|
New
|
|
|
7
|
Pathstone Family Office
Englewood,
New Jersey
|
$200K
|
+$190K
|
+6,528
|
New
|
|
|
8
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$172K
|
-$1.51K
|
-52
|
-0.9%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$119K
|
+$29
|
+1
|
+0%
|
|
|
10
|
|
$76.2K
|
-$610
|
-21
|
-0.8%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$56.7K
|
+$2.93K
|
+101
|
+6%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46K
|
–
|
–
|
–
|
|
|
13
|
Tradition Wealth Management
Edina,
Minnesota
|
$43K
|
+$6.83K
|
+235
|
+20%
|
|
|
14
|
|
$20.1K
|
+$58
|
+2
|
+0.3%
|
|
|
15
|
GHP Investment Advisors
Denver,
Colorado
|
$15.4K
|
-$9.21K
|
-317
|
-39%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$11K
|
–
|
–
|
–
|
|
|
17
|
Abound Wealth Management
Franklin,
Tennessee
|
$9.81K
|
+$29
|
+1
|
+0.3%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$7.58K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Stephens Consulting
Flint,
Michigan
|
$2.3K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.21K
|
-$174
|
-6
|
-8%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$2.15K
|
-$137K
|
-4,720
|
-99%
|
|
|
23
|
Syverson Strege & Co
West Des Moines,
Iowa
|
–
|
-$4.4K
|
-156
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$2.12K
|
-75
|
Closed
|
|
