|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$747K
|
+$14.1K
|
+452
|
+2%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$516K
|
+$414K
|
+13,310
|
+343%
|
|
|
3
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$381K
|
-$9.09K
|
-292
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$246K
|
–
|
–
|
–
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$239K
|
+$247K
|
+7,942
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$216K
|
+$11.5K
|
+370
|
+5%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$204K
|
–
|
–
|
–
|
|
|
8
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$177K
|
+$8.88K
|
+285
|
+5%
|
|
|
9
|
|
$75.2K
|
+$561
|
+18
|
+0.7%
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$55.5K
|
–
|
–
|
–
|
|
|
11
|
Tradition Wealth Management
Edina,
Minnesota
|
$48K
|
+$6.6K
|
+212
|
+15%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$45K
|
–
|
–
|
–
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$14.9K
|
–
|
–
|
–
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$11K
|
+$31
|
+1
|
+0.3%
|
|
|
15
|
Abound Wealth Management
Franklin,
Tennessee
|
$9.63K
|
+$31
|
+1
|
+0.3%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$7.15K
|
-$280
|
-9
|
-4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
18
|
Stephens Consulting
Flint,
Michigan
|
$2.25K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$2.1K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$716K
|
-23,355
|
Closed
|
|
|
21
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$200K
|
-6,528
|
Closed
|
|
|
22
|
|
–
|
-$20.1K
|
-655
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.21K
|
-72
|
Closed
|
|
