|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$844K
|
+$15.3K
|
+488
|
+2%
|
|
|
2
|
Tidal Investments
Milwaukee,
Wisconsin
|
$694K
|
+$653K
|
+20,831
|
New
|
|
|
3
|
Centric Wealth Management
Chicago,
Illinois
|
$652K
|
+$590K
|
+18,812
|
New
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$583K
|
+$549K
|
+17,517
|
New
|
|
|
5
|
Flow Traders U.S.
New York
|
$448K
|
+$421K
|
+13,438
|
New
|
|
|
6
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$406K
|
-$15.5K
|
-495
|
-4%
|
|
|
7
|
Atria Wealth Solutions
New York
|
$319K
|
+$300K
|
+9,583
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$273K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$262K
|
-$293K
|
-9,335
|
-54%
|
|
|
10
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$210K
|
-$15.7K
|
-500
|
-7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$208K
|
-$30.1K
|
-962
|
-13%
|
|
|
12
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$157K
|
-$36.6K
|
-1,168
|
-20%
|
|
|
13
|
|
$81.1K
|
-$2.13K
|
-68
|
-3%
|
|
|
14
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$75.3K
|
+$70.8K
|
+2,259
|
New
|
|
|
15
|
Tradition Wealth Management
Edina,
Minnesota
|
$54K
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50K
|
–
|
–
|
–
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$38K
|
-$22.2K
|
-709
|
-38%
|
|
|
18
|
GHP Investment Advisors
Denver,
Colorado
|
$16.5K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$14.8K
|
+$13.9K
|
+444
|
New
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$12K
|
+$31
|
+1
|
+0.3%
|
|
|
21
|
Abound Wealth Management
Franklin,
Tennessee
|
$10.7K
|
–
|
–
|
–
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$7.06K
|
-$815
|
-26
|
-11%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
24
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$2.67K
|
+$2.51K
|
+80
|
New
|
|
|
25
|
Stephens Consulting
Flint,
Michigan
|
$2.5K
|
–
|
–
|
–
|
|
