|
1
|
Westfuller Advisors
New York
|
$3.07M
|
+$2.95M
|
+84,974
|
New
|
|
|
2
|
Atria Wealth Solutions
New York
|
$1.28M
|
+$894K
|
+25,705
|
+268%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$920K
|
+$5.11K
|
+147
|
+0.6%
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$802K
|
+$48.2K
|
+1,387
|
+7%
|
|
|
5
|
Centric Wealth Management
Chicago,
Illinois
|
$640K
|
-$6.33K
|
-182
|
-1%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$632K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$476K
|
+$459K
|
+13,204
|
New
|
|
|
8
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$434K
|
-$5.56K
|
-160
|
-1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$397K
|
+$97K
|
+2,790
|
+34%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$288K
|
+$277K
|
+7,968
|
New
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$267K
|
+$257K
|
+7,393
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$265K
|
+$255K
|
+7,336
|
New
|
|
|
13
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$226K
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$224K
|
-$417
|
-12
|
-0.2%
|
|
|
15
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$178K
|
+$6.75K
|
+194
|
+4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$108K
|
-$169K
|
-4,870
|
-62%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54K
|
–
|
–
|
–
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$41.1K
|
–
|
–
|
–
|
|
|
19
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$21K
|
-$58.2K
|
-1,675
|
-74%
|
|
|
20
|
GHP Investment Advisors
Denver,
Colorado
|
$17.8K
|
–
|
–
|
–
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$13K
|
+$139
|
+4
|
+1%
|
|
|
22
|
Abound Wealth Management
Franklin,
Tennessee
|
$11.7K
|
+$104
|
+3
|
+0.9%
|
|
|
23
|
|
$7.83K
|
+$7.47K
|
+215
|
+21,500%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Stephens Consulting
Flint,
Michigan
|
$3.61K
|
+$869
|
+25
|
+33%
|
|
