|
1
|
Westfuller Advisors
New York
|
$3.31M
|
+$3.17M
|
+85,549
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.1M
|
+$219K
|
+5,897
|
+26%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$989K
|
-$10.1K
|
-272
|
-1%
|
|
|
4
|
Atria Wealth Solutions
New York
|
$961K
|
+$176K
|
+4,734
|
+24%
|
|
|
5
|
Tidal Investments
Milwaukee,
Wisconsin
|
$922K
|
+$21.3K
|
+573
|
+2%
|
|
|
6
|
Centric Wealth Management
Chicago,
Illinois
|
$777K
|
+$21.3K
|
+574
|
+3%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$683K
|
+$5.93K
|
+160
|
+0.9%
|
|
|
8
|
|
$551K
|
-$145K
|
-3,921
|
-22%
|
|
|
9
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$447K
|
-$7.2K
|
-194
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$425K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$391K
|
-$7.45K
|
-201
|
-2%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$288K
|
+$1.07K
|
+29
|
+0.4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$277K
|
+$37
|
+1
|
+0%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$237K
|
+$6.97K
|
+188
|
+3%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$235K
|
-$4.08K
|
-110
|
-2%
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$186K
|
+$6.3K
|
+170
|
+4%
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$97.1K
|
+$93.2K
|
+2,512
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$89.9K
|
+$1.52K
|
+41
|
+2%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$58K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$51.3K
|
+$49.2K
|
+1,326
|
New
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$42.3K
|
+$37
|
+1
|
+0.1%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$42.3K
|
+$40.5K
|
+1,093
|
New
|
|
|
23
|
NBT Bank
Norwich,
New York
|
$23.2K
|
+$22.3K
|
+600
|
New
|
|
|
24
|
GHP Investment Advisors
Denver,
Colorado
|
$19.1K
|
–
|
–
|
–
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$14.7K
|
+$74
|
+2
|
+0.5%
|
|
