|
1
|
Westfuller Advisors
New York
|
$3.31M
|
+$14.2K
|
+362
|
+0.4%
|
|
|
2
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.49M
|
+$1.52M
|
+38,585
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$988K
|
+$2.4K
|
+61
|
+0.2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$938K
|
-$162K
|
-4,116
|
-14%
|
|
|
5
|
Tidal Investments
Milwaukee,
Wisconsin
|
$901K
|
-$17.8K
|
-453
|
-2%
|
|
|
6
|
Centric Wealth Management
Chicago,
Illinois
|
$829K
|
+$70.3K
|
+1,788
|
+9%
|
|
|
7
|
Atria Wealth Solutions
New York
|
$692K
|
-$271K
|
-6,903
|
-28%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$682K
|
+$1.26K
|
+32
|
+0.2%
|
|
|
9
|
|
$513K
|
-$36.8K
|
-937
|
-7%
|
|
|
10
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$443K
|
-$2.59K
|
-66
|
-0.6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$423K
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$358K
|
-$32.4K
|
-824
|
-8%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$292K
|
+$5.5K
|
+140
|
+2%
|
|
|
14
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$259K
|
+$264K
|
+6,726
|
New
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$255K
|
-$21.9K
|
-556
|
-8%
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$228K
|
-$8.53K
|
-217
|
-4%
|
|
|
18
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$183K
|
-$7.67K
|
-195
|
-4%
|
|
|
19
|
First Horizon Advisors
Memphis,
Tennessee
|
$96.8K
|
–
|
–
|
–
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$58K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$54.5K
|
+$12.6K
|
+321
|
+29%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.6K
|
-$37.7K
|
-959
|
-41%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$51.1K
|
–
|
–
|
–
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$42.2K
|
+$39
|
+1
|
+0.1%
|
|
|
25
|
NBT Bank
Norwich,
New York
|
$23.1K
|
–
|
–
|
–
|
|
