|
1
|
Westfuller Advisors
New York
|
$3.3M
|
+$8.94K
|
+227
|
+0.3%
|
|
|
2
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.42M
|
-$56.1K
|
-1,425
|
-4%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$976K
|
-$5.2K
|
-132
|
-0.5%
|
|
|
4
|
Centric Wealth Management
Chicago,
Illinois
|
$848K
|
+$24.6K
|
+625
|
+3%
|
|
|
5
|
Atria Wealth Solutions
New York
|
$688K
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$512K
|
-$433K
|
-10,984
|
-45%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$421K
|
–
|
–
|
–
|
|
|
8
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$410K
|
-$30.5K
|
-774
|
-7%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$384K
|
+$135K
|
+3,424
|
+52%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$332K
|
-$356K
|
-9,028
|
-51%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$290K
|
–
|
–
|
–
|
|
|
12
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$258K
|
+$433
|
+11
|
+0.2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$227K
|
+$178K
|
+4,508
|
+319%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$205K
|
–
|
–
|
–
|
|
|
15
|
Financial Network Wealth Management
Draper,
Utah
|
$125K
|
+$129K
|
+3,275
|
New
|
|
|
16
|
First Horizon Advisors
Memphis,
Tennessee
|
$96.2K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.6K
|
+$10.6K
|
+269
|
+20%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57K
|
–
|
–
|
–
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$51.7K
|
+$10K
|
+254
|
+23%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$50.8K
|
–
|
–
|
–
|
|
|
21
|
|
$43.4K
|
+$39.4K
|
+1,001
|
+758%
|
|
|
22
|
NBT Bank
Norwich,
New York
|
$23K
|
–
|
–
|
–
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$14.6K
|
+$39
|
+1
|
+0.3%
|
|
|
24
|
GHP Investment Advisors
Denver,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
25
|
Abound Wealth Management
Franklin,
Tennessee
|
$12.4K
|
–
|
–
|
–
|
|
