|
1
|
Westfuller Advisors
New York
|
$3.42M
|
+$8.27K
|
+219
|
+0.3%
|
|
|
2
|
Rock Creek Group
Washington,
District of Columbia
|
$1.55M
|
+$1.47M
|
+39,015
|
New
|
|
|
3
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.02M
|
+$970K
|
+25,704
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.01M
|
-$491
|
-13
|
-0.1%
|
|
|
5
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$888K
|
-$558K
|
-14,775
|
-40%
|
|
|
6
|
Centric Wealth Management
Chicago,
Illinois
|
$858K
|
-$12K
|
-317
|
-1%
|
|
|
7
|
Atria Wealth Solutions
New York
|
$722K
|
+$9.44K
|
+250
|
+1%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$625K
|
+$267K
|
+7,075
|
+81%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$514K
|
-$15.2K
|
-403
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$442K
|
+$5.66K
|
+150
|
+1%
|
|
|
11
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$424K
|
-$755
|
-20
|
-0.2%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$382K
|
-$14.9K
|
-395
|
-4%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$347K
|
+$44.3K
|
+1,173
|
+15%
|
|
|
14
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$267K
|
–
|
–
|
–
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$241K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$230K
|
-$4.98K
|
-132
|
-2%
|
|
|
17
|
|
$217K
|
+$209K
|
+5,548
|
New
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$95.5K
|
-$3.89K
|
-103
|
-4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$61.2K
|
-$3.51K
|
-93
|
-6%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59K
|
–
|
–
|
–
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$53.6K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$52.6K
|
–
|
–
|
–
|
|
|
23
|
|
$45K
|
–
|
–
|
–
|
|
|
24
|
NBT Bank
Norwich,
New York
|
$23.8K
|
–
|
–
|
–
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$15.2K
|
+$38
|
+1
|
+0.3%
|
|
