|
1
|
Westfuller Advisors
New York
|
$3.52M
|
+$8.4K
|
+210
|
+0.2%
|
|
|
2
|
Natural Investments
Windsor,
California
|
$2.49M
|
+$5.73M
|
+143,324
|
New
|
|
|
3
|
Rock Creek Group
Washington,
District of Columbia
|
$1.59M
|
–
|
–
|
–
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.06M
|
+$12K
|
+301
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.03M
|
+$492K
|
+12,288
|
+95%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$941K
|
-$94.1K
|
-2,353
|
-9%
|
|
|
7
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$910K
|
–
|
–
|
–
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$909K
|
+$263K
|
+6,585
|
+42%
|
|
|
9
|
Centric Wealth Management
Chicago,
Illinois
|
$894K
|
+$1.2K
|
+30
|
+0.1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$447K
|
-$6K
|
-150
|
-1%
|
|
|
11
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$422K
|
-$12.4K
|
-309
|
-3%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$356K
|
+$640
|
+16
|
+0.2%
|
|
|
13
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$274K
|
+$440
|
+11
|
+0.2%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$248K
|
–
|
–
|
–
|
|
|
15
|
|
$232K
|
+$6.48K
|
+162
|
+3%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$222K
|
-$167K
|
-4,172
|
-43%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$173K
|
-$60.9K
|
-1,523
|
-26%
|
|
|
18
|
First Horizon Corporation
Memphis,
Tennessee
|
$97.9K
|
+$96.4K
|
+2,409
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.1K
|
-$440
|
-11
|
-0.7%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61K
|
–
|
–
|
–
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$54.9K
|
+$40
|
+1
|
+0.1%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$53.9K
|
–
|
–
|
–
|
|
|
23
|
|
$46.1K
|
+$40
|
+1
|
+0.1%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$35.2K
|
+$30.6K
|
+765
|
+765%
|
|
|
25
|
NBT Bank
Norwich,
New York
|
$24.8K
|
+$400
|
+10
|
+2%
|
|
