|
1
|
Westfuller Advisors
New York
|
$3.6M
|
+$1.43K
|
+35
|
+0%
|
|
|
2
|
Rock Creek Group
Washington,
District of Columbia
|
$1.62M
|
–
|
–
|
–
|
|
|
3
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.09M
|
+$13.4K
|
+328
|
+1%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$958K
|
-$2.45K
|
-60
|
-0.3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$955K
|
-$92.3K
|
-2,257
|
-9%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$936K
|
+$8.43K
|
+206
|
+0.9%
|
|
|
7
|
Centric Wealth Management
Chicago,
Illinois
|
$901K
|
-$15.4K
|
-377
|
-2%
|
|
|
8
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$853K
|
-$74.8K
|
-1,830
|
-8%
|
|
|
9
|
|
$782K
|
+$770K
|
+18,837
|
New
|
|
|
10
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$613K
|
+$603K
|
+14,755
|
New
|
|
|
11
|
Sunrise Financial Services
Burien,
Washington
|
$573K
|
+$565K
|
+13,804
|
New
|
|
|
12
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$461K
|
+$29.3K
|
+716
|
+7%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$456K
|
–
|
–
|
–
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$435K
|
+$70.2K
|
+1,717
|
+20%
|
|
|
15
|
|
$431K
|
+$425K
|
+10,388
|
New
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$253K
|
–
|
–
|
–
|
|
|
17
|
|
$240K
|
+$2.45K
|
+60
|
+1%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$228K
|
+$1.27K
|
+31
|
+0.6%
|
|
|
19
|
Sankala Group
Lyons,
Colorado
|
$191K
|
+$188K
|
+4,588
|
New
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$93.3K
|
+$91.9K
|
+2,248
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55K
|
–
|
–
|
–
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$54.9K
|
-$1.23K
|
-30
|
-2%
|
|
|
24
|
|
$47K
|
-$82
|
-2
|
-0.2%
|
|
|
25
|
First Horizon Corporation
Memphis,
Tennessee
|
$37.6K
|
-$61.5K
|
-1,504
|
-62%
|
|
