|
1
|
LPL Financial
San Diego,
California
|
$4.14M
|
-$111K
|
-2,607
|
-3%
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$2.78M
|
–
|
–
|
–
|
|
|
3
|
|
$2.04M
|
-$66.1K
|
-1,558
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.26M
|
+$190K
|
+4,474
|
+19%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$597K
|
+$14.2K
|
+335
|
+3%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$546K
|
+$249K
|
+5,867
|
+96%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$508K
|
+$248K
|
+5,848
|
+110%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$479K
|
-$80.7K
|
-1,901
|
-15%
|
|
|
9
|
|
$445K
|
–
|
–
|
–
|
|
|
10
|
|
$384K
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$283K
|
+$9.72K
|
+229
|
+4%
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$274K
|
–
|
–
|
–
|
|
|
13
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$268K
|
–
|
–
|
–
|
|
|
14
|
|
$232K
|
–
|
–
|
–
|
|
|
15
|
Austin Wealth Management
Austin,
Texas
|
$215K
|
+$207K
|
+4,883
|
New
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$208K
|
+$194K
|
+4,575
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$204K
|
+$191K
|
+4,491
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$174K
|
-$3.4K
|
-80
|
-2%
|
|
|
19
|
Rothschild Investment LLC
Chicago,
Illinois
|
$136K
|
–
|
–
|
–
|
|
|
20
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$116K
|
-$6.37K
|
-150
|
-6%
|
|
|
21
|
Bellevue Asset Management
Bellevue,
Washington
|
$87.3K
|
–
|
–
|
–
|
|
|
22
|
Clearstead Advisors
Cleveland,
Ohio
|
$73.7K
|
–
|
–
|
–
|
|
|
23
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$66.8K
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.6K
|
+$50.9K
|
+1,200
|
New
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$46.2K
|
+$23.6K
|
+555
|
+120%
|
|
