|
1
|
LPL Financial
San Diego,
California
|
$4.54M
|
+$171K
|
+3,704
|
+4%
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$2.89M
|
-$47.7K
|
-1,035
|
-2%
|
|
|
3
|
|
$2.24M
|
+$49.4K
|
+1,072
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.22M
|
-$55.3K
|
-1,199
|
-5%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$623K
|
-$12.8K
|
-278
|
-2%
|
|
|
6
|
|
$452K
|
-$19.7K
|
-428
|
-4%
|
|
|
7
|
|
$408K
|
–
|
–
|
–
|
|
|
8
|
Evanson Asset Management
Carmel,
California
|
$291K
|
–
|
–
|
–
|
|
|
9
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$285K
|
–
|
–
|
–
|
|
|
10
|
|
$246K
|
–
|
–
|
–
|
|
|
11
|
Austin Wealth Management
Austin,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$217K
|
+$208K
|
+4,503
|
New
|
|
|
14
|
Ridgewood Investments
Springfield,
New Jersey
|
$204K
|
+$277
|
+6
|
+0.1%
|
|
|
15
|
Rothschild Investment LLC
Chicago,
Illinois
|
$145K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$123K
|
-$47.3K
|
-1,026
|
-29%
|
|
|
17
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$123K
|
–
|
–
|
–
|
|
|
18
|
UMB Bank
Kansas City,
Missouri
|
$112K
|
–
|
–
|
–
|
|
|
19
|
Bellevue Asset Management
Bellevue,
Washington
|
$92.7K
|
–
|
–
|
–
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$81.1K
|
–
|
–
|
–
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$72.6K
|
+$18.4K
|
+399
|
+36%
|
|
|
22
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$71K
|
–
|
–
|
–
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$58.5K
|
+$277
|
+6
|
+0.5%
|
|
|
24
|
|
$46K
|
-$46
|
-1
|
-0.1%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$45.8K
|
+$43.7K
|
+948
|
+94,800%
|
|
