|
1
|
LPL Financial
San Diego,
California
|
$4.44M
|
+$36.7K
|
+753
|
+0.8%
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$2.79M
|
-$9.17K
|
-188
|
-0.3%
|
|
|
3
|
|
$2.39M
|
+$226K
|
+4,628
|
+10%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.19M
|
+$1.12K
|
+23
|
+0.1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$567K
|
-$39.2K
|
-803
|
-6%
|
|
|
6
|
|
$439K
|
–
|
–
|
–
|
|
|
7
|
|
$396K
|
–
|
–
|
–
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$363K
|
+$378K
|
+7,758
|
New
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
$282K
|
–
|
–
|
–
|
|
|
10
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$276K
|
–
|
–
|
–
|
|
|
11
|
|
$239K
|
–
|
–
|
–
|
|
|
12
|
EntreWealth
Austin,
Texas
|
$236K
|
+$238K
|
+4,883
|
New
|
|
|
13
|
Austin Wealth Management
Austin,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$226K
|
+$236K
|
+4,832
|
New
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$214K
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$211K
|
+$390
|
+8
|
+0.2%
|
|
|
17
|
Ridgewood Investments
Springfield,
New Jersey
|
$184K
|
-$14.4K
|
-295
|
-7%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$142K
|
+$148K
|
+3,027
|
New
|
|
|
19
|
Rothschild Investment LLC
Chicago,
Illinois
|
$141K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$133K
|
+$14.9K
|
+306
|
+12%
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$119K
|
–
|
–
|
–
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$112K
|
+$43.4K
|
+891
|
+59%
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$109K
|
–
|
–
|
–
|
|
|
24
|
Bellevue Asset Management
Bellevue,
Washington
|
$90K
|
–
|
–
|
–
|
|
|
25
|
Clearstead Advisors
Cleveland,
Ohio
|
$78.7K
|
–
|
–
|
–
|
|
