|
1
|
Royal Harbor Partners
Houston,
Texas
|
$7.86M
|
+$7.92M
|
+164,870
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.71M
|
+$187K
|
+3,902
|
+4%
|
|
|
3
|
Institute for Wealth Management
Denver,
Colorado
|
$2.84M
|
–
|
–
|
–
|
|
|
4
|
|
$2.5M
|
+$69.4K
|
+1,445
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.11M
|
-$96.1K
|
-2,000
|
-8%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$591K
|
+$14.2K
|
+295
|
+2%
|
|
|
7
|
|
$403K
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$392K
|
+$395K
|
+8,216
|
New
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$370K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$346K
|
+$212K
|
+4,417
|
+155%
|
|
|
11
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$297K
|
+$299K
|
+6,220
|
New
|
|
|
12
|
|
$295K
|
-$152K
|
-3,174
|
-34%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$287K
|
–
|
–
|
–
|
|
|
14
|
Virtue Capital Management
Brentwood,
Tennessee
|
$283K
|
+$284K
|
+5,913
|
New
|
|
|
15
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$281K
|
–
|
–
|
–
|
|
|
16
|
J.W. Cole Advisors
Tampa,
Florida
|
$255K
|
+$257K
|
+5,351
|
New
|
|
|
17
|
EntreWealth
Austin,
Texas
|
$233K
|
–
|
–
|
–
|
|
|
18
|
Austin Wealth Management
Austin,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$218K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$216K
|
+$432
|
+9
|
+0.2%
|
|
|
21
|
Ridgewood Investments
Springfield,
New Jersey
|
$188K
|
+$240
|
+5
|
+0.1%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$144K
|
–
|
–
|
–
|
|
|
23
|
Rothschild Investment LLC
Chicago,
Illinois
|
$143K
|
–
|
–
|
–
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$123K
|
+$1.49K
|
+31
|
+1%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$113K
|
–
|
–
|
–
|
|
