|
1
|
Royal Harbor Partners
Houston,
Texas
|
$7.85M
|
-$123K
|
-2,613
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.59M
|
-$180K
|
-3,829
|
-4%
|
|
|
3
|
Institute for Wealth Management
Denver,
Colorado
|
$2.86M
|
-$18.9K
|
-402
|
-0.7%
|
|
|
4
|
|
$2.15M
|
-$377K
|
-8,020
|
-15%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
-$104K
|
-2,211
|
-9%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$601K
|
+$1.6K
|
+34
|
+0.3%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$470K
|
+$92K
|
+1,960
|
+25%
|
|
|
8
|
|
$409K
|
–
|
–
|
–
|
|
|
9
|
|
$299K
|
–
|
–
|
–
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$291K
|
–
|
–
|
–
|
|
|
11
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$285K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$259K
|
-$89.2K
|
-1,900
|
-26%
|
|
|
13
|
EntreWealth
Austin,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
14
|
Austin Wealth Management
Austin,
Texas
|
$233K
|
–
|
–
|
–
|
|
|
15
|
J.W. Cole Advisors
Tampa,
Florida
|
$222K
|
-$36K
|
-766
|
-14%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$219K
|
–
|
–
|
–
|
|
|
17
|
Ridgewood Investments
Springfield,
New Jersey
|
$191K
|
+$235
|
+5
|
+0.1%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$146K
|
–
|
–
|
–
|
|
|
19
|
Rothschild Investment LLC
Chicago,
Illinois
|
$145K
|
–
|
–
|
–
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$138K
|
+$22.6K
|
+481
|
+20%
|
|
|
21
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$118K
|
+$115K
|
+2,441
|
New
|
|
|
22
|
UMB Bank
Kansas City,
Missouri
|
$113K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$95.7K
|
+$78.8K
|
+1,678
|
+559%
|
|
|
24
|
Bellevue Asset Management
Bellevue,
Washington
|
$92.9K
|
–
|
–
|
–
|
|
|
25
|
Clearstead Advisors
Cleveland,
Ohio
|
$81.2K
|
–
|
–
|
–
|
|
