|
1
|
LPL Financial
San Diego,
California
|
$4.41M
|
-$235K
|
-4,848
|
-5%
|
|
|
2
|
Institute for Wealth Management
Denver,
Colorado
|
$2.89M
|
-$11.8K
|
-243
|
-0.4%
|
|
|
3
|
|
$2.26M
|
+$80.4K
|
+1,656
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.12M
|
+$87K
|
+1,792
|
+8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$696K
|
+$85.7K
|
+1,764
|
+14%
|
|
|
6
|
|
$570K
|
+$154K
|
+3,169
|
+38%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$461K
|
-$15.8K
|
-325
|
-3%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$309K
|
+$307K
|
+6,313
|
New
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
$295K
|
–
|
–
|
–
|
|
|
10
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$288K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$263K
|
+$146
|
+3
|
+0.1%
|
|
|
12
|
|
$243K
|
-$60.3K
|
-1,241
|
-20%
|
|
|
13
|
J.W. Cole Advisors
Tampa,
Florida
|
$226K
|
+$826
|
+17
|
+0.4%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$222K
|
–
|
–
|
–
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$216K
|
+$75.2K
|
+1,548
|
+54%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$148K
|
–
|
–
|
–
|
|
|
17
|
Rothschild Investment LLC
Chicago,
Illinois
|
$147K
|
–
|
–
|
–
|
|
|
18
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$120K
|
–
|
–
|
–
|
|
|
19
|
UMB Bank
Kansas City,
Missouri
|
$114K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$97K
|
–
|
–
|
–
|
|
|
21
|
Bellevue Asset Management
Bellevue,
Washington
|
$94.1K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$92.2K
|
+$52.5K
|
+1,082
|
+136%
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$87.9K
|
+$87.1K
|
+1,794
|
New
|
|
|
24
|
Clearstead Advisors
Cleveland,
Ohio
|
$82.4K
|
–
|
–
|
–
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$60.4K
|
+$291
|
+6
|
+0.5%
|
|
