|
1
|
49 Wealth Management
Austin,
Texas
|
$122M
|
+$10.2M
|
+284,896
|
+9%
|
|
|
2
|
Weaver Consulting Group
Huntington Beach,
California
|
$26.7M
|
+$1.81M
|
+50,485
|
+7%
|
|
|
3
|
Titleist Asset Management
San Antonio,
Texas
|
$17.4M
|
-$4.61M
|
-128,478
|
-21%
|
|
|
4
|
Verity & Verity
Beaufort,
South Carolina
|
$4.98M
|
+$4.91M
|
+136,886
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$863K
|
+$38.4K
|
+1,070
|
+5%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$840K
|
+$828K
|
+23,090
|
New
|
|
|
7
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$667K
|
+$36.2K
|
+1,010
|
+6%
|
|
|
8
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$439K
|
+$433K
|
+12,067
|
New
|
|
|
9
|
&Partners
Nashville,
Tennessee
|
$424K
|
+$418K
|
+11,648
|
New
|
|
|
10
|
Insight 2811 Inc
Chicago,
Illinois
|
$295K
|
-$67.3K
|
-1,875
|
-19%
|
|
|
11
|
Joel Isaacson & Co
New York
|
$257K
|
+$36.2K
|
+1,010
|
+17%
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$241K
|
+$238K
|
+6,634
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$36.4K
|
+$35.9K
|
+1,000
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$12.3K
|
+$5.06K
|
+141
|
+71%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$5.46K
|
–
|
–
|
–
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.26K
|
–
|
–
|
–
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$2.39K
|
-$3.88K
|
-108
|
-62%
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.91K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$109
|
+$108
|
+3
|
New
|
|
|
20
|
|
$36
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$36
|
+$36
|
+1
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$1.22M
|
-34,862
|
Closed
|
|
|
23
|
|
–
|
-$539K
|
-15,382
|
Closed
|
|
|
24
|
|
–
|
-$472K
|
-13,474
|
Closed
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$21.5K
|
-615
|
Closed
|
|
