|
1
|
49 Wealth Management
Austin,
Texas
|
$141M
|
+$19.4M
|
+539,475
|
+16%
|
|
|
2
|
Weaver Consulting Group
Huntington Beach,
California
|
$27.9M
|
+$1.17M
|
+32,486
|
+4%
|
|
|
3
|
Titleist Asset Management
San Antonio,
Texas
|
$17.3M
|
-$132K
|
-3,670
|
-0.8%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$814K
|
-$29.4K
|
-816
|
-4%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$781K
|
-$87.7K
|
-2,435
|
-10%
|
|
|
6
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$697K
|
+$30.4K
|
+844
|
+5%
|
|
|
7
|
Tower Research Capital (TRC)
New York
|
$338K
|
+$95.8K
|
+2,662
|
+40%
|
|
|
8
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$335K
|
-$103K
|
-2,863
|
-24%
|
|
|
9
|
Joel Isaacson & Co
New York
|
$333K
|
+$74.7K
|
+2,076
|
+29%
|
|
|
10
|
Verity & Verity
Beaufort,
South Carolina
|
$242K
|
-$4.69M
|
-130,236
|
-95%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$26.8K
|
+$14.4K
|
+399
|
+118%
|
|
|
12
|
Financial Management Professionals
Austin,
Texas
|
$12.7K
|
+$12.6K
|
+350
|
New
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$5.45K
|
–
|
–
|
–
|
|
|
14
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.25K
|
–
|
–
|
–
|
|
|
15
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.73K
|
+$2.7K
|
+75
|
New
|
|
|
16
|
|
$2.04K
|
+$2.02K
|
+56
|
New
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.92K
|
+$36
|
+1
|
+2%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$630
|
-$1.76K
|
-49
|
-74%
|
|
|
19
|
|
$36
|
–
|
–
|
–
|
|
|
20
|
&Partners
Nashville,
Tennessee
|
–
|
-$424K
|
-11,648
|
Closed
|
|
|
21
|
Insight 2811 Inc
Chicago,
Illinois
|
–
|
-$295K
|
-8,105
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$36.4K
|
-1,000
|
Closed
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$109
|
-3
|
Closed
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$36
|
-1
|
Closed
|
|
