|
1
|
LPL Financial
San Diego,
California
|
$17M
|
+$125K
|
+1,887
|
+0.7%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.6M
|
+$261K
|
+3,943
|
+2%
|
|
|
3
|
Occidental Asset Management
Burlingame,
California
|
$11.7M
|
+$416K
|
+6,278
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.65M
|
-$2.13M
|
-32,082
|
-20%
|
|
|
5
|
Anderson Financial Strategies
Dayton,
Ohio
|
$4.34M
|
+$327K
|
+4,937
|
+8%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$2.18M
|
+$86.9K
|
+1,310
|
+4%
|
|
|
7
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$2.12M
|
+$1.47M
|
+22,173
|
New
|
|
|
8
|
|
$1.78M
|
+$103K
|
+1,555
|
+6%
|
|
|
9
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.7M
|
+$160K
|
+2,414
|
+10%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$1.2M
|
-$418K
|
-6,308
|
-26%
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$707K
|
+$708K
|
+10,681
|
New
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$701K
|
+$188K
|
+2,842
|
+37%
|
|
|
13
|
VestGen Advisors
Inverness,
Illinois
|
$689K
|
-$19.8K
|
-298
|
-3%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$668K
|
-$29.1K
|
-439
|
-4%
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$560K
|
+$11.9K
|
+179
|
+2%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$517K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$486K
|
-$6.37K
|
-96
|
-1%
|
|
|
18
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$281K
|
-$1.34M
|
-20,211
|
-83%
|
|
|
19
|
Fermata Advisors
Sonoma,
California
|
$248K
|
+$25.9K
|
+391
|
+12%
|
|
|
20
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$222K
|
-$1.72K
|
-26
|
-0.8%
|
|
|
21
|
Flow Traders U.S.
New York
|
$215K
|
+$6.9K
|
+104
|
+3%
|
|
|
22
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$205K
|
-$45K
|
-678
|
-18%
|
|
|
23
|
Forum Finance Group
Geneva,
|
$200K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$109K
|
–
|
–
|
–
|
|
|
25
|
Frazier Financial Advisors
Columbus,
Ohio
|
$71.7K
|
–
|
–
|
–
|
|
