|
1
|
Colony Group
Boston,
Massachusetts
|
$4.38M
|
-$97.1K
|
-1,538
|
-2%
|
|
|
2
|
|
$3.97M
|
-$951K
|
-15,056
|
-19%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.23M
|
+$879K
|
+13,922
|
+35%
|
|
|
4
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.65M
|
+$2.75M
|
+43,614
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.5M
|
+$39.5K
|
+626
|
+2%
|
|
|
6
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.83M
|
+$219K
|
+3,466
|
+13%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$1.5M
|
-$242K
|
-3,835
|
-13%
|
|
|
8
|
New Century Advisors
Chevy Chase,
Maryland
|
$1.33M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.09M
|
-$379K
|
-5,998
|
-25%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
-$55.9K
|
-885
|
-5%
|
|
|
11
|
Flow Traders U.S.
New York
|
$882K
|
-$2.67M
|
-42,329
|
-74%
|
|
|
12
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$573K
|
+$151K
|
+2,396
|
+34%
|
|
|
13
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$513K
|
-$788K
|
-12,475
|
-60%
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$406K
|
–
|
–
|
–
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$347K
|
+$39.2K
|
+620
|
+12%
|
|
|
16
|
|
$326K
|
–
|
–
|
–
|
|
|
17
|
Moors & Cabot
Boston,
Massachusetts
|
$243K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$212K
|
+$32.3K
|
+512
|
+17%
|
|
|
19
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$183K
|
+$10.7K
|
+170
|
+6%
|
|
|
20
|
Element Wealth
Ridgeland,
Mississippi
|
$82K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$74K
|
-$18.9K
|
-300
|
-20%
|
|
|
22
|
Urban Wealth Management
El Segundo,
California
|
$59K
|
+$61.6K
|
+975
|
New
|
|
|
23
|
Selective Wealth Management
Forest,
Virginia
|
$45K
|
+$20.1K
|
+319
|
+75%
|
|
|
24
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$43K
|
+$45.1K
|
+714
|
New
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$29K
|
–
|
–
|
–
|
|
