|
1
|
Moody National Bank Trust Division
Galveston,
Texas
|
$3.86M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.68M
|
+$424K
|
+6,768
|
+13%
|
|
|
3
|
|
$3.55M
|
-$400K
|
-6,379
|
-10%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.09M
|
+$26.1K
|
+417
|
+0.8%
|
|
|
5
|
Flow Traders U.S.
New York
|
$2.95M
|
+$12.3K
|
+196
|
+0.4%
|
|
|
6
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.91M
|
-$30K
|
-479
|
-1%
|
|
|
7
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.15M
|
+$82.5K
|
+1,317
|
+4%
|
|
|
8
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.36M
|
+$556K
|
+8,872
|
+68%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$1.19M
|
+$24.9K
|
+398
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11M
|
-$183K
|
-2,923
|
-14%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$884K
|
+$258K
|
+4,111
|
+41%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$791K
|
+$40.7K
|
+650
|
+5%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$323K
|
-$32.4K
|
-517
|
-9%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$217K
|
+$11.9K
|
+190
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$211K
|
+$1.06K
|
+17
|
+0.5%
|
|
|
16
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$200K
|
+$201K
|
+3,215
|
New
|
|
|
17
|
|
$46K
|
-$88.6K
|
-1,414
|
-66%
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
$31.1K
|
–
|
–
|
–
|
|
|
19
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$29.6K
|
–
|
–
|
–
|
|
|
20
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$29.6K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$26.5K
|
–
|
–
|
–
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$16.3K
|
–
|
–
|
–
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$11.4K
|
+$9.27K
|
+148
|
+925%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.79K
|
–
|
–
|
–
|
|
|
25
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.04K
|
–
|
–
|
–
|
|
