|
1
|
LPL Financial
San Diego,
California
|
$4.84M
|
+$1.15M
|
+18,480
|
+31%
|
|
|
2
|
Moody National Bank Trust Division
Galveston,
Texas
|
$4.14M
|
+$274K
|
+4,392
|
+7%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.97M
|
-$120K
|
-1,918
|
-4%
|
|
|
4
|
Flow Traders U.S.
New York
|
$2.94M
|
-$18.9K
|
-303
|
-0.6%
|
|
|
5
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.81M
|
-$108K
|
-1,736
|
-4%
|
|
|
6
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.16M
|
+$12.8K
|
+206
|
+0.6%
|
|
|
7
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.98M
|
+$617K
|
+9,896
|
+45%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$1.33M
|
+$142K
|
+2,282
|
+12%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
+$48.1K
|
+772
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
+$132K
|
+2,111
|
+15%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$525K
|
+$520K
|
+8,343
|
+6,674%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$519K
|
-$273K
|
-4,374
|
-34%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$335K
|
+$11K
|
+177
|
+3%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$222K
|
+$4.05K
|
+65
|
+2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$208K
|
-$3.62K
|
-58
|
-2%
|
|
|
16
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$201K
|
–
|
–
|
–
|
|
|
17
|
|
$36.7K
|
-$9.35K
|
-150
|
-20%
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$29.6K
|
–
|
–
|
–
|
|
|
19
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$29.6K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$26.5K
|
–
|
–
|
–
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$16.3K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$10.2K
|
–
|
–
|
–
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.37K
|
-$1.68K
|
-27
|
-33%
|
|
|
24
|
|
–
|
-$3.55M
|
-57,024
|
Closed
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$31.1K
|
-500
|
Closed
|
|
