|
1
|
LPL Financial
San Diego,
California
|
$5.41M
|
+$647K
|
+10,387
|
+13%
|
|
|
2
|
Moody National Bank Trust Division
Galveston,
Texas
|
$4.09M
|
-$187
|
-3
|
-0%
|
|
|
3
|
|
$3.77M
|
+$3.81M
|
+61,192
|
New
|
|
|
4
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.6M
|
-$175K
|
-2,815
|
-6%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.47M
|
-$471K
|
-7,569
|
-16%
|
|
|
6
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.26M
|
+$130K
|
+2,082
|
+6%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$1.44M
|
+$126K
|
+2,031
|
+10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
-$88.6K
|
-1,423
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
+$5.67K
|
+91
|
+0.6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$545K
|
+$24.3K
|
+391
|
+5%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$498K
|
-$14.3K
|
-230
|
-3%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$462K
|
+$461K
|
+7,396
|
New
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$339K
|
+$8.84K
|
+142
|
+3%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$225K
|
+$6.54K
|
+105
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$169K
|
-$36.4K
|
-584
|
-18%
|
|
|
16
|
|
$36.3K
|
–
|
–
|
–
|
|
|
17
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$29.2K
|
–
|
–
|
–
|
|
|
18
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$29.2K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$18.7K
|
-$7.6K
|
-122
|
-29%
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$16.1K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$10.1K
|
–
|
–
|
–
|
|
|
22
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.36K
|
+$62
|
+1
|
+2%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$677
|
+$685
|
+11
|
New
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$2.94M
|
-47,062
|
Closed
|
|
|
25
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
–
|
-$1.98M
|
-31,732
|
Closed
|
|
