|
1
|
LPL Financial
San Diego,
California
|
$5.7M
|
+$74.1K
|
+1,193
|
+1%
|
|
|
2
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.58M
|
-$115K
|
-1,853
|
-4%
|
|
|
3
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.37M
|
+$23.7K
|
+381
|
+1%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.3M
|
-$255K
|
-4,114
|
-10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.6M
|
+$490K
|
+7,892
|
+46%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$1.54M
|
+$48.7K
|
+784
|
+3%
|
|
|
7
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.18M
|
-$2.97M
|
-47,870
|
-72%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$952K
|
-$93K
|
-1,498
|
-9%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$582K
|
+$566K
|
+9,113
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$536K
|
-$29.6K
|
-477
|
-5%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$459K
|
-$56K
|
-901
|
-11%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$345K
|
-$7.02K
|
-113
|
-2%
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$262K
|
+$27.6K
|
+445
|
+12%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$155K
|
-$19.9K
|
-321
|
-12%
|
|
|
15
|
|
$37.7K
|
+$62
|
+1
|
+0.2%
|
|
|
16
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$30.4K
|
–
|
–
|
–
|
|
|
17
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$30.4K
|
–
|
–
|
–
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.55K
|
+$62
|
+1
|
+2%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$1.92K
|
+$1.86K
|
+30
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$64
|
+$62
|
+1
|
New
|
|
|
21
|
|
–
|
-$3.77M
|
-61,192
|
Closed
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$462K
|
-7,396
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
-$18.7K
|
-303
|
Closed
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
–
|
-$16.1K
|
-262
|
Closed
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
–
|
-$10.1K
|
-164
|
Closed
|
|
