|
1
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$5.58M
|
+86,966
|
+98%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.57M
|
+$5.56M
|
+86,671
|
+582%
|
|
|
3
|
|
$4.59M
|
+$4.56M
|
+71,014
|
New
|
|
|
4
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.76M
|
+$357K
|
+5,569
|
+15%
|
|
|
5
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.51M
|
-$96.3K
|
-1,501
|
-4%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.95M
|
-$375K
|
-5,838
|
-16%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$1.57M
|
+$12.9K
|
+201
|
+0.8%
|
|
|
8
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.19M
|
-$5.13K
|
-80
|
-0.4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
-$487K
|
-7,588
|
-30%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$547K
|
+$4.81K
|
+75
|
+0.9%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$441K
|
+$174K
|
+2,715
|
+66%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$350K
|
-$114K
|
-1,773
|
-25%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$248K
|
+$246K
|
+3,840
|
New
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$244K
|
-$104K
|
-1,618
|
-30%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$143K
|
-$13.5K
|
-211
|
-9%
|
|
|
16
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$30.7K
|
–
|
–
|
–
|
|
|
17
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$30.7K
|
–
|
–
|
–
|
|
|
18
|
|
$20.9K
|
-$17.1K
|
-267
|
-45%
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.58K
|
–
|
–
|
–
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$582K
|
-9,113
|
Closed
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$1.92K
|
-30
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$64
|
-1
|
Closed
|
|
