|
1
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$339K
|
+5,263
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.84M
|
+$307K
|
+4,773
|
+5%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.82M
|
+$6.82M
|
+106,033
|
New
|
|
|
4
|
Good Life Advisors
Reading,
Pennsylvania
|
$3.9M
|
+$1.15M
|
+17,912
|
+42%
|
|
|
5
|
|
$3.65M
|
-$920K
|
-14,297
|
-20%
|
|
|
6
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.37M
|
-$132K
|
-2,056
|
-5%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.78M
|
-$161K
|
-2,496
|
-8%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$1.64M
|
+$72.7K
|
+1,130
|
+5%
|
|
|
9
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.19M
|
+$836
|
+13
|
+0.1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.06M
|
-$57.4K
|
-893
|
-5%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$965K
|
+$954K
|
+14,836
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$548K
|
+$2.96K
|
+46
|
+0.5%
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$451K
|
+$11.9K
|
+185
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$141K
|
-$965
|
-15
|
-0.7%
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$30.6K
|
–
|
–
|
–
|
|
|
16
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$30.6K
|
–
|
–
|
–
|
|
|
17
|
|
$27.2K
|
+$6.37K
|
+99
|
+31%
|
|
|
18
|
Gradient Investments
Arden Hills,
Minnesota
|
$8.04K
|
+$8.04K
|
+125
|
New
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.75K
|
+$64
|
+1
|
+2%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$350K
|
-5,417
|
Closed
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$248K
|
-3,840
|
Closed
|
|
