|
1
|
LPL Financial
San Diego,
California
|
$13M
|
+$921K
|
+13,998
|
+8%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.2M
|
+$4.07M
|
+61,863
|
+58%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.15M
|
+$54.5K
|
+828
|
+0.8%
|
|
|
4
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.35M
|
+$304K
|
+4,616
|
+8%
|
|
|
5
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.4M
|
-$52K
|
-790
|
-2%
|
|
|
6
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.23M
|
–
|
–
|
–
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$970K
|
-$719K
|
-10,930
|
-43%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$869K
|
-$229K
|
-3,481
|
-21%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$663K
|
-$1.16M
|
-17,686
|
-64%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$574K
|
+$6.91K
|
+105
|
+1%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$466K
|
-$921
|
-14
|
-0.2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$141K
|
-$5.26K
|
-80
|
-4%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$31.7K
|
+$31.4K
|
+477
|
New
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$31.7K
|
–
|
–
|
–
|
|
|
15
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$31.7K
|
–
|
–
|
–
|
|
|
16
|
|
$26.6K
|
-$1.58K
|
-24
|
-6%
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.85K
|
+$66
|
+1
|
+2%
|
|
|
18
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$800
|
+$789
|
+12
|
New
|
|
|
19
|
|
–
|
-$3.65M
|
-56,717
|
Closed
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$965K
|
-14,836
|
Closed
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$8.04K
|
-125
|
Closed
|
|
