|
1
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$541K
|
+8,213
|
+4%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.5M
|
+$622K
|
+9,440
|
+6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.41M
|
+$459K
|
+6,965
|
+6%
|
|
|
4
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.73M
|
+$503K
|
+7,639
|
+12%
|
|
|
5
|
Anderson Financial Strategies
Dayton,
Ohio
|
$3.68M
|
+$3.73M
|
+56,658
|
New
|
|
|
6
|
|
$2.17M
|
+$2.21M
|
+33,490
|
New
|
|
|
7
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.17M
|
-$174K
|
-2,650
|
-7%
|
|
|
8
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.24M
|
+$39.3K
|
+597
|
+3%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$955K
|
+$10.1K
|
+153
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$669K
|
-$179K
|
-2,718
|
-21%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$487K
|
+$33.9K
|
+515
|
+7%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$434K
|
-$215K
|
-3,269
|
-33%
|
|
|
13
|
Leo Wealth LLC
Hurst,
Texas
|
$329K
|
+$334K
|
+5,070
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$328K
|
+$333K
|
+5,058
|
New
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$200K
|
+$203K
|
+3,088
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135K
|
-$2.37K
|
-36
|
-2%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$49.5K
|
+$50.2K
|
+763
|
New
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$31K
|
–
|
–
|
–
|
|
|
19
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$30.8K
|
–
|
–
|
–
|
|
|
20
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$30.8K
|
–
|
–
|
–
|
|
|
21
|
|
$7.93K
|
-$18.2K
|
-276
|
-69%
|
|
|
22
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.67K
|
-$66
|
-1
|
-2%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.66K
|
+$2.7K
|
+41
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.84K
|
-$565K
|
-8,580
|
-100%
|
|
|
25
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$779
|
–
|
–
|
–
|
|
