|
1
|
LPL Financial
San Diego,
California
|
$14M
|
+$715K
|
+10,939
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.85M
|
+$1.39M
|
+21,215
|
+19%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.36M
|
-$3.24M
|
-49,577
|
-28%
|
|
|
4
|
Good Life Advisors
Reading,
Pennsylvania
|
$5.76M
|
+$992K
|
+15,175
|
+21%
|
|
|
5
|
Anderson Financial Strategies
Dayton,
Ohio
|
$3.48M
|
-$225K
|
-3,446
|
-6%
|
|
|
6
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.09M
|
-$89.2K
|
-1,365
|
-4%
|
|
|
7
|
|
$1.88M
|
-$306K
|
-4,688
|
-14%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$1.48M
|
+$1.48M
|
+22,585
|
New
|
|
|
9
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.25M
|
–
|
–
|
–
|
|
|
10
|
Flow Traders U.S.
New York
|
$1.09M
|
+$1.09M
|
+16,667
|
New
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$848K
|
-$114K
|
-1,747
|
-12%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$756K
|
+$755K
|
+11,556
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$652K
|
-$22K
|
-337
|
-3%
|
|
|
14
|
VestGen Advisors
Inverness,
Illinois
|
$638K
|
+$637K
|
+9,751
|
New
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$480K
|
-$10.7K
|
-164
|
-2%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$328K
|
-$2.35K
|
-36
|
-0.7%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$300K
|
-$137K
|
-2,098
|
-31%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$136K
|
-$457
|
-7
|
-0.3%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$75.1K
|
+$44.6K
|
+683
|
+143%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$49.9K
|
–
|
–
|
–
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$31.1K
|
–
|
–
|
–
|
|
|
22
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$31.1K
|
–
|
–
|
–
|
|
|
23
|
Frazier Financial Advisors
Columbus,
Ohio
|
$16.4K
|
+$16.4K
|
+251
|
New
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.75K
|
–
|
–
|
–
|
|
|
25
|
|
$1.37K
|
-$6.6K
|
-101
|
-83%
|
|
