|
1
|
LPL Financial
San Diego,
California
|
$14.2M
|
-$652K
|
-9,802
|
-4%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.4M
|
+$2.35M
|
+35,273
|
+26%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
+$924K
|
+13,898
|
+10%
|
|
|
4
|
Occidental Asset Management
Burlingame,
California
|
$8.62M
|
+$8.56M
|
+128,712
|
New
|
|
|
5
|
Anderson Financial Strategies
Dayton,
Ohio
|
$3.71M
|
+$199K
|
+2,997
|
+6%
|
|
|
6
|
|
$2.23M
|
+$2.21M
|
+33,293
|
New
|
|
|
7
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.87M
|
-$159K
|
-2,387
|
-8%
|
|
|
8
|
Flow Traders U.S.
New York
|
$1.82M
|
-$541K
|
-8,141
|
-23%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1.76M
|
+$60.4K
|
+908
|
+4%
|
|
|
10
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.3M
|
+$23K
|
+346
|
+2%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$1.15M
|
+$159K
|
+2,384
|
+16%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$774K
|
–
|
–
|
–
|
|
|
13
|
VestGen Advisors
Inverness,
Illinois
|
$722K
|
+$35.8K
|
+538
|
+5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$589K
|
-$3.26K
|
-49
|
-0.6%
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$547K
|
+$37.3K
|
+561
|
+7%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$436K
|
+$100K
|
+1,508
|
+30%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$308K
|
+$150K
|
+2,260
|
+96%
|
|
|
18
|
Fermata Advisors
Sonoma,
California
|
$246K
|
+$245K
|
+3,678
|
New
|
|
|
19
|
Rockefeller Capital Management
New York
|
$215K
|
+$214K
|
+3,218
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$113K
|
–
|
–
|
–
|
|
|
21
|
Frazier Financial Advisors
Columbus,
Ohio
|
$72.6K
|
+$55.4K
|
+833
|
+332%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$51.1K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$50.2K
|
+$49.9K
|
+750
|
New
|
|
|
24
|
Wealth Watch Advisors
Englewood,
Colorado
|
$38.1K
|
+$37.8K
|
+569
|
New
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$31.8K
|
–
|
–
|
–
|
|
