|
1
|
LPL Financial
San Diego,
California
|
$15.1M
|
+$997K
|
+14,893
|
+7%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.9M
|
+$654K
|
+9,773
|
+6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$446K
|
+6,670
|
+4%
|
|
|
4
|
Occidental Asset Management
Burlingame,
California
|
$9.21M
|
+$663K
|
+9,903
|
+8%
|
|
|
5
|
Anderson Financial Strategies
Dayton,
Ohio
|
$3.89M
|
+$177K
|
+2,652
|
+5%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$1.86M
|
+$119K
|
+1,777
|
+7%
|
|
|
7
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.62M
|
-$243K
|
-3,626
|
-13%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$1.33M
|
+$186K
|
+2,775
|
+16%
|
|
|
9
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.31M
|
+$19.6K
|
+293
|
+2%
|
|
|
10
|
|
$1.26M
|
-$964K
|
-14,398
|
-43%
|
|
|
11
|
Flow Traders U.S.
New York
|
$1.09M
|
-$723K
|
-10,805
|
-40%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$762K
|
+$552K
|
+8,246
|
+256%
|
|
|
13
|
VestGen Advisors
Inverness,
Illinois
|
$711K
|
-$5.76K
|
-86
|
-0.8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$557K
|
-$28K
|
-418
|
-5%
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$525K
|
-$18.1K
|
-270
|
-3%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$519K
|
-$250K
|
-3,742
|
-32%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$440K
|
+$135K
|
+2,019
|
+44%
|
|
|
18
|
ATX Financial Planning
Austin,
Texas
|
$339K
|
+$341K
|
+5,101
|
New
|
|
|
19
|
Fermata Advisors
Sonoma,
California
|
$251K
|
+$6.76K
|
+101
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$110K
|
-$1.67K
|
-25
|
-1%
|
|
|
21
|
Frazier Financial Advisors
Columbus,
Ohio
|
$72.1K
|
–
|
–
|
–
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$50.7K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$49.9K
|
–
|
–
|
–
|
|
|
24
|
Wealth Watch Advisors
Englewood,
Colorado
|
$37.8K
|
–
|
–
|
–
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$31.6K
|
–
|
–
|
–
|
|
