|
1
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$7.09M
|
-$202K
|
-5,066
|
-3%
|
|
|
2
|
McGrath & Associates
Asheville,
North Carolina
|
$3.27M
|
+$688K
|
+17,226
|
+28%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.54M
|
+$2.47M
|
+61,821
|
New
|
|
|
4
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$2.49M
|
+$6.55M
|
+164,082
|
+415%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
-$994K
|
-24,891
|
-42%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
+$1.09M
|
+27,385
|
New
|
|
|
7
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.01M
|
+$151K
|
+3,777
|
+18%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$998K
|
+$970K
|
+24,300
|
New
|
|
|
9
|
Worth Asset Management
Dallas,
Texas
|
$910K
|
+$5.11K
|
+128
|
+0.6%
|
|
|
10
|
Fermata Advisors
Sonoma,
California
|
$753K
|
+$389K
|
+9,747
|
+113%
|
|
|
11
|
SFG Wealth Management
Towson,
Maryland
|
$740K
|
+$720K
|
+18,024
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$684K
|
+$11.1K
|
+277
|
+2%
|
|
|
13
|
M Wealth Management LLC
San Diego,
California
|
$610K
|
+$226K
|
+5,650
|
+61%
|
|
|
14
|
Brown Advisory
Baltimore,
Maryland
|
$506K
|
+$492K
|
+12,330
|
New
|
|
|
15
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$211K
|
+$205K
|
+5,131
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$87.6K
|
+$81.2K
|
+2,035
|
+2,035%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$81.1K
|
-$52.5K
|
-1,315
|
-40%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$10.1K
|
+$9.86K
|
+247
|
New
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$411
|
+$399
|
+10
|
New
|
|
|
20
|
|
$64
|
–
|
–
|
–
|
|
|
21
|
XY Planning Network
Bozeman,
Montana
|
–
|
-$430K
|
-11,587
|
Closed
|
|
|
22
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$90K
|
-2,452
|
Closed
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$4.67K
|
-126
|
Closed
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$37
|
-1
|
Closed
|
|
