|
1
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$2.63M
|
-$44K
|
-1,998
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.8M
|
+$114K
|
+5,191
|
+7%
|
|
|
3
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.12M
|
+$996K
|
+45,241
|
New
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$940K
|
+$505K
|
+22,953
|
+130%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$645K
|
+$4.73K
|
+215
|
+0.8%
|
|
|
6
|
|
$362K
|
+$345K
|
+15,678
|
New
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$302K
|
-$35.3K
|
-1,602
|
-11%
|
|
|
8
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$237K
|
-$2.82K
|
-128
|
-1%
|
|
|
9
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$178K
|
+$4.4K
|
+200
|
+3%
|
|
|
10
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$152K
|
+$10.9K
|
+493
|
+8%
|
|
|
11
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$73.6K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$47.6K
|
-$9.02K
|
-410
|
-17%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$43K
|
+$132
|
+6
|
+0.3%
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$39.4K
|
–
|
–
|
–
|
|
|
15
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$12.3K
|
+$11.7K
|
+530
|
New
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$580
|
+$56.9K
|
+2,587
|
+12%
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$531K
|
-26,047
|
Closed
|
|
|
18
|
Aspire Wealth Management
Waltham,
Massachusetts
|
–
|
-$42K
|
-2,067
|
Closed
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$7K
|
-350
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$418
|
-19
|
Closed
|
|
