|
1
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.41M
|
+$15K
|
+1,603
|
+1%
|
|
|
2
|
|
$765K
|
+$751K
|
+80,472
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$357K
|
-$17K
|
-1,824
|
-5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$333K
|
+$69K
|
+7,387
|
+27%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$278K
|
-$4.75K
|
-509
|
-2%
|
|
|
6
|
IHT Wealth Management
Chicago,
Illinois
|
$273K
|
-$18.7K
|
-2,000
|
-7%
|
|
|
7
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$189K
|
+$49.7K
|
+5,323
|
+37%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$124K
|
+$122K
|
+13,049
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$111K
|
+$109K
|
+11,659
|
New
|
|
|
11
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$110K
|
+$1.24K
|
+133
|
+1%
|
|
|
12
|
Visionary Horizons
Knoxville,
Tennessee
|
$105K
|
–
|
–
|
–
|
|
|
13
|
PFG Advisors
Phoenix,
Arizona
|
$102K
|
–
|
–
|
–
|
|
|
14
|
City Holding Co
Charleston,
West Virginia
|
$76K
|
+$51.3K
|
+5,500
|
+220%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$40K
|
+$39.3K
|
+4,205
|
New
|
|
|
16
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$9.25K
|
–
|
–
|
–
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.75K
|
–
|
–
|
–
|
|
|
18
|
Grove Bank & Trust
Miami,
Florida
|
$2.25K
|
–
|
–
|
–
|
|
|
19
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$1.13K
|
–
|
–
|
–
|
|
|
20
|
Huntington National Bank
Columbus,
Ohio
|
$10
|
–
|
–
|
–
|
|
|
21
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
–
|
-$147K
|
-15,200
|
Closed
|
|
|
22
|
Pekin Hardy Strauss
Chicago,
Illinois
|
–
|
-$145K
|
-15,000
|
Closed
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$110K
|
-11,362
|
Closed
|
|
