|
1
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$11.6M
|
-$574K
|
-12,015
|
-5%
|
|
|
2
|
WT Wealth Management
Scottsdale,
Arizona
|
$9.12M
|
+$1.67M
|
+34,864
|
+22%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.22M
|
-$1.42M
|
-29,801
|
-19%
|
|
|
4
|
|
$4.92M
|
+$249K
|
+5,208
|
+5%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$2.34M
|
-$1.38M
|
-28,934
|
-37%
|
|
|
6
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$2.27M
|
+$625K
|
+13,087
|
+38%
|
|
|
7
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.04M
|
-$1.19M
|
-24,912
|
-37%
|
|
|
8
|
Global Retirement Partners
San Rafael,
California
|
$1.26M
|
+$175K
|
+3,661
|
+16%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.04M
|
+$1.04M
|
+21,834
|
New
|
|
|
10
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.03M
|
-$182K
|
-3,798
|
-15%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$772K
|
+$774K
|
+16,186
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$623K
|
-$30.2K
|
-632
|
-5%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$504K
|
+$143K
|
+2,984
|
+39%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$451K
|
+$172K
|
+3,605
|
+62%
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$383K
|
+$12.7K
|
+266
|
+3%
|
|
|
16
|
Bank of New York Mellon
New York
|
$202K
|
+$1.82K
|
+38
|
+0.9%
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$60.7K
|
+$60.8K
|
+1,272
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$32.8K
|
-$860
|
-18
|
-3%
|
|
|
19
|
|
$12.5K
|
-$15.8K
|
-331
|
-56%
|
|
|
20
|
Covestor
London,
United Kingdom
|
$2K
|
-$765
|
-16
|
-26%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$382
|
+$382
|
+8
|
New
|
|
|
22
|
|
$58
|
–
|
–
|
–
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$668K
|
-13,933
|
Closed
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$387K
|
-8,066
|
Closed
|
|
|
25
|
Team Financial Group
Temecula,
California
|
–
|
-$168K
|
-3,502
|
Closed
|
|
