|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$58M
|
+$2.23M
|
+84,557
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.3M
|
+$1.54M
|
+58,579
|
+3%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$24.1M
|
+$1.7M
|
+64,574
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.6M
|
-$881K
|
-33,416
|
-4%
|
|
|
5
|
Capital Advantage
Walnut Creek,
California
|
$21.5M
|
+$21M
|
+797,774
|
+3,723%
|
|
|
6
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$21M
|
+$120K
|
+4,558
|
+0.6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
+$61.8K
|
+2,345
|
+0.3%
|
|
|
8
|
|
$19.8M
|
-$57.9K
|
-2,197
|
-0.3%
|
|
|
9
|
GM Advisory Group
Melville,
New York
|
$16.4M
|
-$706K
|
-26,766
|
-4%
|
|
|
10
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$16.4M
|
+$1.99M
|
+75,305
|
+14%
|
|
|
11
|
WBI Investments
Red Bank,
New Jersey
|
$15M
|
+$5.95M
|
+225,429
|
+65%
|
|
|
12
|
Synovus Financial
Columbus,
Georgia
|
$14.9M
|
+$344K
|
+13,036
|
+2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$2.91M
|
+110,402
|
+25%
|
|
|
14
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$13.9M
|
+$519K
|
+19,667
|
+4%
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$7.84M
|
-$3.35M
|
-127,161
|
-30%
|
|
|
16
|
American International Group
New York
|
$6.83M
|
+$4.73M
|
+179,202
|
+223%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$6.55M
|
+$701K
|
+26,594
|
+12%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$6.07M
|
+$544K
|
+20,623
|
+10%
|
|
|
19
|
Summit Asset Management
Memphis,
Tennessee
|
$5.83M
|
+$130K
|
+4,924
|
+2%
|
|
|
20
|
Ironwood Financial
Tucson,
Arizona
|
$5.11M
|
+$216K
|
+8,183
|
+4%
|
|
|
21
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$3.82M
|
+$1.16M
|
+44,144
|
+44%
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$3.25M
|
-$519K
|
-19,670
|
-14%
|
|
|
23
|
Prospera Financial Services
Dallas,
Texas
|
$3.23M
|
+$71.4K
|
+2,709
|
+2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.98M
|
+$311K
|
+11,804
|
+12%
|
|
|
25
|
Courier Capital
Buffalo,
New York
|
$2.91M
|
+$53.3K
|
+2,021
|
+2%
|
|
