|
1
|
UBS Group
Zurich,
Switzerland
|
$33.4M
|
+$510K
|
+21,465
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$29.2M
|
-$6.98M
|
-293,680
|
-19%
|
|
|
3
|
Mirador Capital Partners
Pleasanton,
California
|
$23.6M
|
+$3.91M
|
+164,531
|
+19%
|
|
|
4
|
|
$18.8M
|
-$2.03M
|
-85,516
|
-9%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16.9M
|
+$13.6M
|
+573,440
|
+350%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
+$1.01M
|
+42,615
|
+7%
|
|
|
7
|
IMA Advisory Services
Denver,
Colorado
|
$13.2M
|
-$680K
|
-28,613
|
-5%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$12.7M
|
+$740K
|
+31,113
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.4M
|
+$868K
|
+36,522
|
+8%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$10.8M
|
-$17.2M
|
-725,212
|
-61%
|
|
|
11
|
Atwood & Palmer
Kansas City,
Missouri
|
$9.92M
|
-$117K
|
-4,916
|
-1%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.26M
|
-$1.89M
|
-79,386
|
-16%
|
|
|
13
|
Ironwood Financial
Tucson,
Arizona
|
$8.71M
|
+$200K
|
+8,407
|
+2%
|
|
|
14
|
SFE Investment Counsel
Los Angeles,
California
|
$8.27M
|
+$30.6K
|
+1,287
|
+0.4%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$7.85M
|
-$3.59M
|
-150,832
|
-31%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$7.71M
|
-$18.1K
|
-760
|
-0.2%
|
|
|
17
|
Gill Capital Partners
Denver,
Colorado
|
$7.33M
|
–
|
–
|
–
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.59M
|
+$264K
|
+11,101
|
+4%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.23M
|
+$983K
|
+41,350
|
+18%
|
|
|
20
|
|
$5.52M
|
-$17.5M
|
-736,014
|
-75%
|
|
|
21
|
Denver PWM
Denver,
Colorado
|
$5.07M
|
-$145K
|
-6,091
|
-3%
|
|
|
22
|
Collective Family Office
York,
Pennsylvania
|
$5.01M
|
+$1.81M
|
+75,943
|
+53%
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$4.92M
|
-$102K
|
-4,290
|
-2%
|
|
|
24
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$4.88M
|
+$4.64M
|
+195,312
|
+1,111%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.66M
|
+$776K
|
+32,644
|
+19%
|
|
