|
1
|
Mirador Capital Partners
Pleasanton,
California
|
$39.7M
|
-$8.72M
|
-370,438
|
-18%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$28.5M
|
-$23.2M
|
-987,547
|
-45%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.6M
|
-$165K
|
-7,021
|
-0.8%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$18.3M
|
-$1.41M
|
-60,007
|
-7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
-$1.79M
|
-76,045
|
-9%
|
|
|
6
|
|
$14.7M
|
-$1.81M
|
-76,709
|
-11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$356K
|
+15,121
|
+3%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$11.4M
|
-$196K
|
-8,344
|
-2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.04M
|
-$3.75M
|
-159,406
|
-29%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$8.33M
|
-$1.93M
|
-81,875
|
-19%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$7.6M
|
+$812K
|
+34,508
|
+12%
|
|
|
12
|
Ironwood Financial
Tucson,
Arizona
|
$7.22M
|
-$2.6M
|
-110,517
|
-26%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$6.61M
|
+$150K
|
+6,382
|
+2%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.48M
|
-$34.8K
|
-1,477
|
-0.5%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$6.29M
|
+$957K
|
+40,658
|
+18%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$5.3M
|
-$84.6K
|
-3,595
|
-2%
|
|
|
17
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$5.18M
|
+$218K
|
+9,265
|
+4%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.88M
|
-$1.88M
|
-80,036
|
-28%
|
|
|
19
|
Denver PWM
Denver,
Colorado
|
$4.86M
|
+$168K
|
+7,136
|
+4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.85M
|
+$268K
|
+11,372
|
+6%
|
|
|
21
|
Gill Capital Partners
Denver,
Colorado
|
$4.76M
|
-$1.4M
|
-59,395
|
-23%
|
|
|
22
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$4.73M
|
+$38K
|
+1,614
|
+0.8%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$4.45M
|
+$4.46M
|
+189,476
|
New
|
|
|
24
|
Oder Investment Management
Woodland Hills,
California
|
$4.23M
|
+$4.24M
|
+180,035
|
New
|
|
|
25
|
Atria Wealth Solutions
New York
|
$4.13M
|
+$306K
|
+12,991
|
+8%
|
|
