|
1
|
Mirador Capital Partners
Pleasanton,
California
|
$34.5M
|
-$5.16M
|
-219,325
|
-13%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$22M
|
+$346K
|
+14,728
|
+2%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$17.2M
|
-$1.12M
|
-47,506
|
-6%
|
|
|
4
|
|
$14.9M
|
+$12.2M
|
+519,292
|
+447%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13M
|
-$206K
|
-8,762
|
-2%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$11M
|
-$344K
|
-14,627
|
-3%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.96M
|
-$75.7K
|
-3,220
|
-0.8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.66M
|
-$8.65M
|
-367,750
|
-50%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$7.53M
|
-$62.1K
|
-2,639
|
-0.8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7.19M
|
-$1.14M
|
-48,373
|
-14%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$6.99M
|
+$705K
|
+29,974
|
+11%
|
|
|
12
|
|
$5.96M
|
-$8.72M
|
-370,692
|
-59%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.69M
|
+$844K
|
+35,885
|
+17%
|
|
|
14
|
Ironwood Financial
Tucson,
Arizona
|
$4.69M
|
-$2.53M
|
-107,697
|
-35%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$4.65M
|
+$730K
|
+31,030
|
+19%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.46M
|
-$420K
|
-17,858
|
-9%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$4.2M
|
-$254K
|
-10,813
|
-6%
|
|
|
18
|
Oder Investment Management
Woodland Hills,
California
|
$4.15M
|
-$78.8K
|
-3,349
|
-2%
|
|
|
19
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$4.02M
|
-$716K
|
-30,449
|
-15%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$3.87M
|
-$259K
|
-11,023
|
-6%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$3.82M
|
+$118K
|
+4,996
|
+3%
|
|
|
22
|
Blue Barn Wealth
Orem,
Utah
|
$3.59M
|
-$6.66K
|
-283
|
-0.2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.42M
|
-$568K
|
-24,165
|
-14%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.35M
|
-$102K
|
-4,350
|
-3%
|
|
|
25
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$3.29M
|
-$1.89M
|
-80,365
|
-37%
|
|
