|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$12.2M
|
+$1.36M
|
+54,696
|
+12%
|
|
|
2
|
Mirador Capital Partners
Pleasanton,
California
|
$3.04M
|
+$3.07M
|
+123,500
|
New
|
|
|
3
|
Bluefin Capital Management
New York
|
$2.22M
|
+$2.25M
|
+90,389
|
New
|
|
|
4
|
|
$2M
|
+$907K
|
+36,510
|
+81%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.65M
|
+$102K
|
+4,121
|
+7%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$792K
|
+$801K
|
+32,242
|
New
|
|
|
7
|
WrapManager Inc
Mill Valley,
California
|
$769K
|
+$575K
|
+23,165
|
+285%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$361K
|
+$27.2K
|
+1,095
|
+8%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$319K
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$302K
|
-$16.8K
|
-677
|
-5%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$272K
|
+$275K
|
+11,080
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$257K
|
+$260K
|
+10,475
|
New
|
|
|
13
|
|
$196K
|
+$21.6K
|
+870
|
+12%
|
|
|
14
|
Anchor Investment Management
Columbia,
South Carolina
|
$195K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$176K
|
-$15.3K
|
-614
|
-8%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$173K
|
-$42.4K
|
-1,706
|
-19%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$164K
|
-$1.21M
|
-48,535
|
-88%
|
|
|
18
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$48K
|
+$48.9K
|
+1,970
|
New
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$44K
|
+$44.7K
|
+1,800
|
New
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$33K
|
+$33.9K
|
+1,365
|
New
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$16K
|
+$16K
|
+643
|
New
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$11.9K
|
+$12K
|
+485
|
New
|
|
|
23
|
Financial Advisory Group
Houston,
Texas
|
–
|
-$495K
|
-24,405
|
Closed
|
|
|
24
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
–
|
-$231K
|
-9,315
|
Closed
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$201K
|
-8,077
|
Closed
|
|
