|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$12.4M
|
+$96.3K
|
+3,884
|
+0.8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
+$12.1M
|
+487,666
|
New
|
|
|
3
|
|
$4.02M
|
+$1.98M
|
+79,939
|
+98%
|
|
|
4
|
Mirador Capital Partners
Pleasanton,
California
|
$3.19M
|
+$120K
|
+4,853
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.17M
|
+$494K
|
+19,920
|
+30%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$1.08M
|
+$278K
|
+11,200
|
+35%
|
|
|
7
|
WrapManager Inc
Mill Valley,
California
|
$912K
|
+$133K
|
+5,346
|
+17%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$837K
|
+$834K
|
+33,637
|
New
|
|
|
9
|
Bluefin Capital Management
New York
|
$788K
|
-$1.46M
|
-58,724
|
-65%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$365K
|
–
|
–
|
–
|
|
|
11
|
Ironwood Financial
Tucson,
Arizona
|
$357K
|
+$356K
|
+14,339
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$350K
|
+$89K
|
+3,587
|
+34%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$300K
|
-$18.4K
|
-742
|
-6%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$277K
|
–
|
–
|
–
|
|
|
15
|
Segment Wealth Management
Houston,
Texas
|
$277K
|
+$276K
|
+11,122
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$253K
|
+$87.1K
|
+3,513
|
+53%
|
|
|
17
|
|
$215K
|
+$17.1K
|
+689
|
+9%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$211K
|
+$32.2K
|
+1,300
|
+18%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$204K
|
+$203K
|
+8,190
|
New
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$201K
|
+$200K
|
+8,075
|
New
|
|
|
21
|
Anchor Investment Management
Columbia,
South Carolina
|
$198K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$156K
|
-$149K
|
-6,013
|
-49%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$53K
|
+$52.9K
|
+2,133
|
New
|
|
|
24
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$49K
|
–
|
–
|
–
|
|
|
25
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$45K
|
–
|
–
|
–
|
|
