|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$12.8M
|
+$105K
|
+4,301
|
+0.8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
+$115K
|
+4,675
|
+0.9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.94M
|
+$679K
|
+27,691
|
+55%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.93M
|
+$1.57M
|
+63,867
|
+468%
|
|
|
5
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.31M
|
+$1.07M
|
+43,495
|
+480%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$1.31M
|
-$26.5K
|
-1,081
|
-2%
|
|
|
7
|
WrapManager Inc
Mill Valley,
California
|
$1.18M
|
+$328K
|
+13,378
|
+40%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.04M
|
+$499K
|
+20,330
|
+96%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$795K
|
+$782K
|
+31,874
|
New
|
|
|
10
|
Bank of New York Mellon
New York
|
$783K
|
+$769K
|
+31,379
|
New
|
|
|
11
|
Bluefin Capital Management
New York
|
$741K
|
+$53.6K
|
+2,186
|
+8%
|
|
|
12
|
|
$684K
|
+$350K
|
+14,291
|
+109%
|
|
|
13
|
Ironwood Financial
Tucson,
Arizona
|
$608K
|
+$138K
|
+5,645
|
+30%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$603K
|
+$176K
|
+7,178
|
+42%
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$555K
|
+$545K
|
+22,235
|
New
|
|
|
16
|
Segment Wealth Management
Houston,
Texas
|
$542K
|
+$217K
|
+8,862
|
+69%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$456K
|
+$26.5K
|
+1,080
|
+6%
|
|
|
18
|
SFE Investment Counsel
Los Angeles,
California
|
$432K
|
+$425K
|
+17,324
|
New
|
|
|
19
|
|
$374K
|
-$1.74M
|
-70,935
|
-83%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$353K
|
+$123K
|
+5,012
|
+55%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$350K
|
+$23.4K
|
+956
|
+7%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$332K
|
+$73.5K
|
+2,997
|
+29%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$329K
|
–
|
–
|
–
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$232K
|
+$228K
|
+9,292
|
New
|
|
|
25
|
Mirador Capital Partners
Pleasanton,
California
|
$228K
|
-$2.93M
|
-119,564
|
-93%
|
|
