|
1
|
UBS Group
Zurich,
Switzerland
|
$22.1M
|
+$887K
|
+35,331
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$20.5M
|
+$7.54M
|
+300,466
|
+58%
|
|
|
3
|
|
$12.4M
|
+$3.49M
|
+139,021
|
+39%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12M
|
+$5.4M
|
+215,028
|
+82%
|
|
|
5
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.5M
|
+$11.5M
|
+457,843
|
New
|
|
|
6
|
Ironwood Financial
Tucson,
Arizona
|
$9.02M
|
+$214K
|
+8,536
|
+2%
|
|
|
7
|
Atwood & Palmer
Kansas City,
Missouri
|
$8.2M
|
+$138K
|
+5,494
|
+2%
|
|
|
8
|
SFE Investment Counsel
Los Angeles,
California
|
$7.11M
|
+$561K
|
+22,332
|
+9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.3M
|
+$979K
|
+39,003
|
+18%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.4M
|
+$228K
|
+9,090
|
+5%
|
|
|
11
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$4.39M
|
+$415K
|
+16,514
|
+10%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.25M
|
+$282K
|
+11,228
|
+7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.15M
|
+$1.02M
|
+40,595
|
+32%
|
|
|
14
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$4.12M
|
+$821K
|
+32,701
|
+25%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$3.49M
|
+$718K
|
+28,607
|
+26%
|
|
|
16
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.33M
|
+$784K
|
+31,244
|
+31%
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.79M
|
-$339K
|
-13,510
|
-11%
|
|
|
18
|
Mirador Capital Partners
Pleasanton,
California
|
$2.71M
|
+$128K
|
+5,101
|
+5%
|
|
|
19
|
Paradiem
Covington,
Louisiana
|
$2.69M
|
+$20.5K
|
+816
|
+0.8%
|
|
|
20
|
Oder Investment Management
Woodland Hills,
California
|
$2.67M
|
+$241K
|
+9,616
|
+10%
|
|
|
21
|
Kessler Investment Group
Columbus,
Indiana
|
$2.63M
|
+$14.5K
|
+578
|
+0.6%
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
$2.63M
|
+$156K
|
+6,232
|
+6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.22M
|
+$12.5K
|
+497
|
+0.6%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$2.1M
|
+$2.11M
|
+84,004
|
New
|
|
|
25
|
Banta Asset Management
Newport Beach,
California
|
$2.1M
|
–
|
–
|
–
|
|
