|
1
|
|
$20.6M
|
-$3.28M
|
-148,389
|
-14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$13.4M
|
+604,483
|
+428%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
-$2.84M
|
-128,461
|
-15%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.5M
|
-$743K
|
-33,594
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
-$1.47M
|
-66,325
|
-9%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$13.5M
|
+$13.2M
|
+596,420
|
+3,835%
|
|
|
7
|
IMA Advisory Services
Denver,
Colorado
|
$11.9M
|
+$2.93M
|
+132,735
|
+33%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$11M
|
+$25.4K
|
+1,151
|
+0.2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8.98M
|
+$1.42M
|
+64,359
|
+19%
|
|
|
10
|
Ironwood Financial
Tucson,
Arizona
|
$8.77M
|
-$808K
|
-36,531
|
-8%
|
|
|
11
|
Intrua Financial
Houston,
Texas
|
$7.35M
|
+$4.11M
|
+185,906
|
+132%
|
|
|
12
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$7.16M
|
+$2.97M
|
+134,481
|
+71%
|
|
|
13
|
SFE Investment Counsel
Los Angeles,
California
|
$6.54M
|
-$2.94M
|
-132,865
|
-31%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.4M
|
+$9.35K
|
+423
|
+0.1%
|
|
|
15
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.39M
|
+$560K
|
+25,327
|
+10%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.24M
|
-$444K
|
-20,064
|
-7%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$5.82M
|
+$2.13M
|
+96,501
|
+58%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.8M
|
-$1.01M
|
-45,716
|
-15%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$5.25M
|
+$4.86M
|
+219,728
|
+1,256%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.07M
|
+$814K
|
+36,819
|
+19%
|
|
|
21
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$4.89M
|
+$724K
|
+32,769
|
+17%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$4.3M
|
+$1M
|
+45,342
|
+30%
|
|
|
23
|
Mirador Capital Partners
Pleasanton,
California
|
$4.24M
|
+$811K
|
+36,676
|
+24%
|
|
|
24
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$3.98M
|
+$3.98M
|
+180,105
|
New
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$3.96M
|
+$217K
|
+9,799
|
+6%
|
|
