|
1
|
|
$41.1M
|
+$40.9M
|
+1,829,211
|
New
|
|
|
2
|
|
$23.3M
|
+$2.37M
|
+105,695
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$18.3M
|
+$2.46M
|
+109,992
|
+16%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$183K
|
+8,184
|
+1%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.7M
|
-$36.4K
|
-1,625
|
-0.2%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.7M
|
+$7.33M
|
+327,654
|
+116%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$13.5M
|
-$206K
|
-9,200
|
-2%
|
|
|
8
|
IMA Advisory Services
Denver,
Colorado
|
$12.5M
|
+$426K
|
+19,021
|
+4%
|
|
|
9
|
Mirador Capital Partners
Pleasanton,
California
|
$11.8M
|
+$7.48M
|
+334,068
|
+174%
|
|
|
10
|
Ironwood Financial
Tucson,
Arizona
|
$10.4M
|
+$1.51M
|
+67,395
|
+17%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$9.98M
|
+$5.59M
|
+249,914
|
+129%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$9.88M
|
+$766K
|
+34,208
|
+8%
|
|
|
13
|
Intrua Financial
Houston,
Texas
|
$9.71M
|
+$2.41M
|
+107,490
|
+33%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.63M
|
+$3.48M
|
+155,273
|
+68%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$8.15M
|
-$6.6M
|
-294,930
|
-45%
|
|
|
16
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$7.54M
|
+$272K
|
+12,146
|
+4%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.04M
|
+$1.15M
|
+51,301
|
+20%
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$6.85M
|
+$946K
|
+42,248
|
+16%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.77M
|
+$281K
|
+12,559
|
+4%
|
|
|
20
|
SFE Investment Counsel
Los Angeles,
California
|
$6.37M
|
-$123K
|
-5,515
|
-2%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$6.27M
|
+$938K
|
+41,901
|
+18%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.16M
|
-$335K
|
-14,959
|
-5%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$5.29M
|
+$4.99M
|
+222,785
|
+1,732%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.01M
|
+$2.02M
|
+90,170
|
+68%
|
|
|
25
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$4.96M
|
-$3.27K
|
-146
|
-0.1%
|
|
