|
1
|
Mirador Capital Partners
Pleasanton,
California
|
$32M
|
+$20.1M
|
+899,320
|
+171%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$32M
|
+$23.8M
|
+1,061,132
|
+292%
|
|
|
3
|
|
$22.5M
|
-$800K
|
-35,749
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
+$498K
|
+22,222
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.6M
|
-$313K
|
-13,998
|
-2%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14M
|
+$252K
|
+11,251
|
+2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$12.6M
|
-$920K
|
-41,102
|
-7%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.1M
|
-$3.58M
|
-159,809
|
-23%
|
|
|
9
|
Ironwood Financial
Tucson,
Arizona
|
$11.1M
|
+$701K
|
+31,304
|
+7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$11M
|
+$1.12M
|
+50,027
|
+11%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.94M
|
+$2.88M
|
+128,635
|
+41%
|
|
|
12
|
Intrua Financial
Houston,
Texas
|
$9.79M
|
+$17.7K
|
+792
|
+0.2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$9.63M
|
-$359K
|
-16,051
|
-4%
|
|
|
14
|
Collective Family Office
York,
Pennsylvania
|
$9.17M
|
+$4.94M
|
+220,485
|
+118%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.87M
|
+$227K
|
+10,121
|
+3%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$8.54M
|
+$1.67M
|
+74,531
|
+24%
|
|
|
17
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$8.14M
|
+$587K
|
+26,199
|
+8%
|
|
|
18
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.89M
|
+$113K
|
+5,049
|
+2%
|
|
|
19
|
SFE Investment Counsel
Los Angeles,
California
|
$6.36M
|
-$58.8K
|
-2,624
|
-0.9%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.08M
|
-$87.4K
|
-3,904
|
-1%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$6.01M
|
+$715K
|
+31,952
|
+14%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$5.56M
|
+$1M
|
+44,710
|
+22%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.29M
|
+$269K
|
+12,036
|
+5%
|
|
|
24
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$5.17M
|
+$201K
|
+8,972
|
+4%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$5.13M
|
+$1.06M
|
+47,409
|
+26%
|
|
