|
1
|
Mirador Capital Partners
Pleasanton,
California
|
$56.3M
|
+$24.3M
|
+1,079,305
|
+76%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$29.1M
|
-$2.97M
|
-131,732
|
-9%
|
|
|
3
|
|
$22.7M
|
+$191K
|
+8,482
|
+0.8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
-$948K
|
-42,090
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
+$1.21M
|
+53,794
|
+7%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14M
|
+$71.2K
|
+3,164
|
+0.5%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$11.9M
|
-$753K
|
-33,450
|
-6%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.7M
|
-$426K
|
-18,932
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.3M
|
+$319K
|
+14,152
|
+3%
|
|
|
10
|
Ironwood Financial
Tucson,
Arizona
|
$11.3M
|
+$122K
|
+5,438
|
+1%
|
|
|
11
|
Cetera Advisors
Denver,
Colorado
|
$9.98M
|
+$1.44M
|
+64,106
|
+17%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.65M
|
-$291K
|
-12,937
|
-3%
|
|
|
13
|
Collective Family Office
York,
Pennsylvania
|
$9.54M
|
+$370K
|
+16,417
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$9.48M
|
-$143K
|
-6,331
|
-1%
|
|
|
15
|
Intrua Financial
Houston,
Texas
|
$9.45M
|
-$337K
|
-14,951
|
-3%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.27M
|
-$605K
|
-26,854
|
-7%
|
|
|
17
|
Kaye Capital Management
El Segundo,
California
|
$7.81M
|
+$7.82M
|
+347,523
|
New
|
|
|
18
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$7.74M
|
-$404K
|
-17,922
|
-5%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.98M
|
+$93.1K
|
+4,136
|
+1%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$6.28M
|
+$716K
|
+31,797
|
+13%
|
|
|
21
|
SFE Investment Counsel
Los Angeles,
California
|
$6.15M
|
-$211K
|
-9,363
|
-3%
|
|
|
22
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$6.07M
|
+$6.08M
|
+270,123
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$6.03M
|
+$907K
|
+40,305
|
+18%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$5.95M
|
-$64.8K
|
-2,880
|
-1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.88M
|
+$589K
|
+26,154
|
+11%
|
|
