|
1
|
Mirador Capital Partners
Pleasanton,
California
|
$76.8M
|
+$19.8M
|
+877,779
|
+35%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$37.3M
|
+$7.89M
|
+349,604
|
+27%
|
|
|
3
|
|
$26.5M
|
+$26.3M
|
+1,164,614
|
New
|
|
|
4
|
|
$21.6M
|
-$1.3M
|
-57,689
|
-6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.8M
|
+$752K
|
+33,347
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
+$724K
|
+32,110
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$16.1M
|
+$4.66M
|
+206,788
|
+41%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$14.9M
|
+$4.75M
|
+210,549
|
+47%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$14.3M
|
+$8.22M
|
+364,282
|
+138%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$13.5M
|
+$1.52M
|
+67,195
|
+13%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.7M
|
+$943K
|
+41,813
|
+10%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.2M
|
-$1.62M
|
-71,739
|
-14%
|
|
|
13
|
Collective Family Office
York,
Pennsylvania
|
$10.2M
|
+$521K
|
+23,095
|
+5%
|
|
|
14
|
Ironwood Financial
Tucson,
Arizona
|
$10.1M
|
-$1.26M
|
-56,020
|
-11%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9.9M
|
+$316K
|
+14,026
|
+3%
|
|
|
16
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$9.82M
|
+$1.99M
|
+88,307
|
+26%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.28M
|
-$4.87M
|
-215,796
|
-35%
|
|
|
18
|
Intrua Financial
Houston,
Texas
|
$9.09M
|
-$459K
|
-20,333
|
-5%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.5M
|
+$143K
|
+6,334
|
+2%
|
|
|
20
|
Kaye Capital Management
El Segundo,
California
|
$7.86M
|
-$9.34K
|
-414
|
-0.1%
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
$7.17M
|
+$108K
|
+4,790
|
+2%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$7.16M
|
+$1.05M
|
+46,738
|
+17%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.05M
|
+$1.1M
|
+48,735
|
+19%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
$6.43M
|
+$85.3K
|
+3,780
|
+1%
|
|
|
25
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$6.07M
|
-$68.1K
|
-3,021
|
-1%
|
|
