|
1
|
Mirador Capital Partners
Pleasanton,
California
|
$80.9M
|
+$4.05M
|
+178,531
|
+5%
|
|
|
2
|
|
$29M
|
+$7.32M
|
+322,376
|
+34%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18M
|
+$18M
|
+791,772
|
New
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$17.3M
|
+$2.43M
|
+106,841
|
+16%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$72.3K
|
+3,182
|
+0.4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$15M
|
-$3.81M
|
-167,931
|
-20%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
-$4.24M
|
-186,761
|
-23%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$13.2M
|
-$319K
|
-14,049
|
-2%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$11.4M
|
-$2.94M
|
-129,590
|
-21%
|
|
|
10
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$11M
|
+$10.4M
|
+459,877
|
+1,760%
|
|
|
11
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$10.5M
|
+$676K
|
+29,753
|
+7%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.5M
|
+$303K
|
+13,339
|
+3%
|
|
|
13
|
Collective Family Office
York,
Pennsylvania
|
$10.2M
|
-$15.9K
|
-702
|
-0.2%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.82M
|
+$542K
|
+23,860
|
+6%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.17M
|
+$670K
|
+29,480
|
+8%
|
|
|
16
|
Ironwood Financial
Tucson,
Arizona
|
$8.37M
|
-$1.74M
|
-76,398
|
-17%
|
|
|
17
|
Intrua Financial
Houston,
Texas
|
$7.77M
|
-$1.32M
|
-58,110
|
-15%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$7.49M
|
+$1.06M
|
+46,643
|
+16%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
$7.2M
|
+$32.5K
|
+1,429
|
+0.5%
|
|
|
20
|
Kaye Capital Management
El Segundo,
California
|
$6.3M
|
-$1.59M
|
-70,027
|
-20%
|
|
|
21
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$6.13M
|
+$55K
|
+2,422
|
+0.9%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.25M
|
-$90.5K
|
-3,983
|
-2%
|
|
|
23
|
Ocean Park Asset Management
Santa Monica,
California
|
$4.77M
|
–
|
–
|
–
|
|
|
24
|
Denver PWM
Denver,
Colorado
|
$4.71M
|
+$4.71M
|
+207,389
|
New
|
|
|
25
|
SFE Investment Counsel
Los Angeles,
California
|
$4.68M
|
-$670K
|
-29,518
|
-13%
|
|
