|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
-$341K
|
-13,913
|
-3%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$12M
|
-$416K
|
-16,962
|
-3%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.98M
|
+$2.94M
|
+120,039
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.3M
|
+$98K
|
+3,995
|
+4%
|
|
|
5
|
Cetera Advisors
Denver,
Colorado
|
$2.25M
|
+$381K
|
+15,520
|
+21%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.17M
|
+$48.1K
|
+1,962
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.43M
|
+$127K
|
+5,172
|
+10%
|
|
|
8
|
|
$1.31M
|
+$994K
|
+40,540
|
+332%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.28M
|
+$65.6K
|
+2,673
|
+5%
|
|
|
10
|
|
$1.28M
|
-$5.11M
|
-208,161
|
-80%
|
|
|
11
|
WrapManager Inc
Mill Valley,
California
|
$1.18M
|
+$12.4K
|
+507
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$923K
|
+$151K
|
+6,176
|
+20%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$819K
|
+$263K
|
+10,710
|
+48%
|
|
|
14
|
Ironwood Financial
Tucson,
Arizona
|
$789K
|
+$428K
|
+17,442
|
+121%
|
|
|
15
|
Mirador Capital Partners
Pleasanton,
California
|
$509K
|
+$504K
|
+20,541
|
New
|
|
|
16
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$500K
|
+$102K
|
+4,145
|
+26%
|
|
|
17
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$497K
|
+$492K
|
+20,055
|
New
|
|
|
18
|
SFE Investment Counsel
Los Angeles,
California
|
$414K
|
-$15K
|
-613
|
-4%
|
|
|
19
|
Meridian Wealth Advisors
Austin,
Texas
|
$360K
|
+$356K
|
+14,500
|
New
|
|
|
20
|
Segment Wealth Management
Houston,
Texas
|
$288K
|
+$284K
|
+11,595
|
New
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$240K
|
+$237K
|
+9,663
|
New
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$219K
|
+$760
|
+31
|
+0.4%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$210K
|
+$208K
|
+8,481
|
New
|
|
|
24
|
Anchor Investment Management
Columbia,
South Carolina
|
$201K
|
–
|
–
|
–
|
|
|
25
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$189K
|
+$187K
|
+7,630
|
New
|
|
