|
1
|
UBS Group
Zurich,
Switzerland
|
$58.6M
|
+$16.6M
|
+724,635
|
+40%
|
|
|
2
|
Mirador Capital Partners
Pleasanton,
California
|
$34.4M
|
+$9.83M
|
+428,240
|
+40%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$29.6M
|
+$3.74M
|
+163,000
|
+14%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.9M
|
+$3.06M
|
+133,123
|
+12%
|
|
|
5
|
|
$25.3M
|
+$1.95M
|
+84,878
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$25M
|
+$1.16M
|
+50,662
|
+5%
|
|
|
7
|
Sterling Financial Group
Pasadena,
California
|
$18M
|
+$161K
|
+7,031
|
+0.9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
+$2.39M
|
+104,285
|
+15%
|
|
|
9
|
Ocean Park Asset Management
Santa Monica,
California
|
$15.8M
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.1M
|
+$2.29M
|
+99,576
|
+21%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$1.38M
|
+60,206
|
+12%
|
|
|
12
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$12.4M
|
+$11.5M
|
+499,330
|
+1,242%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
-$2.04M
|
-88,894
|
-15%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.2M
|
+$1.78M
|
+77,483
|
+19%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$10.2M
|
+$8.31M
|
+361,853
|
+439%
|
|
|
16
|
Ironwood Financial
Tucson,
Arizona
|
$9.55M
|
+$273K
|
+11,882
|
+3%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$9.04M
|
+$126K
|
+5,471
|
+1%
|
|
|
18
|
Collective Family Office
York,
Pennsylvania
|
$8.9M
|
+$4.99M
|
+217,348
|
+127%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.87M
|
-$911K
|
-39,664
|
-9%
|
|
|
20
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$8.42M
|
+$8.44M
|
+367,700
|
New
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$7.83M
|
+$6M
|
+261,235
|
+324%
|
|
|
22
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$7.82M
|
-$6.6M
|
-287,329
|
-46%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$7.47M
|
+$1.23M
|
+53,421
|
+20%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
$7.02M
|
+$498K
|
+21,703
|
+8%
|
|
|
25
|
Intrua Financial
Houston,
Texas
|
$6.38M
|
-$997K
|
-43,418
|
-13%
|
|
