|
1
|
Mirador Capital Partners
Pleasanton,
California
|
$64.7M
|
+$29.9M
|
+1,298,167
|
+86%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$46M
|
-$13.1M
|
-567,891
|
-22%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$37.7M
|
+$7.78M
|
+337,745
|
+26%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.5M
|
+$1.36M
|
+59,200
|
+5%
|
|
|
5
|
|
$25.2M
|
-$245K
|
-10,637
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$24.1M
|
-$1.09M
|
-47,450
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
+$1.29M
|
+55,850
|
+7%
|
|
|
8
|
Sterling Financial Group
Pasadena,
California
|
$18.2M
|
+$64K
|
+2,776
|
+0.4%
|
|
|
9
|
Delta Investment Management
San Francisco,
California
|
$17.4M
|
+$12.2M
|
+529,590
|
+238%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.7M
|
+$1.48M
|
+64,014
|
+11%
|
|
|
11
|
Collective Family Office
York,
Pennsylvania
|
$14.4M
|
+$5.38M
|
+233,254
|
+60%
|
|
|
12
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$12.9M
|
+$452K
|
+19,596
|
+4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
-$1.49M
|
-64,842
|
-11%
|
|
|
14
|
Ironwood Financial
Tucson,
Arizona
|
$10.5M
|
+$890K
|
+38,615
|
+9%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.53M
|
+$579K
|
+25,109
|
+6%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$9.32M
|
+$1.41M
|
+61,249
|
+18%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$8.86M
|
-$260K
|
-11,270
|
-3%
|
|
|
18
|
Verity Asset Management
Durham,
North Carolina
|
$8.77M
|
+$3.55M
|
+153,959
|
+68%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$8.66M
|
+$1.12M
|
+48,580
|
+15%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$7.91M
|
+$821K
|
+35,614
|
+12%
|
|
|
21
|
IHT Wealth Management
Chicago,
Illinois
|
$7.51M
|
+$3.35M
|
+145,398
|
+81%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.16M
|
-$4.49M
|
-194,943
|
-39%
|
|
|
23
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$6.4M
|
-$1.48M
|
-64,126
|
-19%
|
|
|
24
|
Stablepoint Partners
Braintree,
Massachusetts
|
$6.33M
|
+$461K
|
+20,017
|
+8%
|
|
|
25
|
Intrua Financial
Houston,
Texas
|
$6.21M
|
-$229K
|
-9,937
|
-4%
|
|
