|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$49.2M
|
-$2.53M
|
-41,357
|
-5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.3M
|
-$2.29M
|
-37,428
|
-5%
|
|
|
3
|
Peak Financial Management
Wellesley,
Massachusetts
|
$13.7M
|
+$315K
|
+5,149
|
+2%
|
|
|
4
|
Cardan Capital Partners
Denver,
Colorado
|
$6.52M
|
+$3.12M
|
+51,025
|
+93%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.9M
|
+$1.11M
|
+18,080
|
+62%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.15M
|
+$134K
|
+2,193
|
+7%
|
|
|
7
|
Virtu KCG Holdings
New York
|
$1.77M
|
-$536K
|
-8,769
|
-23%
|
|
|
8
|
|
$1.31M
|
-$226K
|
-3,697
|
-15%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.02M
|
+$550K
|
+9,001
|
+118%
|
|
|
10
|
|
$864K
|
+$48.6K
|
+795
|
+6%
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$703K
|
+$698K
|
+11,416
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$402K
|
+$67.7K
|
+1,108
|
+20%
|
|
|
13
|
Fifth Third Securities
Cincinnati,
Ohio
|
$340K
|
+$338K
|
+5,535
|
New
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$262K
|
+$257K
|
+4,202
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$252K
|
+$12.3K
|
+202
|
+5%
|
|
|
16
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$226K
|
+$224K
|
+3,670
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$64K
|
+$10.1K
|
+165
|
+19%
|
|
|
18
|
|
$22K
|
–
|
–
|
–
|
|
|
19
|
|
$10K
|
+$1.47K
|
+24
|
+18%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
+$5.75K
|
+94
|
+134%
|
|
|
21
|
WFG Advisors
Dallas,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$6K
|
-$24K
|
-393
|
-80%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$4K
|
-$550
|
-9
|
-12%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$4K
|
+$3.85K
|
+63
|
New
|
|
|
25
|
|
–
|
-$3.41M
|
-56,172
|
Closed
|
|
