|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$15M
|
+$8.11M
|
+161,624
|
+117%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
+$8.01M
|
+159,664
|
+116%
|
|
|
3
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.9M
|
+$7.82M
|
+155,860
|
+256%
|
|
|
4
|
Homrich & Berg
Atlanta,
Georgia
|
$7.96M
|
+$7.99M
|
+159,144
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.7M
|
+$4.34M
|
+86,480
|
+315%
|
|
|
6
|
|
$3.95M
|
+$3.96M
|
+78,836
|
New
|
|
|
7
|
|
$3.79M
|
+$2.45M
|
+48,816
|
+182%
|
|
|
8
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$3.06M
|
-$201K
|
-4,010
|
-6%
|
|
|
9
|
National Rural Electric Cooperative Association
Arlington,
Virginia
|
$2.96M
|
+$2.97M
|
+59,242
|
New
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.1M
|
+$739K
|
+14,734
|
+54%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$945K
|
+$296K
|
+5,894
|
+45%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$804K
|
-$4.21K
|
-84
|
-0.5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$745K
|
+$284K
|
+5,654
|
+61%
|
|
|
14
|
Cobiz Wealth
Denver,
Colorado
|
$744K
|
+$25.8K
|
+514
|
+4%
|
|
|
15
|
Norris Perne & French
Grand Rapids,
Michigan
|
$443K
|
+$445K
|
+8,860
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$296K
|
-$596K
|
-11,870
|
-67%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$296K
|
+$17.5K
|
+348
|
+6%
|
|
|
18
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$290K
|
–
|
–
|
–
|
|
|
19
|
Credit Suisse
Zurich,
Switzerland
|
$290K
|
+$291K
|
+5,790
|
New
|
|
|
20
|
American International Group
New York
|
$159K
|
+$8.83K
|
+176
|
+6%
|
|
|
21
|
BlackRock Investment Management
Wilmington,
Delaware
|
$134K
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$95K
|
+$71.2K
|
+1,418
|
+298%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$60K
|
–
|
–
|
–
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$58K
|
+$58.2K
|
+1,160
|
New
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$57K
|
+$15.2K
|
+302
|
+36%
|
|
