|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$59.3M
|
+$44.3M
|
+883,810
|
+294%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.7M
|
+$43.8M
|
+874,164
|
+294%
|
|
|
3
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.3M
|
+$482K
|
+9,606
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.81M
|
+$1.1M
|
+21,960
|
+19%
|
|
|
5
|
|
$4.34M
|
+$551K
|
+10,980
|
+15%
|
|
|
6
|
Homrich & Berg
Atlanta,
Georgia
|
$3.85M
|
-$4.13M
|
-82,290
|
-52%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.15M
|
+$3.15M
|
+62,880
|
New
|
|
|
8
|
National Rural Electric Cooperative Association
Arlington,
Virginia
|
$2.97M
|
–
|
–
|
–
|
|
|
9
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$2.86M
|
-$201K
|
-4,010
|
-7%
|
|
|
10
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.81M
|
+$2.81M
|
+56,064
|
New
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.28M
|
+$185K
|
+3,688
|
+9%
|
|
|
12
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.41M
|
+$1.42M
|
+28,226
|
New
|
|
|
13
|
|
$1.41M
|
-$2.55M
|
-50,752
|
-64%
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$803K
|
-$1.91K
|
-38
|
-0.2%
|
|
|
15
|
Cobiz Wealth
Denver,
Colorado
|
$775K
|
+$30.5K
|
+608
|
+4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$772K
|
-$173K
|
-3,458
|
-18%
|
|
|
17
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$427K
|
+$428K
|
+8,530
|
New
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$401K
|
+$401K
|
+8,000
|
New
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$396K
|
+$396K
|
+7,896
|
New
|
|
|
20
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$367K
|
+$367K
|
+7,324
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$349K
|
+$52.4K
|
+1,044
|
+18%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$344K
|
-$401K
|
-7,998
|
-54%
|
|
|
23
|
Norris Perne & French
Grand Rapids,
Michigan
|
$336K
|
-$108K
|
-2,150
|
-24%
|
|
|
24
|
Vicus Capital
State College,
Pennsylvania
|
$336K
|
+$40.1K
|
+800
|
+14%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$327K
|
+$270K
|
+5,388
|
+474%
|
|
