|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$62.3M
|
+$2.57M
|
+51,218
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.8M
|
+$2.68M
|
+53,294
|
+5%
|
|
|
3
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.8M
|
+$9.32M
|
+185,450
|
+82%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.02M
|
+$1.15M
|
+22,962
|
+17%
|
|
|
5
|
|
$4.23M
|
-$143K
|
-2,848
|
-3%
|
|
|
6
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.3M
|
+$1M
|
+19,940
|
+44%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.17M
|
-$2.51K
|
-50
|
-0.1%
|
|
|
8
|
National Rural Electric Cooperative Association
Arlington,
Virginia
|
$2.99M
|
–
|
–
|
–
|
|
|
9
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$2.85M
|
-$35.2K
|
-700
|
-1%
|
|
|
10
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.79M
|
-$36.6K
|
-728
|
-1%
|
|
|
11
|
Homrich & Berg
Atlanta,
Georgia
|
$2.56M
|
-$1.31M
|
-26,132
|
-34%
|
|
|
12
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.7M
|
+$270K
|
+5,380
|
+19%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.25M
|
+$468K
|
+9,314
|
+60%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$711K
|
+$358K
|
+7,124
|
+102%
|
|
|
15
|
|
$708K
|
+$705K
|
+14,040
|
New
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$630K
|
+$299K
|
+5,958
|
+91%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$614K
|
+$337K
|
+6,710
|
+123%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$587K
|
+$464K
|
+9,230
|
+383%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$520K
|
+$121K
|
+2,406
|
+30%
|
|
|
20
|
Cobiz Wealth
Denver,
Colorado
|
$505K
|
-$274K
|
-5,458
|
-35%
|
|
|
21
|
|
$488K
|
+$486K
|
+9,668
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$429K
|
+$83K
|
+1,652
|
+24%
|
|
|
23
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$386K
|
+$88.5K
|
+1,762
|
+24%
|
|
|
24
|
Menlo Advisors
Menlo Park,
California
|
$252K
|
–
|
–
|
–
|
|
|
25
|
Iconiq Capital
San Francisco,
California
|
$250K
|
+$249K
|
+4,950
|
New
|
|
