|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$76.2M
|
+$3.96M
|
+79,104
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.3M
|
+$3.72M
|
+74,182
|
+5%
|
|
|
3
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.2M
|
-$1.92M
|
-38,276
|
-9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$2.9M
|
+57,918
|
+30%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.19M
|
+$2.96M
|
+58,976
|
+92%
|
|
|
6
|
Hollencrest Capital Management
Newport Beach,
California
|
$5.5M
|
+$5.49M
|
+109,570
|
New
|
|
|
7
|
Rand Wealth
Baltimore,
Maryland
|
$4.88M
|
+$4.87M
|
+97,222
|
New
|
|
|
8
|
|
$4.39M
|
+$2.83M
|
+56,448
|
+182%
|
|
|
9
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$3.39M
|
+$3.38M
|
+67,496
|
New
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.29M
|
-$60.6K
|
-1,210
|
-2%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.14M
|
-$13.8K
|
-276
|
-0.4%
|
|
|
12
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.08M
|
+$310K
|
+6,176
|
+11%
|
|
|
13
|
National Rural Electric Cooperative Association
Arlington,
Virginia
|
$2.97M
|
–
|
–
|
–
|
|
|
14
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$2.89M
|
–
|
–
|
–
|
|
|
15
|
|
$2.84M
|
-$170K
|
-3,384
|
-6%
|
|
|
16
|
Wealthquest
Cincinnati,
Ohio
|
$2.73M
|
+$2.72M
|
+54,350
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.51M
|
+$396K
|
+7,900
|
+19%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.97M
|
+$41.8K
|
+834
|
+2%
|
|
|
19
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.82M
|
-$224K
|
-4,468
|
-11%
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.23M
|
+$835K
|
+16,654
|
+214%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$1.05M
|
-$37.3K
|
-744
|
-3%
|
|
|
22
|
|
$988K
|
+$83.7K
|
+1,670
|
+9%
|
|
|
23
|
Homrich & Berg
Atlanta,
Georgia
|
$895K
|
-$79.4K
|
-1,584
|
-8%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$789K
|
+$72K
|
+1,436
|
+10%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$623K
|
-$6.2M
|
-123,736
|
-91%
|
|
