|
1
|
Nuveen
Charlotte,
North Carolina
|
$24.2M
|
–
|
–
|
–
|
|
|
2
|
|
$2.61M
|
+$1.25M
|
+52,057
|
+94%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.56M
|
+$190K
|
+7,950
|
+8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.63M
|
+$325K
|
+13,590
|
+25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$911K
|
+$112K
|
+4,691
|
+14%
|
|
|
6
|
UMB Bank
Kansas City,
Missouri
|
$890K
|
–
|
–
|
–
|
|
|
7
|
C-J Advisory
San Jose,
California
|
$832K
|
+$136K
|
+5,669
|
+20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$703K
|
-$23K
|
-962
|
-3%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$425K
|
+$41.2K
|
+1,721
|
+11%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$416K
|
+$410K
|
+17,133
|
New
|
|
|
11
|
Arkos Global Advisors
Houston,
Texas
|
$368K
|
+$363K
|
+15,151
|
New
|
|
|
12
|
Retirement Capital Strategies
San Jose,
California
|
$358K
|
-$1.02M
|
-42,737
|
-74%
|
|
|
13
|
BB&T Securities
Richmond,
Virginia
|
$250K
|
-$13.6K
|
-570
|
-5%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$204K
|
+$202K
|
+8,421
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$202K
|
+$199K
|
+8,308
|
New
|
|
|
16
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$173K
|
+$99.6K
|
+4,162
|
+140%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$141K
|
+$132K
|
+5,527
|
+1,988%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$68K
|
–
|
–
|
–
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$37K
|
-$13.5K
|
-563
|
-27%
|
|
|
20
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$24K
|
+$23.9K
|
+998
|
New
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
22
|
WealthTrust Fairport
Cleveland,
Ohio
|
$15K
|
+$14.7K
|
+612
|
New
|
|
|
23
|
LifePlan Financial Group
Dayton,
Ohio
|
$15K
|
+$15.1K
|
+632
|
New
|
|
|
24
|
Main Management
San Francisco,
California
|
$13K
|
–
|
–
|
–
|
|
|
25
|
Litman Gregory Wealth Management
Larkspur,
California
|
$10K
|
+$9.94K
|
+415
|
New
|
|
