|
1
|
Nuveen
Charlotte,
North Carolina
|
$17.4M
|
-$7.28M
|
-297,700
|
-30%
|
|
|
2
|
|
$3.35M
|
+$665K
|
+27,212
|
+25%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.68M
|
+$56.4K
|
+2,306
|
+2%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.06M
|
+$1.82M
|
+74,544
|
+897%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
-$535K
|
-21,874
|
-33%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$999K
|
+$65.1K
|
+2,664
|
+7%
|
|
|
7
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$874K
|
+$865K
|
+35,389
|
New
|
|
|
8
|
C-J Advisory
San Jose,
California
|
$864K
|
+$16.4K
|
+669
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$828K
|
+$107K
|
+4,381
|
+15%
|
|
|
10
|
UMB Bank
Kansas City,
Missouri
|
$811K
|
-$98.4K
|
-4,027
|
-11%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$778K
|
+$347K
|
+14,207
|
+83%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$662K
|
+$445K
|
+18,222
|
+216%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$653K
|
+$642K
|
+26,276
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$482K
|
+$46.3K
|
+1,896
|
+11%
|
|
|
15
|
Arkos Global Advisors
Houston,
Texas
|
$408K
|
+$31.4K
|
+1,284
|
+8%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$125K
|
-$18.6K
|
-759
|
-13%
|
|
|
17
|
WealthShield Partners
Cary,
North Carolina
|
$124K
|
+$122K
|
+4,976
|
New
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$70K
|
–
|
–
|
–
|
|
|
19
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$25K
|
–
|
–
|
–
|
|
|
20
|
WealthTrust Fairport
Cleveland,
Ohio
|
$23K
|
+$7.8K
|
+319
|
+52%
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$22K
|
+$22K
|
+900
|
New
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$20K
|
-$17.6K
|
-722
|
-48%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
24
|
LifePlan Financial Group
Dayton,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
25
|
Main Management
San Francisco,
California
|
$13K
|
–
|
–
|
–
|
|
