|
1
|
Nuveen
Charlotte,
North Carolina
|
$11.5M
|
-$6.17M
|
-247,514
|
-35%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.15M
|
+$1.02M
|
+41,126
|
+50%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.6M
|
-$134K
|
-5,377
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.63M
|
+$768K
|
+30,821
|
+92%
|
|
|
5
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.27M
|
+$362K
|
+14,524
|
+41%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.18M
|
+$34.6K
|
+1,388
|
+3%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$1.07M
|
+$389K
|
+15,610
|
+59%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.04M
|
+$19.5K
|
+784
|
+2%
|
|
|
9
|
C-J Advisory
San Jose,
California
|
$943K
|
+$54.2K
|
+2,174
|
+6%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$912K
|
+$114K
|
+4,571
|
+15%
|
|
|
11
|
UMB Bank
Kansas City,
Missouri
|
$835K
|
+$4.74K
|
+190
|
+0.6%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$688K
|
+$676K
|
+27,118
|
New
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$680K
|
+$14.5K
|
+583
|
+2%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$499K
|
+$6.68K
|
+268
|
+1%
|
|
|
15
|
Litman Gregory Wealth Management
Larkspur,
California
|
$481K
|
+$462K
|
+18,541
|
+4,468%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$462K
|
+$454K
|
+18,199
|
New
|
|
|
17
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$401K
|
+$395K
|
+15,868
|
New
|
|
|
18
|
Canal Capital Management
Richmond,
Virginia
|
$265K
|
+$261K
|
+10,455
|
New
|
|
|
19
|
Arkos Global Advisors
Houston,
Texas
|
$216K
|
-$198K
|
-7,937
|
-48%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$132K
|
+$4.11K
|
+165
|
+3%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$71K
|
–
|
–
|
–
|
|
|
22
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$28K
|
+$27.7K
|
+1,110
|
New
|
|
|
23
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$25K
|
–
|
–
|
–
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$23K
|
–
|
–
|
–
|
|
|
25
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$20K
|
–
|
–
|
–
|
|
