|
1
|
Nuveen
Charlotte,
North Carolina
|
$35.1M
|
+$34.8M
|
+1,335,500
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.52M
|
+$117K
|
+4,481
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$793K
|
+$85.7K
|
+3,290
|
+12%
|
|
|
4
|
UMB Bank
Kansas City,
Missouri
|
$669K
|
+$157K
|
+6,022
|
+31%
|
|
|
5
|
IFG Advisory
Atlanta,
Georgia
|
$656K
|
+$676K
|
+25,938
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$648K
|
+$124K
|
+4,760
|
+24%
|
|
|
7
|
First Allied Advisory Services
San Diego,
California
|
$620K
|
-$87.6K
|
-3,361
|
-12%
|
|
|
8
|
|
$592K
|
-$1.45M
|
-55,488
|
-71%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$434K
|
–
|
–
|
–
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$377K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$294K
|
-$291K
|
-11,157
|
-50%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$161K
|
+$159K
|
+6,116
|
New
|
|
|
13
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$69K
|
+$41.5K
|
+1,592
|
+156%
|
|
|
14
|
|
$36K
|
+$35.3K
|
+1,356
|
New
|
|
|
15
|
CX Institutional
Auburn,
Indiana
|
$33K
|
+$17.2K
|
+659
|
+109%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32K
|
–
|
–
|
–
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$31K
|
+$30.3K
|
+1,163
|
New
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$24K
|
+$11.8K
|
+451
|
+100%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$18K
|
+$17.7K
|
+680
|
New
|
|
|
20
|
Teachers Advisors
New York
|
–
|
-$34.3M
|
-1,335,500
|
Closed
|
|
