|
1
|
Nuveen
Charlotte,
North Carolina
|
$29.9M
|
–
|
–
|
–
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.39M
|
+$4.76M
|
+196,305
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.75M
|
+$656K
|
+27,094
|
+28%
|
|
|
4
|
UMB Bank
Kansas City,
Missouri
|
$2.26M
|
+$1.82M
|
+75,304
|
+296%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.89M
|
+$1.77M
|
+73,088
|
+654%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.02M
|
+$371K
|
+15,294
|
+51%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$673K
|
+$132K
|
+5,434
|
+22%
|
|
|
8
|
|
$653K
|
+$161K
|
+6,650
|
+30%
|
|
|
9
|
IFG Advisory
Atlanta,
Georgia
|
$603K
|
+$1.07K
|
+44
|
+0.2%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$512K
|
-$18.1K
|
-747
|
-3%
|
|
|
11
|
Brio Consultants
San Francisco,
California
|
$403K
|
+$436K
|
+18,015
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$343K
|
+$22.8K
|
+943
|
+7%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$155K
|
+$168K
|
+6,917
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$137K
|
–
|
–
|
–
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$120K
|
+$102K
|
+4,200
|
+361%
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$76K
|
+$82.3K
|
+3,395
|
New
|
|
|
17
|
CX Institutional
Auburn,
Indiana
|
$28K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$23K
|
-$38.6K
|
-1,592
|
-61%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
-$15.8K
|
-654
|
-72%
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$434K
|
-16,500
|
Closed
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$18K
|
-680
|
Closed
|
|
