|
1
|
Nuveen
Charlotte,
North Carolina
|
$33.5M
|
+$29.6K
|
+1,188
|
+0.1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.12M
|
+$241K
|
+9,673
|
+9%
|
|
|
3
|
UMB Bank
Kansas City,
Missouri
|
$2.62M
|
+$200K
|
+8,011
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.91M
|
+$433K
|
+17,377
|
+31%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.26M
|
+$328K
|
+13,169
|
+37%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.03M
|
+$538K
|
+21,603
|
+119%
|
|
|
7
|
First Allied Advisory Services
San Diego,
California
|
$853K
|
+$53.5K
|
+2,145
|
+7%
|
|
|
8
|
Brio Consultants
San Francisco,
California
|
$691K
|
+$15.3K
|
+612
|
+2%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$467K
|
+$233K
|
+9,353
|
+106%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$392K
|
–
|
–
|
–
|
|
|
11
|
|
$384K
|
+$89.2K
|
+3,580
|
+32%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$333K
|
+$29.8K
|
+1,194
|
+10%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$228K
|
+$221K
|
+8,860
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$170K
|
+$548
|
+22
|
+0.3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$168K
|
+$132K
|
+5,285
|
+423%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$124K
|
-$30.3K
|
-1,214
|
-20%
|
|
|
17
|
CX Institutional
Auburn,
Indiana
|
$60K
|
+$26.7K
|
+1,072
|
+85%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$56K
|
-$3.91K
|
-157
|
-7%
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$26K
|
–
|
–
|
–
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$10K
|
+$9.77K
|
+392
|
New
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
–
|
–
|
–
|
|
|
22
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$1.51M
|
-56,192
|
Closed
|
|
|
23
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$504K
|
-20,821
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$380K
|
-15,695
|
Closed
|
|
|
25
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$40K
|
-1,660
|
Closed
|
|
