|
1
|
Nuveen
Charlotte,
North Carolina
|
$33.6M
|
+$2.61K
|
+103
|
+0%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.96M
|
+$2.99M
|
+117,723
|
+159%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.58M
|
+$437K
|
+17,210
|
+14%
|
|
|
4
|
UMB Bank
Kansas City,
Missouri
|
$2.72M
|
+$97.3K
|
+3,835
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.47M
|
+$204K
|
+8,044
|
+16%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$986K
|
-$40.1K
|
-1,581
|
-4%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$707K
|
+$12.7K
|
+499
|
+2%
|
|
|
8
|
First Allied Advisory Services
San Diego,
California
|
$550K
|
-$301K
|
-11,869
|
-36%
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$494K
|
+$157K
|
+6,184
|
+48%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$487K
|
+$17.3K
|
+683
|
+4%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$395K
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$348K
|
+$117K
|
+4,613
|
+52%
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$201K
|
+$142K
|
+5,594
|
+257%
|
|
|
14
|
Advisornet Financial
Minnetonka,
Minnesota
|
$178K
|
+$175K
|
+6,904
|
New
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$160K
|
-$9.59K
|
-378
|
-6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$160K
|
-$8.3K
|
-327
|
-5%
|
|
|
17
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$156K
|
+$153K
|
+6,028
|
New
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$142K
|
+$18.1K
|
+712
|
+15%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$64K
|
+$3.2K
|
+126
|
+5%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$46K
|
+$45K
|
+1,775
|
New
|
|
|
21
|
WealthShield Partners
Cary,
North Carolina
|
$43K
|
+$42.1K
|
+1,660
|
New
|
|
|
22
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$26K
|
–
|
–
|
–
|
|
|
23
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$23K
|
+$12.4K
|
+487
|
+124%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
-$203
|
-8
|
-3%
|
|
|
25
|
|
–
|
-$384K
|
-14,941
|
Closed
|
|
