|
1
|
Nuveen
Charlotte,
North Carolina
|
$34.9M
|
+$582
|
+23
|
+0%
|
|
|
2
|
|
$1.82M
|
+$444K
|
+17,557
|
+32%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.21M
|
-$232K
|
-9,171
|
-16%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
+$20.2K
|
+798
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$142K
|
+5,626
|
+14%
|
|
|
6
|
UMB Bank
Kansas City,
Missouri
|
$754K
|
+$47K
|
+1,856
|
+7%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$448K
|
+$156K
|
+6,152
|
+52%
|
|
|
8
|
Harborview Advisors
Portland,
Maine
|
$381K
|
+$118K
|
+4,683
|
+44%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$210K
|
–
|
–
|
–
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$208K
|
-$103K
|
-4,058
|
-33%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$174K
|
+$9.79K
|
+387
|
+6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$76K
|
+$57.9K
|
+2,288
|
+305%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$63K
|
–
|
–
|
–
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$56K
|
+$8.83K
|
+349
|
+18%
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$56K
|
+$56.6K
|
+2,236
|
New
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$55K
|
–
|
–
|
–
|
|
|
17
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$51K
|
+$52K
|
+2,056
|
New
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$39K
|
+$2.4K
|
+95
|
+6%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$23K
|
+$23.1K
|
+915
|
New
|
|
|
20
|
WealthShield Partners
Cary,
North Carolina
|
$16K
|
+$16K
|
+632
|
New
|
|
|
21
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.34K
|
+$8.35K
|
+330
|
+6,600%
|
|
|
22
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$8K
|
+$4.53K
|
+179
|
+126%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
+$5.92K
|
+234
|
New
|
|
|
24
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$18K
|
-689
|
Closed
|
|
|
25
|
|
–
|
-$7K
|
-300
|
Closed
|
|
