|
1
|
Nuveen
Charlotte,
North Carolina
|
$6.44M
|
-$6.33M
|
-193,850
|
-49%
|
|
|
2
|
Tower Research Capital (TRC)
New York
|
$1.45M
|
+$1.47M
|
+44,902
|
New
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.36M
|
+$1.38M
|
+42,238
|
New
|
|
|
4
|
|
$1.28M
|
+$1.3M
|
+39,755
|
New
|
|
|
5
|
3EDGE Asset Management
Naples,
Florida
|
$1.12M
|
+$1.13M
|
+34,663
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$692K
|
+$298K
|
+9,127
|
+74%
|
|
|
7
|
|
$674K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$523K
|
+$530K
|
+16,225
|
New
|
|
|
9
|
Wealth Architects
Mountain View,
California
|
$298K
|
+$85.2K
|
+2,607
|
+39%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$94.8K
|
-$96.7K
|
-2,959
|
-50%
|
|
|
11
|
Addison Advisors
Middlebury,
Vermont
|
$90.2K
|
–
|
–
|
–
|
|
|
12
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$85.3K
|
+$65
|
+2
|
+0.1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$56K
|
+$5.91K
|
+181
|
+12%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$15.1K
|
–
|
–
|
–
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$773
|
+$784
|
+24
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$482K
|
-15,962
|
Closed
|
|
|
17
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$244K
|
-7,479
|
Closed
|
|
