|
1
|
Nuveen
Charlotte,
North Carolina
|
$9.26M
|
–
|
–
|
–
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.94M
|
+$76.9K
|
+1,730
|
+3%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
+$1.63M
|
+36,679
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.21M
|
-$34.6K
|
-779
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$741K
|
-$98.3K
|
-2,210
|
-12%
|
|
|
6
|
JFG Wealth Management
Denver,
Colorado
|
$612K
|
+$588K
|
+13,224
|
New
|
|
|
7
|
|
$592K
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$418K
|
+$111K
|
+2,500
|
+38%
|
|
|
9
|
Tower Research Capital (TRC)
New York
|
$348K
|
-$272K
|
-6,125
|
-45%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$346K
|
-$10.7K
|
-240
|
-3%
|
|
|
11
|
Values Added Financial
Washington,
District of Columbia
|
$331K
|
+$95K
|
+2,137
|
+43%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$327K
|
–
|
–
|
–
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$281K
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$267K
|
–
|
–
|
–
|
|
|
15
|
Wealth Architects
Mountain View,
California
|
$209K
|
+$201K
|
+4,523
|
New
|
|
|
16
|
3EDGE Asset Management
Naples,
Florida
|
$201K
|
+$193K
|
+4,350
|
New
|
|
|
17
|
Addison Advisors
Middlebury,
Vermont
|
$63.9K
|
–
|
–
|
–
|
|
|
18
|
Westside Investment Management
Santa Monica,
California
|
$61.3K
|
–
|
–
|
–
|
|
|
19
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$38.2K
|
–
|
–
|
–
|
|
|
20
|
Painted Porch Advisors
Santa Barbara,
California
|
$11.5K
|
+$400
|
+9
|
+4%
|
|
|
21
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$556K
|
-12,679
|
Closed
|
|
|
22
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$3.68K
|
-84
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.07K
|
-70
|
Closed
|
|
