|
1
|
Nuveen
Charlotte,
North Carolina
|
$28.5M
|
-$5.58M
|
-200,000
|
-17%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.39M
|
+$1.53M
|
+54,993
|
+86%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.24M
|
+$335K
|
+12,029
|
+12%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.58M
|
+$562K
|
+20,156
|
+57%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$654K
|
+$634K
|
+22,762
|
New
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
$525K
|
–
|
–
|
–
|
|
|
7
|
Whittier Trust
South Pasadena,
California
|
$483K
|
–
|
–
|
–
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$408K
|
+$59.5K
|
+2,133
|
+17%
|
|
|
9
|
Harborview Advisors
Portland,
Maine
|
$327K
|
+$99.6K
|
+3,574
|
+45%
|
|
|
10
|
Paracle Advisors
Mercer Island,
Washington
|
$273K
|
–
|
–
|
–
|
|
|
11
|
First Allied Advisory Services
San Diego,
California
|
$263K
|
-$44K
|
-1,580
|
-15%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$255K
|
+$250K
|
+8,955
|
New
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$157K
|
-$633K
|
-22,714
|
-81%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$129K
|
+$1.92K
|
+69
|
+2%
|
|
|
15
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$110K
|
+$108K
|
+3,885
|
New
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$104K
|
+$8.31K
|
+298
|
+9%
|
|
|
17
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$104K
|
+$10.3K
|
+370
|
+11%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$71K
|
–
|
–
|
–
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
$50K
|
–
|
–
|
–
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$46K
|
+$20.2K
|
+724
|
+81%
|
|
|
21
|
|
$37K
|
+$36.5K
|
+1,308
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
+$13.5K
|
+486
|
+154%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$20K
|
+$10.1K
|
+362
|
+111%
|
|
|
24
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$15K
|
–
|
–
|
–
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$5K
|
–
|
–
|
–
|
|
