|
1
|
Nuveen
Charlotte,
North Carolina
|
$18.9M
|
-$9.93M
|
-350,000
|
-35%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$9.1M
|
+$8.89M
|
+313,271
|
New
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$3.53M
|
+$69.9K
|
+2,463
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.98M
|
-$318K
|
-11,194
|
-10%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.61M
|
-$5.68K
|
-200
|
-0.4%
|
|
|
6
|
|
$1.16M
|
+$1.14M
|
+40,095
|
New
|
|
|
7
|
|
$717K
|
+$701K
|
+24,700
|
New
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$673K
|
+$11.5K
|
+405
|
+2%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$629K
|
+$95K
|
+3,346
|
+18%
|
|
|
10
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$611K
|
+$558K
|
+19,660
|
New
|
|
|
11
|
Whittier Trust
South Pasadena,
California
|
$494K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$423K
|
+$413K
|
+14,562
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$376K
|
-$40K
|
-1,411
|
-10%
|
|
|
14
|
Harborview Advisors
Portland,
Maine
|
$354K
|
+$19.8K
|
+696
|
+6%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$348K
|
+$212K
|
+7,456
|
+165%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$330K
|
+$323K
|
+11,373
|
New
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$295K
|
+$132K
|
+4,655
|
+85%
|
|
|
18
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$289K
|
+$283K
|
+9,960
|
New
|
|
|
19
|
Paracle Advisors
Mercer Island,
Washington
|
$279K
|
–
|
–
|
–
|
|
|
20
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$256K
|
+$140K
|
+4,940
|
+127%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$204K
|
+$200K
|
+7,031
|
New
|
|
|
22
|
First Allied Advisory Services
San Diego,
California
|
$170K
|
-$97.8K
|
-3,447
|
-37%
|
|
|
23
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$106K
|
–
|
–
|
–
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$82.5K
|
-$23.2K
|
-819
|
-22%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$71K
|
–
|
–
|
–
|
|
