|
1
|
Nuveen
Charlotte,
North Carolina
|
$29.9M
|
+$29.9M
|
+946,000
|
New
|
|
|
2
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.97M
|
+$3.3M
|
+104,308
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$2.13M
|
+$591K
|
+18,676
|
+38%
|
|
|
4
|
|
$984K
|
+$916K
|
+28,955
|
+1,316%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$840K
|
+$227K
|
+7,182
|
+37%
|
|
|
6
|
C-J Advisory
San Jose,
California
|
$774K
|
+$228K
|
+7,202
|
+42%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$732K
|
+$237K
|
+7,485
|
+48%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$589K
|
+$29K
|
+916
|
+5%
|
|
|
9
|
First Allied Advisory Services
San Diego,
California
|
$503K
|
–
|
–
|
–
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$465K
|
+$458K
|
+14,470
|
+5,742%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$458K
|
+$458K
|
+14,497
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$419K
|
+$14.7K
|
+465
|
+4%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$320K
|
+$321K
|
+10,136
|
New
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$311K
|
+$312K
|
+9,855
|
New
|
|
|
15
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$307K
|
-$15K
|
-474
|
-4%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$291K
|
+$292K
|
+9,228
|
New
|
|
|
17
|
Harborview Advisors
Portland,
Maine
|
$264K
|
-$7.65K
|
-242
|
-3%
|
|
|
18
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$237K
|
–
|
–
|
–
|
|
|
20
|
Sage Advisory Services
Austin,
Texas
|
$237K
|
+$190
|
+6
|
+0.1%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$232K
|
+$18.3K
|
+580
|
+9%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$215K
|
+$215K
|
+6,813
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$204K
|
+$205K
|
+6,468
|
New
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
$183K
|
–
|
–
|
–
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$141K
|
+$4.84K
|
+153
|
+4%
|
|
