|
1
|
Nuveen
Charlotte,
North Carolina
|
$23.4M
|
–
|
–
|
–
|
|
|
2
|
|
$1.98M
|
+$1.37M
|
+48,682
|
+156%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.88M
|
+$236K
|
+8,364
|
+12%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$1.67M
|
+$1.25M
|
+44,406
|
+192%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.42M
|
+$1.21M
|
+42,767
|
+295%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
+$759K
|
+26,896
|
+144%
|
|
|
7
|
C-J Advisory
San Jose,
California
|
$777K
|
+$194K
|
+6,887
|
+28%
|
|
|
8
|
Tower Research Capital (TRC)
New York
|
$676K
|
+$733K
|
+25,999
|
+1,956%
|
|
|
9
|
BSW Wealth Partners
Boulder,
Colorado
|
$648K
|
-$2.2M
|
-78,134
|
-75%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$620K
|
-$43.3K
|
-1,534
|
-6%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$464K
|
+$114K
|
+4,033
|
+27%
|
|
|
12
|
Arkos Global Advisors
Houston,
Texas
|
$414K
|
+$473K
|
+16,753
|
New
|
|
|
13
|
First Allied Advisory Services
San Diego,
California
|
$399K
|
+$10.6K
|
+377
|
+2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$363K
|
+$40.1K
|
+1,422
|
+11%
|
|
|
15
|
Whittier Trust
South Pasadena,
California
|
$300K
|
+$131K
|
+4,639
|
+62%
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$288K
|
+$136K
|
+4,814
|
+71%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$270K
|
+$47.6K
|
+1,687
|
+18%
|
|
|
18
|
Colorado Capital Management
Boulder,
Colorado
|
$267K
|
+$305K
|
+10,829
|
New
|
|
|
19
|
Cribstone Capital Management
Augusta,
Maine
|
$235K
|
+$268K
|
+9,500
|
New
|
|
|
20
|
Harborview Advisors
Portland,
Maine
|
$234K
|
+$31.8K
|
+1,126
|
+13%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$212K
|
+$33.5K
|
+1,186
|
+16%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$202K
|
+$231K
|
+8,183
|
New
|
|
|
23
|
Acropolis Investment Management
St. Louis,
Missouri
|
$198K
|
+$226K
|
+8,020
|
New
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
$143K
|
–
|
–
|
–
|
|
|
25
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$120K
|
+$55.2K
|
+1,956
|
+67%
|
|
