|
1
|
Nuveen
Charlotte,
North Carolina
|
$20.8M
|
-$6.15M
|
-221,000
|
-23%
|
|
|
2
|
|
$4.38M
|
+$2.02M
|
+72,585
|
+91%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.19M
|
+$986K
|
+35,407
|
+47%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$2.96M
|
+$2.14M
|
+76,754
|
+293%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$2.52M
|
+$559K
|
+20,081
|
+30%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.7M
|
+$54.2K
|
+1,945
|
+3%
|
|
|
7
|
|
$1.17M
|
+$1.13M
|
+40,689
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.1M
|
-$200K
|
-7,196
|
-16%
|
|
|
9
|
SVA Wealth Management
Madison,
Wisconsin
|
$1M
|
+$969K
|
+34,804
|
New
|
|
|
10
|
C-J Advisory
San Jose,
California
|
$947K
|
+$31.9K
|
+1,145
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$894K
|
+$169K
|
+6,073
|
+24%
|
|
|
12
|
Whittier Trust
South Pasadena,
California
|
$779K
|
+$418K
|
+15,000
|
+124%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$570K
|
+$30.5K
|
+1,095
|
+6%
|
|
|
14
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$557K
|
+$216K
|
+7,773
|
+67%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$535K
|
+$110K
|
+3,941
|
+27%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$514K
|
+$194K
|
+6,975
|
+64%
|
|
|
17
|
First Allied Advisory Services
San Diego,
California
|
$465K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$461K
|
+$447K
|
+16,041
|
New
|
|
|
19
|
Arkos Global Advisors
Houston,
Texas
|
$423K
|
-$56.5K
|
-2,030
|
-12%
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$405K
|
+$392K
|
+14,091
|
New
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$370K
|
+$57.8K
|
+2,076
|
+19%
|
|
|
22
|
Harborview Advisors
Portland,
Maine
|
$311K
|
+$37.7K
|
+1,352
|
+14%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$307K
|
+$236K
|
+8,484
|
+385%
|
|
|
24
|
Cribstone Capital Management
Augusta,
Maine
|
$282K
|
+$8.83K
|
+317
|
+3%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$271K
|
+$263K
|
+9,427
|
New
|
|
