|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$17.8M
|
+$746K
|
+31,736
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.5M
|
+$8.44M
|
+358,830
|
+118%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
+$11.2M
|
+475,519
|
+560%
|
|
|
4
|
Lattice Strategies
Wayne,
Pennsylvania
|
$11.1M
|
-$4.69M
|
-199,623
|
-30%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.32M
|
–
|
–
|
–
|
|
|
6
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.11M
|
-$278K
|
-11,826
|
-8%
|
|
|
7
|
Advisor Group
Phoenix,
Arizona
|
$821K
|
+$338K
|
+14,395
|
+70%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$735K
|
-$67.4K
|
-2,867
|
-8%
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$660K
|
+$663K
|
+28,216
|
New
|
|
|
10
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$607K
|
+$241K
|
+10,235
|
+65%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$399K
|
+$110K
|
+4,672
|
+38%
|
|
|
12
|
Executive Wealth Management
Brighton,
Michigan
|
$357K
|
-$19.3K
|
-819
|
-5%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$353K
|
-$128K
|
-5,432
|
-26%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$282K
|
+$11.8K
|
+500
|
+4%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$267K
|
-$4.91K
|
-209
|
-2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$260K
|
+$261K
|
+11,123
|
New
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$202K
|
+$203K
|
+8,630
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$78K
|
-$165K
|
-7,019
|
-68%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$70K
|
+$58.6K
|
+2,491
|
+479%
|
|
|
20
|
Northwest Wealth Management
Spencer,
Iowa
|
$46K
|
–
|
–
|
–
|
|
|
21
|
Golden State Wealth Management
Santa Ana,
California
|
$22K
|
+$22.4K
|
+953
|
New
|
|
|
22
|
Pin Oak Investment Advisors
Houston,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
23
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.88M
|
-85,119
|
Closed
|
|
