|
1
|
UBS Group
Zurich,
Switzerland
|
$9.39M
|
+$335K
|
+4,364
|
+4%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$8.45M
|
+$2.8M
|
+36,492
|
+51%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.8M
|
+$2.71M
|
+35,252
|
+54%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$6.66M
|
+$1.85M
|
+24,129
|
+39%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.09M
|
-$3.12M
|
-40,557
|
-50%
|
|
|
6
|
|
$1.7M
|
+$468K
|
+6,090
|
+39%
|
|
|
7
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.24M
|
-$132K
|
-1,719
|
-10%
|
|
|
8
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$598K
|
+$16.2K
|
+211
|
+3%
|
|
|
9
|
MSI Financial Services
Springfield,
Massachusetts
|
$514K
|
+$96.4K
|
+1,255
|
+24%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$369K
|
+$322K
|
+4,196
|
+768%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$318K
|
+$21.2K
|
+276
|
+7%
|
|
|
12
|
Courier Capital
Buffalo,
New York
|
$281K
|
+$60.9K
|
+793
|
+28%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$260K
|
+$12.8K
|
+167
|
+5%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$257K
|
+$253K
|
+3,292
|
New
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$252K
|
+$40.1K
|
+522
|
+19%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$250K
|
+$247K
|
+3,216
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$195K
|
–
|
–
|
–
|
|
|
18
|
|
$157K
|
-$41.5K
|
-540
|
-21%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$77K
|
+$76.3K
|
+993
|
New
|
|
|
20
|
|
$69K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$36K
|
+$27.1K
|
+352
|
+317%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$32K
|
–
|
–
|
–
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23K
|
+$461
|
+6
|
+2%
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$10K
|
+$9.53K
|
+124
|
New
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
