|
1
|
Bank of America
Charlotte,
North Carolina
|
$59.4M
|
+$27.1M
|
+334,178
|
+92%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$31.4M
|
+$1.87M
|
+22,977
|
+7%
|
|
|
3
|
|
$22.6M
|
+$4.1M
|
+50,488
|
+23%
|
|
|
4
|
Aviance Capital Management
Sarasota,
Florida
|
$22M
|
+$12.1M
|
+149,488
|
+136%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$19.7M
|
+$264K
|
+3,251
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
-$7.63M
|
-93,915
|
-29%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$16M
|
+$758K
|
+9,337
|
+5%
|
|
|
8
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$15.8M
|
+$5.32M
|
+65,458
|
+54%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$15.7M
|
+$3.9M
|
+47,987
|
+35%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.36M
|
+$4.16M
|
+51,263
|
New
|
|
|
11
|
USA Financial Formulas
Ada,
Michigan
|
$4.22M
|
+$4.03M
|
+49,589
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.69M
|
+$2.1M
|
+25,821
|
+148%
|
|
|
13
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$3.48M
|
-$343K
|
-4,221
|
-9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.12M
|
-$65.6K
|
-808
|
-2%
|
|
|
15
|
Versant Capital Management
Phoenix,
Arizona
|
$3.07M
|
+$97.9K
|
+1,206
|
+3%
|
|
|
16
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$3.04M
|
+$2.36M
|
+29,093
|
+441%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$2.79M
|
+$2.66M
|
+32,741
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.47M
|
-$502K
|
-6,187
|
-18%
|
|
|
19
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$2.34M
|
+$2.23M
|
+27,485
|
New
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.04M
|
+$46.8K
|
+576
|
+2%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$1.89M
|
-$551K
|
-6,786
|
-24%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.58M
|
+$1.51M
|
+18,584
|
New
|
|
|
23
|
Virtu KCG Holdings
New York
|
$1.49M
|
-$561K
|
-6,913
|
-28%
|
|
|
24
|
|
$1.45M
|
-$62.3K
|
-767
|
-4%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$1.08M
|
+$1.03M
|
+12,681
|
New
|
|
