|
1
|
UBS Group
Zurich,
Switzerland
|
$7.47M
|
+$2.46M
|
+94,422
|
+50%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.05M
|
+$1.04M
|
+39,956
|
+21%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6M
|
+$2.24M
|
+86,201
|
+62%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.83M
|
+$562K
|
+21,594
|
+18%
|
|
|
5
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.92M
|
+$52K
|
+2,001
|
+2%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$2.46M
|
+$564K
|
+21,702
|
+31%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.45M
|
+$1.17M
|
+44,994
|
+95%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$2.19M
|
+$2.15M
|
+82,804
|
New
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.06M
|
-$35.1K
|
-1,349
|
-2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
+$181K
|
+6,965
|
+14%
|
|
|
11
|
C-J Advisory
San Jose,
California
|
$1.41M
|
+$110K
|
+4,216
|
+9%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.36M
|
+$50.7K
|
+1,949
|
+4%
|
|
|
13
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.3M
|
+$84.8K
|
+3,261
|
+7%
|
|
|
14
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.29M
|
-$87.3K
|
-3,358
|
-6%
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
$1.11M
|
+$186K
|
+7,148
|
+21%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.02M
|
+$776K
|
+29,833
|
+342%
|
|
|
17
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.02M
|
+$154K
|
+5,934
|
+18%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.01M
|
+$7.38M
|
+283,602
|
New
|
|
|
19
|
|
$828K
|
+$122K
|
+4,678
|
+18%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$724K
|
+$177K
|
+6,808
|
+33%
|
|
|
21
|
Colony Group
Boston,
Massachusetts
|
$718K
|
+$165K
|
+6,335
|
+31%
|
|
|
22
|
Hilltop Holdings
Dallas,
Texas
|
$625K
|
+$614K
|
+23,591
|
New
|
|
|
23
|
Equitable Holdings
New York
|
$623K
|
+$381K
|
+14,637
|
+165%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$509K
|
-$17.3K
|
-664
|
-3%
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$477K
|
+$78.7K
|
+3,027
|
+20%
|
|
