|
1
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
+$3.76M
|
+140,246
|
+50%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.31M
|
+$2.17M
|
+80,816
|
+36%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.76M
|
-$406K
|
-15,135
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.13M
|
+$225K
|
+8,400
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.04M
|
+$1.52M
|
+56,832
|
+61%
|
|
|
6
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.69M
|
-$285K
|
-10,616
|
-10%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$2.66M
|
+$154K
|
+5,731
|
+6%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$2.34M
|
+$2.32M
|
+86,385
|
New
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.99M
|
-$107K
|
-4,005
|
-5%
|
|
|
10
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.71M
|
+$377K
|
+14,062
|
+29%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.69M
|
+$152K
|
+5,659
|
+10%
|
|
|
12
|
C-J Advisory
San Jose,
California
|
$1.6M
|
+$168K
|
+6,254
|
+12%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.58M
|
-$6.04M
|
-225,290
|
-79%
|
|
|
14
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.36M
|
+$37.4K
|
+1,394
|
+3%
|
|
|
15
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.29M
|
+$245K
|
+9,145
|
+24%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$1.28M
|
+$543K
|
+20,234
|
+75%
|
|
|
17
|
UMB Bank
Kansas City,
Missouri
|
$1.2M
|
+$65.8K
|
+2,452
|
+6%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$1.18M
|
+$968K
|
+36,088
|
+486%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.13M
|
+$83K
|
+3,094
|
+8%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.05M
|
-$1.18M
|
-44,049
|
-53%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$869K
|
+$861K
|
+32,110
|
New
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$655K
|
+$167K
|
+6,224
|
+35%
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$575K
|
-$809K
|
-30,169
|
-59%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$520K
|
+$228K
|
+8,518
|
+80%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$433K
|
-$85.9K
|
-3,203
|
-17%
|
|
