|
1
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
+$946K
|
+34,875
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
+$2.59M
|
+95,423
|
+31%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.52M
|
+$3.81M
|
+140,434
|
+66%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.3M
|
+$281K
|
+10,351
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.03M
|
-$84.7K
|
-3,122
|
-2%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$3.66M
|
+$1.01M
|
+37,281
|
+38%
|
|
|
7
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.12M
|
+$442K
|
+16,307
|
+16%
|
|
|
8
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.49M
|
+$791K
|
+29,158
|
+46%
|
|
|
9
|
|
$2.49M
|
+$2.51M
|
+92,383
|
New
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$2.24M
|
+$1.07M
|
+39,530
|
+91%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.01M
|
+$447K
|
+16,467
|
+28%
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$1.9M
|
+$626K
|
+23,068
|
+49%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.89M
|
-$95.1K
|
-3,505
|
-5%
|
|
|
14
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.79M
|
+$514K
|
+18,940
|
+40%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.71M
|
+$28.2K
|
+1,038
|
+2%
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.63M
|
+$985K
|
+36,313
|
+150%
|
|
|
17
|
C-J Advisory
San Jose,
California
|
$1.61M
|
+$14.4K
|
+530
|
+0.9%
|
|
|
18
|
First Pacific Financial
Vancouver,
Washington
|
$1.6M
|
+$1.61M
|
+59,443
|
New
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.36M
|
+$9.74K
|
+359
|
+0.7%
|
|
|
20
|
UMB Bank
Kansas City,
Missouri
|
$1.2M
|
–
|
–
|
–
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.2M
|
+$74K
|
+2,727
|
+7%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$657K
|
-$209K
|
-7,715
|
-24%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$574K
|
+$144K
|
+5,303
|
+33%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$500K
|
+$86.8K
|
+3,199
|
+21%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$451K
|
+$225K
|
+8,292
|
+98%
|
|
