|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.5M
|
+$10M
|
+374,586
|
+106%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$2.75M
|
+102,617
|
+25%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$12.9M
|
+$703K
|
+26,202
|
+6%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$4.48M
|
+$846K
|
+31,535
|
+23%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.35M
|
+$345K
|
+12,855
|
+9%
|
|
|
6
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.61M
|
+$505K
|
+18,826
|
+16%
|
|
|
7
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.36M
|
+$3.36M
|
+125,401
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.99M
|
+$988K
|
+36,838
|
+49%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$2.96M
|
+$1.08M
|
+40,188
|
+57%
|
|
|
10
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.49M
|
+$12.5K
|
+465
|
+0.5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
-$2.11M
|
-78,716
|
-49%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.12M
|
+$241K
|
+8,981
|
+13%
|
|
|
13
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.11M
|
+$490K
|
+18,262
|
+30%
|
|
|
14
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2M
|
+$214K
|
+7,969
|
+12%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.85M
|
+$151K
|
+5,637
|
+9%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$1.84M
|
-$388K
|
-14,463
|
-17%
|
|
|
17
|
C-J Advisory
San Jose,
California
|
$1.74M
|
+$134K
|
+5,005
|
+8%
|
|
|
18
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.56M
|
+$203K
|
+7,573
|
+15%
|
|
|
19
|
Flow Traders U.S.
New York
|
$1.54M
|
+$1.54M
|
+57,323
|
New
|
|
|
20
|
First Pacific Financial
Vancouver,
Washington
|
$1.53M
|
-$58K
|
-2,163
|
-4%
|
|
|
21
|
UMB Bank
Kansas City,
Missouri
|
$1.24M
|
+$53.2K
|
+1,983
|
+4%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.19M
|
+$966
|
+36
|
+0.1%
|
|
|
23
|
CGN Advisors
Manhattan,
Kansas
|
$949K
|
+$950K
|
+35,414
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$844K
|
+$845K
|
+31,506
|
New
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$586K
|
+$16K
|
+596
|
+3%
|
|
