|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.5M
|
+$6.85M
|
+260,538
|
+36%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$4.51M
|
+171,706
|
+34%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$12.9M
|
+$478K
|
+18,177
|
+4%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$5.68M
|
+$1.39M
|
+52,834
|
+32%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.52M
|
+$332K
|
+12,627
|
+8%
|
|
|
6
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.12M
|
+$897K
|
+34,122
|
+27%
|
|
|
7
|
Colony Group
Boston,
Massachusetts
|
$3.54M
|
+$695K
|
+26,427
|
+24%
|
|
|
8
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.38M
|
-$93.4K
|
-3,552
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.36M
|
+$1.29M
|
+49,243
|
+61%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$3.34M
|
+$2.57M
|
+97,829
|
+311%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.96M
|
+$941K
|
+35,795
|
+45%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.89M
|
+$4.92K
|
+187
|
+0.2%
|
|
|
13
|
Park Avenue Securities
New York
|
$2.7M
|
+$2.75M
|
+104,577
|
New
|
|
|
14
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.44M
|
+$40.5K
|
+1,540
|
+2%
|
|
|
15
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.99M
|
+$69.2K
|
+2,633
|
+4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.97M
|
+$193K
|
+7,329
|
+11%
|
|
|
17
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.95M
|
-$99.1K
|
-3,771
|
-5%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$1.94M
|
+$169K
|
+6,439
|
+9%
|
|
|
19
|
C-J Advisory
San Jose,
California
|
$1.9M
|
+$227K
|
+8,615
|
+13%
|
|
|
20
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.71M
|
+$212K
|
+8,048
|
+14%
|
|
|
21
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.3M
|
+$1.18M
|
+44,786
|
+790%
|
|
|
22
|
UMB Bank
Kansas City,
Missouri
|
$1.26M
|
+$73.8K
|
+2,806
|
+6%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03M
|
-$118K
|
-4,487
|
-10%
|
|
|
24
|
First Pacific Financial
Vancouver,
Washington
|
$927K
|
-$562K
|
-21,376
|
-37%
|
|
|
25
|
CGN Advisors
Manhattan,
Kansas
|
$722K
|
-$196K
|
-7,451
|
-21%
|
|
