|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.1M
|
+$5.26M
|
+202,702
|
+21%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.7M
|
+$6M
|
+231,464
|
+34%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
+$392K
|
+15,108
|
+3%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$6.35M
|
+$602K
|
+23,230
|
+11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.31M
|
+$741K
|
+28,565
|
+16%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$4.76M
|
+$1.19M
|
+45,724
|
+33%
|
|
|
7
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.74M
|
+$575K
|
+22,178
|
+14%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.58M
|
+$176K
|
+6,789
|
+5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.13M
|
+$216K
|
+8,345
|
+7%
|
|
|
10
|
Park Avenue Securities
New York
|
$2.73M
|
+$5.45K
|
+210
|
+0.2%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.7M
|
-$288K
|
-11,105
|
-10%
|
|
|
12
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.51M
|
-$2.38M
|
-91,889
|
-97%
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.33M
|
+$321K
|
+12,393
|
+16%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.31M
|
+$313K
|
+12,080
|
+16%
|
|
|
15
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.25M
|
-$1.16M
|
-44,750
|
-34%
|
|
|
16
|
C-J Advisory
San Jose,
California
|
$2.2M
|
+$278K
|
+10,731
|
+15%
|
|
|
17
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.12M
|
+$391K
|
+15,072
|
+23%
|
|
|
18
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.96M
|
-$11.6K
|
-448
|
-0.6%
|
|
|
19
|
|
$1.63M
|
+$1.04M
|
+40,222
|
+180%
|
|
|
20
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.45M
|
+$132K
|
+5,078
|
+10%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$1.42M
|
-$531K
|
-20,467
|
-27%
|
|
|
22
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.4M
|
+$1.38M
|
+53,173
|
New
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$1.33M
|
+$50.7K
|
+1,956
|
+4%
|
|
|
24
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.04M
|
+$515K
|
+19,840
|
+99%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.04M
|
-$4.25K
|
-164
|
-0.4%
|
|
