|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32.9M
|
+$2.05M
|
+78,166
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$27M
|
+$3.56M
|
+136,233
|
+15%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.57M
|
-$5.86M
|
-223,815
|
-43%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.91M
|
+$649K
|
+24,804
|
+12%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$5.33M
|
+$606K
|
+23,159
|
+13%
|
|
|
6
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.19M
|
+$495K
|
+18,936
|
+10%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.7M
|
+$152K
|
+5,824
|
+4%
|
|
|
8
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3.32M
|
+$1.9M
|
+72,652
|
+131%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.23M
|
+$124K
|
+4,731
|
+4%
|
|
|
10
|
Park Avenue Securities
New York
|
$2.81M
|
+$95.7K
|
+3,657
|
+3%
|
|
|
11
|
|
$2.59M
|
+$2.62M
|
+100,000
|
New
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.58M
|
-$95.3K
|
-3,643
|
-4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.43M
|
+$147K
|
+5,601
|
+6%
|
|
|
14
|
C-J Advisory
San Jose,
California
|
$2.25M
|
+$66.6K
|
+2,546
|
+3%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.24M
|
+$303K
|
+11,596
|
+15%
|
|
|
16
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.15M
|
+$41.5K
|
+1,585
|
+2%
|
|
|
17
|
|
$2M
|
+$383K
|
+14,635
|
+23%
|
|
|
18
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.83M
|
-$490K
|
-18,709
|
-21%
|
|
|
19
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.79M
|
+$420K
|
+16,067
|
+30%
|
|
|
20
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.66M
|
+$1.61M
|
+61,608
|
+2,453%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$1.43M
|
+$15.3K
|
+586
|
+1%
|
|
|
22
|
UMB Bank
Kansas City,
Missouri
|
$1.31M
|
-$9.03K
|
-345
|
-0.7%
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.24M
|
+$203K
|
+7,740
|
+19%
|
|
|
24
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$1.2M
|
+$1.21M
|
+46,290
|
New
|
|
|
25
|
First Pacific Financial
Vancouver,
Washington
|
$1.08M
|
+$159K
|
+6,068
|
+17%
|
|
