|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32.3M
|
-$337K
|
-13,073
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.4M
|
+$4.6M
|
+178,372
|
+17%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.66M
|
+$2.16M
|
+83,659
|
+29%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.94M
|
+$74.3K
|
+2,884
|
+1%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$5.66M
|
+$378K
|
+14,659
|
+7%
|
|
|
6
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.45M
|
+$304K
|
+11,777
|
+6%
|
|
|
7
|
|
$4.91M
|
+$4.93M
|
+191,126
|
New
|
|
|
8
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4.26M
|
+$970K
|
+37,650
|
+29%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.07M
|
+$1.66M
|
+64,387
|
+68%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.61M
|
-$54.6K
|
-2,118
|
-1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.51M
|
+$306K
|
+11,868
|
+10%
|
|
|
12
|
Park Avenue Securities
New York
|
$2.89M
|
+$106K
|
+4,116
|
+4%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.8M
|
+$579K
|
+22,456
|
+26%
|
|
|
14
|
|
$2.6M
|
+$621K
|
+24,102
|
+31%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.44M
|
-$124K
|
-4,822
|
-5%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.4M
|
+$626K
|
+24,300
|
+35%
|
|
|
17
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.16M
|
+$28.1K
|
+1,091
|
+1%
|
|
|
18
|
Lockerman Financial Group
Newport Beach,
California
|
$2.03M
|
+$2.03M
|
+78,903
|
New
|
|
|
19
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$2M
|
+$1.08M
|
+41,750
|
+116%
|
|
|
20
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.93M
|
+$124K
|
+4,829
|
+7%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$1.41M
|
-$1.6K
|
-62
|
-0.1%
|
|
|
22
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.39M
|
-$257K
|
-9,975
|
-16%
|
|
|
23
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.29M
|
+$385K
|
+14,935
|
+42%
|
|
|
24
|
UMB Bank
Kansas City,
Missouri
|
$1.29M
|
-$10.5K
|
-409
|
-0.8%
|
|
|
25
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.24M
|
+$13.4K
|
+519
|
+1%
|
|
