|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.3M
|
+$3.95M
|
+159,533
|
+13%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32M
|
+$1.69M
|
+68,409
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.83M
|
-$253K
|
-10,234
|
-3%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$6.43M
|
+$1.14M
|
+45,928
|
+21%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.84M
|
+$271K
|
+10,941
|
+5%
|
|
|
6
|
|
$5.27M
|
+$2.9M
|
+117,219
|
+116%
|
|
|
7
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.84M
|
-$293K
|
-11,829
|
-6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.46M
|
+$658K
|
+26,566
|
+17%
|
|
|
9
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4.08M
|
+$77.2K
|
+3,117
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.91M
|
+$632K
|
+25,544
|
+19%
|
|
|
11
|
|
$3.52M
|
-$1.12M
|
-45,150
|
-24%
|
|
|
12
|
Park Avenue Securities
New York
|
$3.18M
|
+$476K
|
+19,242
|
+17%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.94M
|
-$463K
|
-18,697
|
-13%
|
|
|
14
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$2.45M
|
+$1.27M
|
+51,313
|
+102%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.44M
|
+$152K
|
+6,153
|
+6%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.42M
|
+$169K
|
+6,843
|
+7%
|
|
|
17
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.38M
|
+$594K
|
+23,983
|
+32%
|
|
|
18
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.03M
|
+$2.08M
|
+84,231
|
New
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2M
|
-$29.3K
|
-1,184
|
-1%
|
|
|
20
|
Lockerman Financial Group
Newport Beach,
California
|
$1.68M
|
-$222K
|
-8,971
|
-11%
|
|
|
21
|
Evolution Advisers
Richmond,
Virginia
|
$1.64M
|
+$807K
|
+32,610
|
+92%
|
|
|
22
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.49M
|
-$1.17M
|
-47,434
|
-44%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$1.34M
|
+$10.4K
|
+422
|
+0.8%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
+$171K
|
+6,922
|
+15%
|
|
|
25
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.3M
|
-$8.79K
|
-355
|
-0.7%
|
|
