|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.6M
|
+$1.01M
|
+43,695
|
+3%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.3M
|
-$43.5K
|
-1,883
|
-0.1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$8.87M
|
+$506K
|
+21,879
|
+6%
|
|
|
4
|
|
$5.98M
|
+$998K
|
+43,179
|
+20%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$5.94M
|
-$154K
|
-6,663
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.27M
|
-$273K
|
-11,800
|
-5%
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.94M
|
+$5M
|
+216,114
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.04M
|
-$188K
|
-8,121
|
-4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.88M
|
+$1.1M
|
+47,711
|
+39%
|
|
|
10
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3.85M
|
-$10.2K
|
-442
|
-0.3%
|
|
|
11
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.74M
|
-$855K
|
-36,975
|
-18%
|
|
|
12
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$3.3M
|
+$986K
|
+42,622
|
+42%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.07M
|
+$2.67M
|
+115,537
|
+616%
|
|
|
14
|
Park Avenue Securities
New York
|
$2.99M
|
-$26.1K
|
-1,130
|
-0.9%
|
|
|
15
|
|
$2.93M
|
-$414K
|
-17,903
|
-12%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.56M
|
+$267K
|
+11,554
|
+12%
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.22M
|
-$91.5K
|
-3,957
|
-4%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.05M
|
-$1.68M
|
-72,483
|
-45%
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.9M
|
-$7.17K
|
-310
|
-0.4%
|
|
|
20
|
UMB Bank
Kansas City,
Missouri
|
$1.78M
|
+$585K
|
+25,293
|
+48%
|
|
|
21
|
Lockerman Financial Group
Newport Beach,
California
|
$1.54M
|
-$53.1K
|
-2,295
|
-3%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.53M
|
-$754K
|
-32,621
|
-33%
|
|
|
23
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.45M
|
-$478K
|
-20,659
|
-25%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
+$64.9K
|
+2,808
|
+5%
|
|
|
25
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.23M
|
+$1.34K
|
+58
|
+0.1%
|
|
