|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$10.4M
|
+$9.75M
|
+311,062
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5.18M
|
-$280K
|
-8,941
|
-5%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.98M
|
+$2.55M
|
+81,478
|
+218%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.72M
|
+$1.51M
|
+48,082
|
+76%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.55M
|
+$20.6K
|
+659
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.47M
|
+$34.5K
|
+1,101
|
+3%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$1.38M
|
–
|
–
|
–
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.02M
|
-$40.1K
|
-1,279
|
-4%
|
|
|
9
|
UMB Bank
Kansas City,
Missouri
|
$1.01M
|
+$102K
|
+3,269
|
+12%
|
|
|
10
|
RVW Wealth
Los Angeles,
California
|
$1M
|
+$209K
|
+6,664
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$995K
|
-$566K
|
-18,073
|
-38%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$973K
|
–
|
–
|
–
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$762K
|
+$713K
|
+22,769
|
New
|
|
|
14
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$719K
|
–
|
–
|
–
|
|
|
15
|
Harborview Advisors
Portland,
Maine
|
$699K
|
+$47.7K
|
+1,522
|
+8%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$622K
|
-$11.8K
|
-378
|
-2%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$611K
|
+$232K
|
+7,403
|
+68%
|
|
|
18
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$535K
|
+$13.1K
|
+417
|
+3%
|
|
|
19
|
|
$528K
|
+$494K
|
+15,779
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$461K
|
-$515K
|
-16,436
|
-54%
|
|
|
21
|
Cable Hill Partners
Portland,
Oregon
|
$421K
|
+$57.1K
|
+1,822
|
+17%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$339K
|
+$318K
|
+10,135
|
New
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$338K
|
–
|
–
|
–
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$277K
|
-$19.6K
|
-627
|
-7%
|
|
|
25
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$256K
|
+$240K
|
+7,647
|
New
|
|
