|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$11.4M
|
+$517K
|
+14,416
|
+5%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$10.7M
|
+$11M
|
+305,922
|
New
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.63M
|
+$2.51M
|
+69,903
|
+59%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.67M
|
+$241K
|
+6,735
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.17M
|
+$1.3M
|
+36,187
|
+33%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.07M
|
+$2.07M
|
+57,653
|
+194%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.61M
|
+$1.43M
|
+39,931
|
+116%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.43M
|
+$824K
|
+22,992
|
+50%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.68M
|
+$138K
|
+3,839
|
+9%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.46M
|
+$4.84K
|
+135
|
+0.3%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.42M
|
+$357K
|
+9,956
|
+33%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.05M
|
+$255K
|
+7,118
|
+31%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
$1M
|
+$38.9K
|
+1,085
|
+16%
|
|
|
14
|
Harborview Advisors
Portland,
Maine
|
$766K
|
+$32.7K
|
+912
|
+4%
|
|
|
15
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$761K
|
+$203K
|
+5,663
|
+35%
|
|
|
16
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$755K
|
–
|
–
|
–
|
|
|
17
|
UMB Bank
Kansas City,
Missouri
|
$688K
|
-$384K
|
-10,708
|
-35%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$652K
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$650K
|
+$7.24K
|
+202
|
+1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$403K
|
-$82.8K
|
-2,311
|
-17%
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$362K
|
+$6.17K
|
+172
|
+2%
|
|
|
22
|
Cable Hill Partners
Portland,
Oregon
|
$357K
|
-$86.5K
|
-2,414
|
-19%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$355K
|
–
|
–
|
–
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$293K
|
+$298K
|
+8,323
|
New
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$277K
|
–
|
–
|
–
|
|
