|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$14.3M
|
+$2.14M
|
+59,649
|
+18%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.35M
|
+$1.3M
|
+36,273
|
+19%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.27M
|
+$1.75M
|
+48,665
|
+33%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$7.26M
|
+$1.22M
|
+34,051
|
+21%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$3.4M
|
+$3.29M
|
+91,607
|
New
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.06M
|
+$299K
|
+8,321
|
+11%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.63M
|
+$55.2K
|
+1,538
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.97M
|
+$191K
|
+5,337
|
+11%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.75M
|
-$1.45M
|
-40,350
|
-46%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.54M
|
+$33.2K
|
+925
|
+2%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.23M
|
+$119K
|
+3,305
|
+11%
|
|
|
12
|
3EDGE Asset Management
Naples,
Florida
|
$1.05M
|
+$1.02M
|
+28,317
|
New
|
|
|
13
|
Harborview Advisors
Portland,
Maine
|
$952K
|
+$138K
|
+3,845
|
+18%
|
|
|
14
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$798K
|
–
|
–
|
–
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
$796K
|
+$66.4K
|
+1,850
|
+9%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$691K
|
+$1.54K
|
+43
|
+0.2%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$690K
|
–
|
–
|
–
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$686K
|
+$553K
|
+15,422
|
+503%
|
|
|
19
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$517K
|
-$276K
|
-7,696
|
-36%
|
|
|
20
|
Cable Hill Partners
Portland,
Oregon
|
$427K
|
+$47.9K
|
+1,334
|
+13%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$403K
|
-$22.5K
|
-626
|
-5%
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$398K
|
+$85.6K
|
+2,385
|
+29%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$396K
|
+$86.2K
|
+2,403
|
+29%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$377K
|
+$134K
|
+3,739
|
+58%
|
|
|
25
|
Whittier Trust
South Pasadena,
California
|
$375K
|
–
|
–
|
–
|
|
