|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$14.7M
|
+$1.7M
|
+48,639
|
+13%
|
|
|
2
|
Perella Weinberg Partners Capital Management
New York
|
$10.5M
|
+$10.9M
|
+310,752
|
New
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.06M
|
+$450K
|
+12,852
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.98M
|
+$1.39M
|
+39,804
|
+20%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$6.04M
|
-$608K
|
-17,363
|
-9%
|
|
|
6
|
3EDGE Asset Management
Naples,
Florida
|
$3.15M
|
+$2.27M
|
+64,747
|
+229%
|
|
|
7
|
Wealthfront Advisers
Palo Alto,
California
|
$2.5M
|
+$2.59M
|
+73,832
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
-$235K
|
-6,708
|
-9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.16M
|
+$370K
|
+10,560
|
+20%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.84M
|
+$255K
|
+7,272
|
+15%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.45M
|
+$53.1K
|
+1,516
|
+4%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$1.4M
|
+$1.45M
|
+41,435
|
New
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.2M
|
-$1.65M
|
-47,084
|
-57%
|
|
|
14
|
Harborview Advisors
Portland,
Maine
|
$960K
|
+$94.1K
|
+2,687
|
+10%
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
$783K
|
+$57.9K
|
+1,654
|
+8%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$763K
|
+$142K
|
+4,039
|
+22%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$744K
|
-$393K
|
-11,208
|
-34%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$728K
|
–
|
–
|
–
|
|
|
19
|
Cable Hill Partners
Portland,
Oregon
|
$726K
|
+$348K
|
+9,940
|
+86%
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$707K
|
+$485K
|
+13,848
|
+197%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$634K
|
+$4.48K
|
+128
|
+0.7%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$632K
|
+$1.54K
|
+44
|
+0.2%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$570K
|
–
|
–
|
–
|
|
|
24
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$514K
|
+$44.4K
|
+1,266
|
+9%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$408K
|
+$41.9K
|
+1,196
|
+11%
|
|
