|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.7M
|
+$6.69M
|
+192,955
|
+57%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12M
|
+$1.46M
|
+41,978
|
+14%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.61M
|
+$573K
|
+16,515
|
+6%
|
|
|
4
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$8.79M
|
+$8.63M
|
+248,780
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.21M
|
-$1.1M
|
-31,723
|
-13%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$5.72M
|
-$4.49M
|
-129,331
|
-44%
|
|
|
7
|
|
$5.35M
|
+$2.2M
|
+63,401
|
+72%
|
|
|
8
|
|
$4.94M
|
+$1.75M
|
+50,447
|
+57%
|
|
|
9
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.42M
|
+$103K
|
+2,958
|
+3%
|
|
|
10
|
KWMG LLC
Overland Park,
Kansas
|
$3.25M
|
+$111K
|
+3,211
|
+4%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.99M
|
+$453K
|
+13,055
|
+18%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$2.81M
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.06M
|
+$209K
|
+6,020
|
+12%
|
|
|
14
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.96M
|
-$109K
|
-3,148
|
-5%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.94M
|
+$482K
|
+13,897
|
+34%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.86M
|
+$443K
|
+12,785
|
+32%
|
|
|
17
|
Appleton Partners
Boston,
Massachusetts
|
$1.49M
|
-$361K
|
-10,410
|
-20%
|
|
|
18
|
Leuthold Group
Minneapolis,
Minnesota
|
$1.41M
|
-$33.9K
|
-977
|
-2%
|
|
|
19
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$1.22M
|
-$86.8K
|
-2,504
|
-7%
|
|
|
20
|
Arcus Capital Partners
Atlanta,
Georgia
|
$1.22M
|
-$11.9K
|
-343
|
-1%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1.16M
|
+$7.98K
|
+230
|
+0.7%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$897K
|
-$377K
|
-10,870
|
-30%
|
|
|
23
|
Crabel Capital Management
Los Angeles,
California
|
$687K
|
+$675K
|
+19,450
|
New
|
|
|
24
|
BNP Paribas Financial Markets
Paris,
France
|
$628K
|
-$23.6K
|
-680
|
-4%
|
|
|
25
|
LifePlan Financial Group
Dayton,
Ohio
|
$569K
|
–
|
–
|
–
|
|
