|
1
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$14.5M
|
+$2.63M
|
+75,942
|
+21%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.8M
|
+$1.24M
|
+35,886
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9M
|
-$11.1M
|
-320,122
|
-55%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.09M
|
+$8.29M
|
+239,231
|
New
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$8.07M
|
-$36.7M
|
-1,059,785
|
-82%
|
|
|
6
|
|
$6.95M
|
+$7.12M
|
+205,630
|
New
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.33M
|
+$505K
|
+14,588
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.71M
|
-$3.54M
|
-102,301
|
-38%
|
|
|
9
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$5.49M
|
+$67.8K
|
+1,959
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.76M
|
-$7.62M
|
-219,897
|
-61%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.43M
|
+$441K
|
+12,728
|
+11%
|
|
|
12
|
|
$4.23M
|
-$14M
|
-404,290
|
-76%
|
|
|
13
|
Royal Fund Management
Lady Lake,
Florida
|
$4.19M
|
+$4.06M
|
+117,196
|
+1,722%
|
|
|
14
|
KWMG LLC
Overland Park,
Kansas
|
$3.21M
|
+$108K
|
+3,127
|
+3%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.16M
|
+$25.9K
|
+749
|
+0.8%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.05M
|
-$8.78M
|
-253,470
|
-74%
|
|
|
17
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.82M
|
+$200K
|
+5,788
|
+7%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.6M
|
+$484K
|
+13,968
|
+22%
|
|
|
19
|
BNP Paribas Financial Markets
Paris,
France
|
$2.59M
|
-$1.97M
|
-56,822
|
-43%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.51M
|
–
|
–
|
–
|
|
|
21
|
Leuthold Group
Minneapolis,
Minnesota
|
$1.24M
|
-$48.8K
|
-1,409
|
-4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
-$772K
|
-22,280
|
-38%
|
|
|
23
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$1M
|
-$52K
|
-1,501
|
-5%
|
|
|
24
|
|
$999K
|
+$819K
|
+23,658
|
+403%
|
|
|
25
|
|
$860K
|
+$267K
|
+7,702
|
+43%
|
|
