|
1
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$15.1M
|
+$689K
|
+20,433
|
+5%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.4M
|
+$1.15M
|
+33,987
|
+8%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.18M
|
+$142K
|
+4,219
|
+2%
|
|
|
4
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.66M
|
+$372K
|
+11,028
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.01M
|
-$3.95M
|
-117,122
|
-44%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.86M
|
-$807K
|
-23,936
|
-14%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.73M
|
-$1M
|
-29,736
|
-21%
|
|
|
8
|
|
$3.5M
|
-$703K
|
-20,855
|
-17%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.36M
|
+$229K
|
+6,791
|
+7%
|
|
|
10
|
KWMG LLC
Overland Park,
Kansas
|
$3.35M
|
+$164K
|
+4,877
|
+5%
|
|
|
11
|
BNP Paribas Financial Markets
Paris,
France
|
$3.18M
|
+$617K
|
+18,304
|
+24%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$2.95M
|
-$5.08M
|
-150,705
|
-63%
|
|
|
13
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.85M
|
+$45.8K
|
+1,359
|
+2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.81M
|
+$226K
|
+6,713
|
+9%
|
|
|
15
|
|
$2M
|
+$1.01M
|
+30,000
|
+102%
|
|
|
16
|
Leuthold Group
Minneapolis,
Minnesota
|
$1.2M
|
-$31.5K
|
-936
|
-3%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.18M
|
-$221K
|
-6,559
|
-16%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
-$70.3K
|
-2,086
|
-6%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$1.1M
|
+$1.11M
|
+32,881
|
New
|
|
|
20
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$927K
|
-$66.8K
|
-1,983
|
-7%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$918K
|
+$921K
|
+27,317
|
New
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$715K
|
+$476K
|
+14,139
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$702K
|
+$704K
|
+20,901
|
New
|
|
|
24
|
Millennium Management
New York
|
$634K
|
-$61K
|
-1,811
|
-9%
|
|
|
25
|
Roosevelt Investment Group
New York
|
$576K
|
-$21.9K
|
-651
|
-4%
|
|
