|
1
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$14.4M
|
-$436K
|
-13,300
|
-3%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.9M
|
-$447K
|
-13,626
|
-3%
|
|
|
3
|
|
$8.6M
|
+$8.56M
|
+261,031
|
New
|
|
|
4
|
Checchi Capital Advisers
Beverly Hills,
California
|
$7.46M
|
+$931K
|
+28,381
|
+14%
|
|
|
5
|
Acima Private Wealth
Richmond,
Virginia
|
$5.87M
|
+$5.84M
|
+178,061
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.76M
|
+$846K
|
+25,800
|
+17%
|
|
|
7
|
|
$4.81M
|
+$1.37M
|
+41,800
|
+40%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.71M
|
-$62.5K
|
-1,907
|
-1%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.32M
|
+$1.01M
|
+30,938
|
+31%
|
|
|
10
|
KWMG LLC
Overland Park,
Kansas
|
$3.38M
|
+$96.9K
|
+2,956
|
+3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.28M
|
+$523K
|
+15,962
|
+19%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$3.18M
|
+$290K
|
+8,851
|
+10%
|
|
|
13
|
Omega Financial Group
Santa Barbara,
California
|
$3.03M
|
+$3.01M
|
+91,889
|
New
|
|
|
14
|
BNP Paribas Financial Markets
Paris,
France
|
$2.45M
|
-$667K
|
-20,350
|
-21%
|
|
|
15
|
Windsor Capital Management
Phoenix,
Arizona
|
$2.39M
|
-$405K
|
-12,365
|
-15%
|
|
|
16
|
Trilogy Capital
Irvine,
California
|
$1.99M
|
+$906K
|
+27,642
|
+84%
|
|
|
17
|
|
$1.96M
|
+$787
|
+24
|
+0%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$1.39M
|
+$367K
|
+11,206
|
+79%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.25M
|
-$2.4M
|
-73,168
|
-66%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.14M
|
-$18.6K
|
-568
|
-2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$976K
|
-$143K
|
-4,372
|
-13%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$927K
|
+$238K
|
+7,246
|
+35%
|
|
|
23
|
Leuthold Group
Minneapolis,
Minnesota
|
$923K
|
-$255K
|
-7,779
|
-22%
|
|
|
24
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$805K
|
-$103K
|
-3,146
|
-11%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$780K
|
+$777K
|
+23,688
|
New
|
|
