|
1
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$15.5M
|
+$680K
|
+20,339
|
+5%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.3M
|
+$521K
|
+15,592
|
+4%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$8.53M
|
+$284K
|
+8,513
|
+4%
|
|
|
4
|
Acima Private Wealth
Richmond,
Virginia
|
$7.11M
|
+$441K
|
+13,195
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.68M
|
+$1.54M
|
+46,019
|
+31%
|
|
|
6
|
|
$5.02M
|
-$373K
|
-11,169
|
-7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.96M
|
+$69.1K
|
+2,067
|
+1%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.63M
|
+$626K
|
+18,746
|
+16%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.76M
|
+$191K
|
+5,723
|
+5%
|
|
|
10
|
KWMG LLC
Overland Park,
Kansas
|
$3.74M
|
+$43.4K
|
+1,300
|
+1%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$3.35M
|
+$32.8K
|
+983
|
+1%
|
|
|
12
|
Omega Financial Group
Santa Barbara,
California
|
$3.22M
|
+$38.8K
|
+1,161
|
+1%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.78M
|
+$1.41M
|
+42,292
|
+107%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.2M
|
-$9.76K
|
-292
|
-0.8%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.13M
|
-$32.3K
|
-966
|
-3%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$559K
|
+$41.5K
|
+1,241
|
+8%
|
|
|
17
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$551K
|
+$539K
|
+16,118
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$496K
|
-$87.1K
|
-2,606
|
-15%
|
|
|
19
|
|
$494K
|
-$9.81M
|
-293,741
|
-95%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$481K
|
+$204K
|
+6,112
|
+77%
|
|
|
21
|
LifePlan Financial Group
Dayton,
Ohio
|
$366K
|
-$42.4K
|
-1,270
|
-11%
|
|
|
22
|
Cambridge Advisors
Omaha,
Nebraska
|
$356K
|
–
|
–
|
–
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$352K
|
+$11.9K
|
+357
|
+4%
|
|
|
24
|
Opes Wealth Management
Menlo Park,
California
|
$348K
|
+$8.45K
|
+253
|
+3%
|
|
|
25
|
Rathbones Group
Liverpool,
United Kingdom
|
$348K
|
+$340K
|
+10,190
|
New
|
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