|
1
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$15.2M
|
+$46.2K
|
+1,363
|
+0.3%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.1M
|
+$886K
|
+26,163
|
+7%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$8.5M
|
+$190K
|
+5,610
|
+2%
|
|
|
4
|
Acima Private Wealth
Richmond,
Virginia
|
$6.83M
|
-$95.8K
|
-2,830
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.18M
|
-$334K
|
-9,855
|
-5%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.04M
|
+$536K
|
+15,827
|
+12%
|
|
|
7
|
|
$4.87M
|
-$21.1K
|
-622
|
-0.4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.7M
|
-$133K
|
-3,933
|
-3%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.42M
|
+$768K
|
+22,669
|
+21%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.71M
|
+$1.01M
|
+29,781
|
+36%
|
|
|
11
|
Omega Financial Group
Santa Barbara,
California
|
$3.18M
|
+$45.2K
|
+1,335
|
+1%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$3.08M
|
-$178K
|
-5,258
|
-5%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
+$1.21M
|
+35,736
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
-$31K
|
-915
|
-3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.04M
|
-$58K
|
-1,714
|
-5%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$660K
|
+$118K
|
+3,473
|
+21%
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$655K
|
+$190K
|
+5,601
|
+40%
|
|
|
18
|
|
$617K
|
+$138K
|
+4,089
|
+28%
|
|
|
19
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$557K
|
+$20.3K
|
+599
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$555K
|
+$73.2K
|
+2,163
|
+15%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$550K
|
+$560K
|
+16,531
|
New
|
|
|
22
|
Rathbones Group
Liverpool,
United Kingdom
|
$469K
|
+$131K
|
+3,882
|
+38%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$414K
|
+$93.3K
|
+2,756
|
+28%
|
|
|
24
|
Opes Wealth Management
Menlo Park,
California
|
$378K
|
+$39.9K
|
+1,177
|
+12%
|
|
|
25
|
LifePlan Financial Group
Dayton,
Ohio
|
$358K
|
+$1.69K
|
+50
|
+0.5%
|
|
