|
1
|
Checchi Capital Advisers
Beverly Hills,
California
|
$10.1M
|
-$169K
|
-5,181
|
-2%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.74M
|
+$1.43M
|
+43,902
|
+19%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.37M
|
+$422K
|
+12,979
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$6.04M
|
+$300K
|
+9,221
|
+5%
|
|
|
5
|
Tempus Wealth Planning
Irvine,
California
|
$5.68M
|
+$97.9K
|
+3,008
|
+2%
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.45M
|
-$2.34M
|
-71,844
|
-31%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.03M
|
+$4.86M
|
+149,509
|
New
|
|
|
8
|
Acima Private Wealth
Richmond,
Virginia
|
$4.78M
|
-$490K
|
-15,076
|
-10%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.92M
|
+$1.58M
|
+48,538
|
+71%
|
|
|
10
|
Leuthold Group
Minneapolis,
Minnesota
|
$3.32M
|
+$1.19M
|
+36,464
|
+58%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$3M
|
+$149K
|
+4,572
|
+5%
|
|
|
12
|
Ziegler Capital Management
Chicago,
Illinois
|
$2.75M
|
–
|
–
|
–
|
|
|
13
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.41M
|
+$2.33M
|
+71,670
|
New
|
|
|
14
|
|
$2.26M
|
+$287K
|
+8,813
|
+15%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$2.25M
|
-$2.59M
|
-79,665
|
-54%
|
|
|
16
|
|
$2.2M
|
-$10.8M
|
-331,125
|
-83%
|
|
|
17
|
Omega Financial Group
Santa Barbara,
California
|
$2.13M
|
-$136K
|
-4,166
|
-6%
|
|
|
18
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$2.13M
|
+$2.06M
|
+63,404
|
New
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$1.58M
|
+$1.53M
|
+46,881
|
New
|
|
|
20
|
Prudential plc
London, England,
United Kingdom
|
$1.54M
|
+$1.49M
|
+45,811
|
New
|
|
|
21
|
|
$1.38M
|
+$241K
|
+7,407
|
+22%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.32M
|
+$172K
|
+5,278
|
+15%
|
|
|
23
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.14M
|
+$404K
|
+12,418
|
+58%
|
|
|
24
|
55I LLC
Boston,
Massachusetts
|
$986K
|
+$167K
|
+5,125
|
+21%
|
|
|
25
|
Krilogy Financial
St. Louis,
Missouri
|
$866K
|
+$165K
|
+5,067
|
+24%
|
|
