|
1
|
State Street
Boston,
Massachusetts
|
$33.6M
|
+$30.3M
|
+855,359
|
+957%
|
|
|
2
|
|
$18.2M
|
+$15.8M
|
+445,549
|
+680%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.7M
|
+$1.67M
|
+46,997
|
+17%
|
|
|
4
|
Checchi Capital Advisers
Beverly Hills,
California
|
$10.9M
|
+$294K
|
+8,286
|
+3%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.48M
|
+$9.45M
|
+266,413
|
New
|
|
|
6
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.27M
|
+$9.24M
|
+260,346
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.26M
|
+$5.1M
|
+143,624
|
+123%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.31M
|
+$1.53M
|
+43,017
|
+27%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.68M
|
+$5.81M
|
+163,771
|
+684%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.42M
|
+$29.2K
|
+822
|
+0.5%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.4M
|
-$336K
|
-9,464
|
-5%
|
|
|
12
|
Tempus Wealth Planning
Irvine,
California
|
$6.06M
|
+$37.7K
|
+1,062
|
+0.6%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.45M
|
+$128K
|
+3,614
|
+2%
|
|
|
14
|
Leuthold Group
Minneapolis,
Minnesota
|
$4.89M
|
+$1.37M
|
+38,579
|
+39%
|
|
|
15
|
Ziegler Capital Management
Chicago,
Illinois
|
$2.91M
|
–
|
–
|
–
|
|
|
16
|
|
$2.62M
|
+$230K
|
+6,478
|
+10%
|
|
|
17
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.56M
|
+$6.74K
|
+190
|
+0.3%
|
|
|
18
|
Omega Financial Group
Santa Barbara,
California
|
$2.24M
|
-$18.6K
|
-523
|
-0.8%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$2.15M
|
+$481K
|
+13,567
|
+29%
|
|
|
20
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$2.1M
|
-$152K
|
-4,284
|
-7%
|
|
|
21
|
First Trust Advisors
Wheaton,
Illinois
|
$1.63M
|
+$1.63M
|
+45,889
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.63M
|
+$229K
|
+6,455
|
+16%
|
|
|
23
|
|
$1.62M
|
+$165K
|
+4,653
|
+11%
|
|
|
24
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.51M
|
+$307K
|
+8,642
|
+26%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.41M
|
+$1.4M
|
+39,592
|
New
|
|
