|
1
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$1.15M
|
+31,008
|
+8%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.3M
|
+$1.36M
|
+36,777
|
+10%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$11.9M
|
+$258K
|
+6,983
|
+2%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.9M
|
+$457K
|
+12,348
|
+4%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.6M
|
+$1.85M
|
+50,123
|
+20%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.48M
|
-$2.02M
|
-54,669
|
-17%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.66M
|
-$308K
|
-8,320
|
-3%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.86M
|
+$233K
|
+6,304
|
+4%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$5.65M
|
+$4.25M
|
+114,999
|
+270%
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$5.4M
|
+$5.57M
|
+150,720
|
New
|
|
|
11
|
|
$4.79M
|
-$33.4K
|
-903
|
-0.7%
|
|
|
12
|
Leuthold Group
Minneapolis,
Minnesota
|
$4.66M
|
+$22.4K
|
+606
|
+0.5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$4.56M
|
-$1.75M
|
-47,267
|
-27%
|
|
|
14
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.34M
|
+$893K
|
+24,145
|
+35%
|
|
|
15
|
Ziegler Capital Management
Chicago,
Illinois
|
$2.92M
|
+$136K
|
+3,684
|
+5%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.69M
|
+$121K
|
+3,259
|
+5%
|
|
|
17
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$2.52M
|
+$403K
|
+10,906
|
+19%
|
|
|
18
|
Tempus Wealth Planning
Irvine,
California
|
$2.49M
|
-$3.63M
|
-98,217
|
-59%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$2.41M
|
-$641K
|
-17,338
|
-20%
|
|
|
20
|
Omega Financial Group
Santa Barbara,
California
|
$2.25M
|
-$7.47K
|
-202
|
-0.3%
|
|
|
21
|
|
$1.87M
|
-$944K
|
-25,521
|
-33%
|
|
|
22
|
First Trust Advisors
Wheaton,
Illinois
|
$1.82M
|
+$260K
|
+7,040
|
+16%
|
|
|
23
|
State Street
Boston,
Massachusetts
|
$1.81M
|
-$30.1M
|
-813,510
|
-94%
|
|
|
24
|
|
$1.68M
|
+$592
|
+16
|
+0%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.65M
|
+$197K
|
+5,318
|
+13%
|
|
