|
1
|
Checchi Capital Advisers
Beverly Hills,
California
|
$13.1M
|
+$309K
|
+8,522
|
+2%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.2M
|
-$4.2M
|
-115,627
|
-25%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.1M
|
+$369K
|
+10,176
|
+3%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.73M
|
+$477K
|
+13,154
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.38M
|
-$68.7K
|
-1,894
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.36M
|
-$3.83M
|
-105,646
|
-46%
|
|
|
7
|
Leuthold Group
Minneapolis,
Minnesota
|
$4.29M
|
-$35.5K
|
-979
|
-0.8%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$4.21M
|
+$460K
|
+12,685
|
+12%
|
|
|
9
|
|
$4.04M
|
-$9.8M
|
-270,021
|
-70%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.94M
|
-$555K
|
-15,289
|
-12%
|
|
|
11
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$2.9M
|
+$189K
|
+5,217
|
+7%
|
|
|
12
|
Ziegler Capital Management
Chicago,
Illinois
|
$2.88M
|
–
|
–
|
–
|
|
|
13
|
Tempus Wealth Planning
Irvine,
California
|
$2.27M
|
-$438K
|
-12,080
|
-16%
|
|
|
14
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.05M
|
+$269K
|
+7,409
|
+15%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.03M
|
-$844K
|
-23,246
|
-29%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$1.99M
|
+$275K
|
+7,582
|
+16%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.81M
|
+$64.7K
|
+1,783
|
+4%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$1.6M
|
+$12.9K
|
+355
|
+0.8%
|
|
|
19
|
|
$1.53M
|
-$1.29M
|
-35,508
|
-45%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$1.4M
|
+$61.7K
|
+1,700
|
+4%
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.38M
|
+$736K
|
+20,290
|
+108%
|
|
|
22
|
Omega Financial Group
Santa Barbara,
California
|
$1.36M
|
-$541K
|
-14,915
|
-28%
|
|
|
23
|
Krilogy Financial
St. Louis,
Missouri
|
$1.14M
|
-$176K
|
-4,848
|
-13%
|
|
|
24
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.13M
|
+$218K
|
+5,996
|
+23%
|
|
|
25
|
State Street
Boston,
Massachusetts
|
$1.03M
|
+$80K
|
+2,205
|
+8%
|
|
