|
1
|
Checchi Capital Advisers
Beverly Hills,
California
|
$11.6M
|
-$1.25M
|
-35,818
|
-10%
|
|
|
2
|
|
$9.13M
|
+$5.21M
|
+149,542
|
+131%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.88M
|
-$3.02M
|
-86,664
|
-25%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.49M
|
+$883K
|
+25,326
|
+16%
|
|
|
5
|
Rathbones Group
Liverpool,
United Kingdom
|
$4.28M
|
+$157K
|
+4,505
|
+4%
|
|
|
6
|
Leuthold Group
Minneapolis,
Minnesota
|
$4.2M
|
-$9.69K
|
-278
|
-0.2%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$4.19M
|
+$3.21M
|
+91,988
|
+315%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.1M
|
-$187K
|
-5,377
|
-4%
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.52M
|
+$3.55M
|
+101,796
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.4M
|
-$872K
|
-25,025
|
-20%
|
|
|
11
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.95M
|
+$952K
|
+27,316
|
+47%
|
|
|
12
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$2.88M
|
+$41.3K
|
+1,186
|
+1%
|
|
|
13
|
Ziegler Capital Management
Chicago,
Illinois
|
$2.82M
|
–
|
–
|
–
|
|
|
14
|
Tempus Wealth Planning
Irvine,
California
|
$2.22M
|
-$1.74K
|
-50
|
-0.1%
|
|
|
15
|
|
$1.95M
|
+$457K
|
+13,113
|
+30%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$1.85M
|
-$107K
|
-3,063
|
-5%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.75M
|
-$32.5K
|
-932
|
-2%
|
|
|
18
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.73M
|
+$384K
|
+11,023
|
+28%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$1.57M
|
+$5.65K
|
+162
|
+0.4%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$1.47M
|
+$99.2K
|
+2,845
|
+7%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.42M
|
-$574K
|
-16,476
|
-29%
|
|
|
22
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.14M
|
+$32.8K
|
+942
|
+3%
|
|
|
23
|
Krilogy Financial
St. Louis,
Missouri
|
$1.13M
|
+$18.2K
|
+523
|
+2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.09M
|
-$10.9M
|
-312,971
|
-91%
|
|
|
25
|
Omega Financial Group
Santa Barbara,
California
|
$1.03M
|
-$311K
|
-8,931
|
-23%
|
|
