|
1
|
Checchi Capital Advisers
Beverly Hills,
California
|
$33.5M
|
+$15.4M
|
+534,847
|
+89%
|
|
|
2
|
Lodestar Private Asset Management
Alamo,
California
|
$10.3M
|
+$125K
|
+4,328
|
+1%
|
|
|
3
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$7.13M
|
+$3.05M
|
+105,934
|
+78%
|
|
|
4
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$6.7M
|
+$431K
|
+14,947
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.38M
|
+$1.03M
|
+35,730
|
+20%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$5.43M
|
+$548
|
+19
|
+0%
|
|
|
7
|
|
$4.6M
|
-$2.27M
|
-78,748
|
-34%
|
|
|
8
|
Leuthold Group
Minneapolis,
Minnesota
|
$4.05M
|
-$1.16M
|
-40,252
|
-23%
|
|
|
9
|
LAM Group
Lake Oswego,
Oregon
|
$3.95M
|
+$2.95M
|
+102,505
|
+326%
|
|
|
10
|
Idaho Trust Bank
Boise,
Idaho
|
$3.85M
|
-$1.21M
|
-42,148
|
-24%
|
|
|
11
|
|
$3.46M
|
+$110K
|
+3,807
|
+3%
|
|
|
12
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.25M
|
-$3.89K
|
-135
|
-0.1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.64M
|
-$2.65M
|
-91,973
|
-51%
|
|
|
14
|
Guggenheim Capital
Chicago,
Illinois
|
$2.45M
|
-$668K
|
-23,173
|
-22%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.45M
|
-$2.28M
|
-79,271
|
-49%
|
|
|
16
|
|
$1.68M
|
-$2.19M
|
-76,075
|
-57%
|
|
|
17
|
|
$1.46M
|
+$39.9K
|
+1,383
|
+3%
|
|
|
18
|
Fisher Asset Management
Camas,
Washington
|
$1.36M
|
–
|
–
|
–
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$1.29M
|
+$34.5K
|
+1,196
|
+3%
|
|
|
20
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.16M
|
+$36.8K
|
+1,276
|
+3%
|
|
|
21
|
Sykon Capital
Harrison,
New York
|
$1.15M
|
+$1.12M
|
+38,985
|
New
|
|
|
22
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.08M
|
+$51.1K
|
+1,773
|
+5%
|
|
|
23
|
F/M Investments
Washington,
District of Columbia
|
$1.05M
|
–
|
–
|
–
|
|
|
24
|
Tempus Wealth Planning
Irvine,
California
|
$1.01M
|
-$63.6K
|
-2,206
|
-6%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$710K
|
-$2.35M
|
-81,564
|
-77%
|
|
