|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$169M
|
+$31.5M
|
+666,398
|
+26%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$45.6M
|
-$10.2M
|
-215,190
|
-19%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$37.6M
|
+$4.95M
|
+104,593
|
+16%
|
|
|
4
|
|
$34.3M
|
-$9.42M
|
-199,073
|
-22%
|
|
|
5
|
RiverFront Investment Group
Richmond,
Virginia
|
$28.8M
|
+$27.4K
|
+579
|
+0.1%
|
|
|
6
|
Lenox Wealth Advisors
New York
|
$24.3M
|
+$352K
|
+7,434
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$22.7M
|
-$18.8M
|
-398,207
|
-46%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
-$10.8M
|
-228,428
|
-37%
|
|
|
9
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$18.8M
|
-$13.7M
|
-289,328
|
-43%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$17.5M
|
+$4.88M
|
+103,100
|
+41%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$17.3M
|
+$13.2M
|
+279,922
|
+402%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.5M
|
-$477K
|
-10,090
|
-3%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.8M
|
-$338K
|
-7,138
|
-2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.7M
|
-$448K
|
-9,460
|
-3%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$12.7M
|
+$140K
|
+2,958
|
+1%
|
|
|
16
|
RVW Wealth
Los Angeles,
California
|
$9.71M
|
+$4.78M
|
+101,120
|
+106%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8M
|
+$7.66M
|
+161,885
|
New
|
|
|
18
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$7.94M
|
+$3.63M
|
+76,651
|
+91%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$7.88M
|
-$2.85M
|
-60,206
|
-27%
|
|
|
20
|
DWM Financial Group
Palatine,
Illinois
|
$7.75M
|
+$1.42M
|
+30,020
|
+24%
|
|
|
21
|
Day & Ennis
Macon,
Georgia
|
$6.87M
|
-$75.7K
|
-1,600
|
-1%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$6.18M
|
+$856K
|
+18,099
|
+17%
|
|
|
23
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$5.6M
|
+$2.06M
|
+43,523
|
+67%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.44M
|
+$1.17M
|
+24,701
|
+29%
|
|
|
25
|
Sterneck Capital Management
Kansas City,
Missouri
|
$5.36M
|
-$97.3K
|
-2,057
|
-2%
|
|
