|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$263M
|
+$19.5M
|
+312,558
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$45.6M
|
-$1.1M
|
-17,649
|
-2%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$39.4M
|
-$1.38M
|
-22,037
|
-3%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$33M
|
+$34.2M
|
+547,116
|
New
|
|
|
5
|
Lenox Wealth Advisors
New York
|
$33M
|
+$497K
|
+7,945
|
+1%
|
|
|
6
|
|
$30.6M
|
-$1.28M
|
-20,408
|
-4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.9M
|
+$1.33M
|
+21,324
|
+5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$20.8M
|
+$538K
|
+8,596
|
+3%
|
|
|
9
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$20.1M
|
+$20M
|
+319,898
|
New
|
|
|
10
|
RVW Wealth
Los Angeles,
California
|
$15M
|
+$664K
|
+10,613
|
+4%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$14.7M
|
-$848K
|
-13,566
|
-5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
+$2.3M
|
+36,788
|
+22%
|
|
|
13
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$12.3M
|
-$290K
|
-4,636
|
-2%
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$11.4M
|
-$2.26M
|
-36,130
|
-16%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$585K
|
+9,355
|
+5%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.2M
|
+$423K
|
+6,767
|
+4%
|
|
|
17
|
Day & Ennis
Macon,
Georgia
|
$7.55M
|
+$30.9K
|
+494
|
+0.4%
|
|
|
18
|
Sterneck Capital Management
Kansas City,
Missouri
|
$7.29M
|
+$52.5K
|
+839
|
+0.7%
|
|
|
19
|
LexAurum Advisors
Overland Park,
Kansas
|
$6.28M
|
+$182K
|
+2,911
|
+3%
|
|
|
20
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$5.8M
|
-$417K
|
-6,660
|
-6%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$5.58M
|
+$2K
|
+32
|
+0%
|
|
|
22
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$4.96M
|
+$596K
|
+9,535
|
+13%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$4.44M
|
+$899K
|
+14,375
|
+24%
|
|
|
24
|
|
$3.69M
|
+$3.83M
|
+61,165
|
New
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$3.4M
|
+$986K
|
+15,768
|
+39%
|
|
