|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$282M
|
+$39.9M
|
+751,848
|
+15%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$38.6M
|
+$4.01M
|
+75,600
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$37M
|
+$745K
|
+14,038
|
+2%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$27.6M
|
+$30M
|
+566,435
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$23M
|
+$6.4M
|
+120,594
|
+34%
|
|
|
6
|
|
$18.4M
|
-$1.96M
|
-36,897
|
-9%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$14M
|
+$1.97M
|
+37,168
|
+15%
|
|
|
8
|
|
$12.9M
|
-$28.8M
|
-542,926
|
-67%
|
|
|
9
|
GeoWealth Management
Chicago,
Illinois
|
$12.4M
|
+$627K
|
+11,823
|
+5%
|
|
|
10
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$9.38M
|
+$62.4K
|
+1,176
|
+0.6%
|
|
|
11
|
RVW Wealth
Los Angeles,
California
|
$9.07M
|
-$1.58M
|
-29,716
|
-14%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.51M
|
-$1.74M
|
-32,831
|
-18%
|
|
|
13
|
GW & Wade
Wellesley,
Massachusetts
|
$5.56M
|
+$3.07M
|
+57,792
|
+103%
|
|
|
14
|
Day & Ennis
Macon,
Georgia
|
$5.22M
|
-$1.04M
|
-19,607
|
-16%
|
|
|
15
|
Sterneck Capital Management
Kansas City,
Missouri
|
$4.99M
|
-$2.1M
|
-39,576
|
-28%
|
|
|
16
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$4.95M
|
+$397K
|
+7,478
|
+8%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.6M
|
+$456K
|
+8,605
|
+10%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$4.13M
|
-$346K
|
-6,526
|
-7%
|
|
|
19
|
LexAurum Advisors
Overland Park,
Kansas
|
$3.76M
|
+$449K
|
+8,460
|
+12%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.45M
|
-$13.2M
|
-248,350
|
-78%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.44M
|
+$339K
|
+6,388
|
+15%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.38M
|
-$70.6K
|
-1,332
|
-3%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$2.22M
|
+$80.2K
|
+1,513
|
+3%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.18M
|
-$595K
|
-11,216
|
-20%
|
|
|
25
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.15M
|
+$52K
|
+981
|
+2%
|
|
