|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$361M
|
+$27.7M
|
+589,164
|
+9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$37.4M
|
-$4.82M
|
-102,492
|
-12%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$37M
|
+$1.05M
|
+22,269
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
-$1.72M
|
-36,665
|
-8%
|
|
|
5
|
Cerity Partners OCIO
New York
|
$16.2M
|
-$958K
|
-20,359
|
-6%
|
|
|
6
|
|
$16M
|
-$1.78M
|
-37,904
|
-10%
|
|
|
7
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$9.15M
|
-$503K
|
-10,704
|
-5%
|
|
|
8
|
|
$7.49M
|
-$2.02M
|
-42,974
|
-22%
|
|
|
9
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$5.76M
|
+$381K
|
+8,101
|
+7%
|
|
|
10
|
Sterneck Capital Management
Kansas City,
Missouri
|
$5.6M
|
-$54.3K
|
-1,154
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.44M
|
-$828K
|
-17,612
|
-14%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$5.42M
|
+$4.02M
|
+85,500
|
+348%
|
|
|
13
|
GW & Wade
Wellesley,
Massachusetts
|
$5.25M
|
+$1.13M
|
+24,089
|
+29%
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$5.22M
|
-$1.67M
|
-35,542
|
-25%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.75M
|
-$2.07M
|
-44,104
|
-31%
|
|
|
16
|
Day & Ennis
Macon,
Georgia
|
$4.51M
|
-$724K
|
-15,399
|
-14%
|
|
|
17
|
LexAurum Advisors
Overland Park,
Kansas
|
$3.83M
|
+$108K
|
+2,292
|
+3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.66M
|
-$600K
|
-12,752
|
-15%
|
|
|
19
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.36M
|
+$140K
|
+2,981
|
+7%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$2.34M
|
-$22.5K
|
-479
|
-1%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.01M
|
+$357K
|
+7,594
|
+23%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.99M
|
-$79.6K
|
-1,693
|
-4%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.95M
|
-$397K
|
-8,447
|
-18%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.77M
|
-$515K
|
-10,950
|
-23%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.68M
|
-$201K
|
-4,282
|
-11%
|
|
