|
1
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$34.3M
|
+$15.2M
|
+638,784
|
+80%
|
|
|
2
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$21.6M
|
-$128K
|
-5,369
|
-0.6%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$20.5M
|
+$247K
|
+10,393
|
+1%
|
|
|
4
|
|
$9.93M
|
+$5.41M
|
+227,419
|
+120%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.42M
|
+$1.02M
|
+42,844
|
+12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.34M
|
+$3.13M
|
+131,567
|
+75%
|
|
|
7
|
1 North Wealth Services
Annapolis,
Maryland
|
$2.65M
|
+$127K
|
+5,320
|
+5%
|
|
|
8
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.56M
|
+$117K
|
+4,906
|
+5%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.41M
|
+$1.41M
|
+59,354
|
New
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.36M
|
+$102K
|
+4,275
|
+8%
|
|
|
11
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.22M
|
+$22.8K
|
+958
|
+2%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$1.04M
|
+$47.1K
|
+1,977
|
+5%
|
|
|
13
|
Nomura Asset Management
Tokyo,
Japan
|
$1.02M
|
–
|
–
|
–
|
|
|
14
|
Fortis Group Advisors
Westwood,
New Jersey
|
$795K
|
+$800K
|
+33,619
|
New
|
|
|
15
|
Guggenheim Capital
Chicago,
Illinois
|
$787K
|
+$351K
|
+14,751
|
+81%
|
|
|
16
|
Dunhill Financial
London,
United Kingdom
|
$763K
|
–
|
–
|
–
|
|
|
17
|
Millington Financial Advisors
Naperville,
Illinois
|
$744K
|
+$66.2K
|
+2,781
|
+10%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$646K
|
+$54K
|
+2,267
|
+9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$568K
|
-$324K
|
-13,627
|
-36%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$506K
|
+$25K
|
+1,050
|
+5%
|
|
|
21
|
Chapman Financial Group
Kailua,
Hawaii
|
$491K
|
+$491K
|
+20,615
|
New
|
|
|
22
|
Vontobel Holding
Zurich,
Switzerland
|
$470K
|
+$8.28K
|
+348
|
+2%
|
|
|
23
|
Plan A Wealth
Lincoln,
Nebraska
|
$425K
|
-$282K
|
-11,845
|
-40%
|
|
|
24
|
VERITY Wealth Advisors
Sausalito,
United States
|
$412K
|
–
|
–
|
–
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$390K
|
+$95
|
+4
|
+0%
|
|
