|
1
|
Wealthsimple
Toronto,
Ontario, Canada
|
$608M
|
+$593M
|
+5,612,110
|
New
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$292M
|
+$392K
|
+3,712
|
+0.1%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$257M
|
+$5.78M
|
+54,710
|
+2%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$247M
|
+$2.98M
|
+28,217
|
+1%
|
|
|
5
|
|
$220M
|
-$6.87M
|
-64,981
|
-3%
|
|
|
6
|
RGT Wealth Advisors
Dallas,
Texas
|
$209M
|
+$6.55M
|
+61,970
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$200M
|
+$5.04M
|
+47,649
|
+3%
|
|
|
8
|
Liberty Wealth Management
Oakland,
California
|
$159M
|
-$134K
|
-1,265
|
-45%
|
|
|
9
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$157M
|
+$104M
|
+979,581
|
+208%
|
|
|
10
|
Lenox Wealth Advisors
New York
|
$105M
|
+$621K
|
+5,871
|
+0.6%
|
|
|
11
|
|
$75.4M
|
-$2.61M
|
-24,683
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$63.4M
|
+$2.68M
|
+25,379
|
+5%
|
|
|
13
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$56.4M
|
+$55.3M
|
+523,535
|
New
|
|
|
14
|
Symmetry Partners
Glastonbury,
Connecticut
|
$52.5M
|
+$2.25M
|
+21,323
|
+5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$48M
|
+$484K
|
+4,577
|
+1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.3M
|
-$5.45M
|
-51,516
|
-11%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.8M
|
-$241K
|
-2,279
|
-0.5%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$37M
|
+$21M
|
+198,501
|
+138%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$36.6M
|
-$359K
|
-3,392
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.7M
|
+$5.24M
|
+49,542
|
+24%
|
|
|
21
|
Searcy Financial Services
Overland Park,
Kansas
|
$23.4M
|
+$7.73M
|
+73,075
|
+51%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$23M
|
-$231K
|
-2,189
|
-1%
|
|
|
23
|
|
$21.6M
|
+$21.1M
|
+199,838
|
New
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
$21.5M
|
-$601K
|
-5,687
|
-3%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.8M
|
-$875K
|
-8,278
|
-4%
|
|
