|
1
|
Pasadena Private Wealth
Pasadena,
California
|
$31.9M
|
+$32.1M
|
+2,286,833
|
New
|
|
|
2
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$31.1M
|
-$252K
|
-17,993
|
-0.8%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$27.1M
|
–
|
–
|
–
|
|
|
4
|
Carrera Capital Advisors
Troy,
Michigan
|
$24.3M
|
+$17.5M
|
+1,246,995
|
+252%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$19.6M
|
+$1.92M
|
+137,135
|
+11%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$19.3M
|
+$19.1M
|
+1,363,110
|
+8,282%
|
|
|
7
|
CIBC World Market
Toronto,
Ontario, Canada
|
$12.2M
|
+$1.21M
|
+86,595
|
+11%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$10.8M
|
+$5.19M
|
+370,041
|
+92%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.3M
|
-$1.33M
|
-94,838
|
-14%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$7.68M
|
+$2.01M
|
+143,661
|
+32%
|
|
|
11
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$6.61M
|
+$6.64M
|
+473,811
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$5.48M
|
+$201K
|
+14,363
|
+4%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$4.85M
|
+$250K
|
+17,853
|
+5%
|
|
|
14
|
Encompass More Asset Management
Danville,
California
|
$3.91M
|
+$3.93M
|
+280,005
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.72M
|
+$3.25M
|
+231,574
|
+658%
|
|
|
16
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.57M
|
+$2.45M
|
+174,506
|
+215%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.49M
|
+$3.4M
|
+242,634
|
+3,393%
|
|
|
18
|
PMV Capital Advisers
Dallas,
Texas
|
$3.44M
|
+$424K
|
+30,234
|
+14%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.75M
|
+$483K
|
+34,465
|
+21%
|
|
|
20
|
Purpose Unlimited Inc
Toronto,
|
$2.72M
|
+$2.02M
|
+144,159
|
+281%
|
|
|
21
|
Trek Financial
Scottsdale,
Arizona
|
$2.68M
|
+$2.69M
|
+191,973
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.58M
|
+$1.57M
|
+111,795
|
+153%
|
|
|
23
|
|
$2.13M
|
-$413K
|
-29,445
|
-16%
|
|
|
24
|
|
$1.98M
|
-$1.22M
|
-87,171
|
-38%
|
|
|
25
|
Latitude Advisors
Vero Beach,
Florida
|
$1.87M
|
+$725K
|
+51,692
|
+63%
|
|
