|
1
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$11.7M
|
+$11.7M
|
+297,930
|
New
|
|
|
2
|
|
$7.34M
|
+$1.33M
|
+33,951
|
+22%
|
|
|
3
|
Clear Investment Research
Alpharetta,
Georgia
|
$6.97M
|
-$60.5K
|
-1,540
|
-0.9%
|
|
|
4
|
Flow Traders U.S.
New York
|
$6.43M
|
+$5.8M
|
+147,728
|
+936%
|
|
|
5
|
|
$5.81M
|
+$4.21M
|
+107,226
|
+265%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.48M
|
+$3.7M
|
+94,304
|
+209%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$4.8M
|
+$159K
|
+4,053
|
+3%
|
|
|
8
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.81M
|
-$212K
|
-5,400
|
-5%
|
|
|
9
|
Strategic Wealth Partners
Independence,
Ohio
|
$3.75M
|
+$3.74M
|
+95,128
|
+23,202%
|
|
|
10
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.13M
|
-$15.7K
|
-399
|
-0.5%
|
|
|
11
|
|
$3.12M
|
+$2.77M
|
+70,453
|
+780%
|
|
|
12
|
|
$2.87M
|
-$1.18M
|
-30,094
|
-29%
|
|
|
13
|
Mosaic Financial Partners
San Francisco,
California
|
$2.69M
|
+$420K
|
+10,696
|
+19%
|
|
|
14
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2.58M
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.96M
|
-$4.82M
|
-122,642
|
-71%
|
|
|
16
|
Paracle Advisors
Mercer Island,
Washington
|
$1.64M
|
-$6.68K
|
-170
|
-0.4%
|
|
|
17
|
|
$1.43M
|
+$57.7K
|
+1,470
|
+4%
|
|
|
18
|
Royal Fund Management
Lady Lake,
Florida
|
$1.28M
|
+$1.04M
|
+26,357
|
+427%
|
|
|
19
|
Lattice Strategies
Wayne,
Pennsylvania
|
$1.1M
|
-$1.23M
|
-31,375
|
-53%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$948K
|
+$739K
|
+18,806
|
+354%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$916K
|
-$3.1K
|
-79
|
-0.3%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$887K
|
+$94.3K
|
+2,400
|
+12%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$877K
|
+$876K
|
+22,307
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$868K
|
-$111K
|
-2,815
|
-11%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$811K
|
–
|
–
|
–
|
|
