|
1
|
Wealthsimple
Toronto,
Ontario, Canada
|
$221M
|
+$214M
|
+5,743,549
|
New
|
|
|
2
|
3EDGE Asset Management
Naples,
Florida
|
$213M
|
+$8.97M
|
+240,272
|
+5%
|
|
|
3
|
Tidal Investments
Milwaukee,
Wisconsin
|
$166M
|
-$8.16M
|
-218,489
|
-5%
|
|
|
4
|
RGT Wealth Advisors
Dallas,
Texas
|
$156M
|
+$2.31M
|
+61,745
|
+2%
|
|
|
5
|
Evoke Wealth
Los Angeles,
California
|
$138M
|
+$5.3M
|
+141,896
|
+4%
|
|
|
6
|
|
$114M
|
-$594K
|
-15,914
|
-0.5%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$108M
|
+$78.7M
|
+2,108,443
|
+297%
|
|
|
8
|
Congress Wealth Management
Boston,
Massachusetts
|
$70.4M
|
+$15.1M
|
+403,165
|
+28%
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$66.3M
|
+$3.77M
|
+100,855
|
+6%
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$60.1M
|
-$57.6M
|
-1,542,018
|
-50%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$59.8M
|
+$1.18M
|
+31,735
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$47.9M
|
-$15M
|
-402,291
|
-24%
|
|
|
13
|
Bank of New York Mellon
New York
|
$47.9M
|
-$2.33M
|
-62,427
|
-5%
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$42.7M
|
-$302K
|
-8,099
|
-0.7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39M
|
+$11.5M
|
+307,640
|
+44%
|
|
|
16
|
Strategic Financial Services
Utica,
New York
|
$38M
|
-$1.57M
|
-42,064
|
-4%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.4M
|
+$24.7M
|
+662,722
|
+257%
|
|
|
18
|
American Investment Services
Great Barrington,
Massachusetts
|
$33.4M
|
-$30.2K
|
-810
|
-0.1%
|
|
|
19
|
Hollow Brook Wealth Management
Katonah,
New York
|
$33.3M
|
+$1.74M
|
+46,529
|
+6%
|
|
|
20
|
|
$32.6M
|
+$4.29M
|
+114,833
|
+16%
|
|
|
21
|
Richard C. Young & Co
Newport,
Rhode Island
|
$32.4M
|
+$853K
|
+22,833
|
+3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$29.2M
|
+$6.77M
|
+181,226
|
+31%
|
|
|
23
|
Capital Planning Advisors
Roseville,
California
|
$27.9M
|
+$1.08M
|
+28,814
|
+4%
|
|
|
24
|
PFS Investments
Duluth,
Georgia
|
$24.9M
|
-$4.09M
|
-109,510
|
-14%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.6M
|
+$638K
|
+17,078
|
+3%
|
|
