|
1
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$112M
|
+$107M
|
+3,958,918
|
New
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$97.4M
|
+$20.5M
|
+758,620
|
+28%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$79.5M
|
+$48.5M
|
+1,790,336
|
+174%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$64.5M
|
+$10.4M
|
+382,342
|
+20%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$53.1M
|
-$16.3M
|
-600,458
|
-24%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$29.1M
|
+$7.38M
|
+272,418
|
+36%
|
|
|
7
|
|
$27.2M
|
+$1.21M
|
+44,756
|
+5%
|
|
|
8
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$25.1M
|
+$17.2M
|
+635,064
|
+250%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$21.5M
|
+$1.13M
|
+41,588
|
+6%
|
|
|
10
|
Avantax Planning Partners
Dubuque,
Iowa
|
$21.1M
|
+$17.9M
|
+661,314
|
+757%
|
|
|
11
|
|
$19M
|
+$356K
|
+13,154
|
+2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.3M
|
+$11.8M
|
+436,158
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
-$3.01M
|
-111,256
|
-22%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$10.3M
|
+$9.95M
|
+367,286
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.72M
|
+$4.69M
|
+173,072
|
+101%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.63M
|
+$6.48M
|
+239,424
|
+234%
|
|
|
17
|
SVB Wealth
Boston,
Massachusetts
|
$8.47M
|
+$3.27M
|
+120,686
|
+67%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.15M
|
+$902K
|
+33,322
|
+13%
|
|
|
19
|
Empirical Wealth Management
Seattle,
Washington
|
$7.38M
|
-$1.79K
|
-66
|
-0%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$7.3M
|
+$2.34M
|
+86,266
|
+50%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$6.67M
|
+$1.41M
|
+52,024
|
+28%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.3M
|
+$1.51M
|
+55,864
|
+33%
|
|
|
23
|
Cardan Capital Partners
Denver,
Colorado
|
$6.13M
|
-$32.1K
|
-1,184
|
-0.5%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$5.93M
|
+$595K
|
+21,970
|
+12%
|
|
|
25
|
Riversedge Advisors
Wilmington,
Delaware
|
$5.22M
|
+$1.33M
|
+49,114
|
+36%
|
|
