|
1
|
|
$327M
|
+$102M
|
+1,964,758
|
+46%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$41.9M
|
+$15.7M
|
+300,803
|
+58%
|
|
|
3
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$34.8M
|
+$34.8M
|
+666,872
|
New
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$26.5M
|
+$11.7M
|
+225,325
|
+80%
|
|
|
5
|
|
$14.6M
|
+$14.6M
|
+280,000
|
New
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$13.8M
|
+$275K
|
+5,271
|
+2%
|
|
|
7
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$11.6M
|
-$2.9M
|
-55,596
|
-20%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$9.63M
|
+$4.65M
|
+89,174
|
+94%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.96M
|
+$936K
|
+17,953
|
+12%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.61M
|
+$6.36M
|
+122,054
|
+284%
|
|
|
11
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$8.05M
|
+$2.29M
|
+43,982
|
+40%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$8.04M
|
-$1.47M
|
-28,236
|
-15%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.38M
|
+$3.41M
|
+65,413
|
+86%
|
|
|
14
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$6.84M
|
-$6.01M
|
-115,266
|
-47%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$5.92M
|
+$5.89M
|
+112,974
|
New
|
|
|
16
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.48M
|
+$5.43M
|
+104,230
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.24M
|
+$4.18M
|
+80,200
|
+398%
|
|
|
18
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.96M
|
+$4.95M
|
+95,000
|
New
|
|
|
19
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$4.52M
|
-$17.6K
|
-337
|
-0.4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$4.13M
|
+$1.98M
|
+38,037
|
+92%
|
|
|
21
|
Securian Asset Management
St Paul,
Minnesota
|
$4.11M
|
+$4.11M
|
+78,805
|
New
|
|
|
22
|
Vicus Capital
State College,
Pennsylvania
|
$3.94M
|
-$1.74M
|
-33,316
|
-31%
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$3.86M
|
+$4.48K
|
+86
|
+0.1%
|
|
|
24
|
Appleton Partners
Boston,
Massachusetts
|
$3.76M
|
-$301K
|
-5,775
|
-7%
|
|
|
25
|
|
$3.7M
|
+$2.01M
|
+38,563
|
+119%
|
|
