|
1
|
|
$462M
|
+$63.4M
|
+1,147,513
|
+16%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$349M
|
-$53.3M
|
-965,264
|
-13%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$152M
|
+$9.78M
|
+176,947
|
+7%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$39.8M
|
+$2.81M
|
+50,853
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.5M
|
+$4.18M
|
+75,607
|
+14%
|
|
|
6
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$32.4M
|
+$21.8M
|
+394,599
|
+210%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$24.1M
|
-$652K
|
-11,795
|
-3%
|
|
|
8
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$22.5M
|
+$3.32M
|
+60,025
|
+17%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$22M
|
-$5.2M
|
-94,041
|
-19%
|
|
|
10
|
Pure Financial Advisors
San Diego,
California
|
$20.2M
|
+$648K
|
+11,730
|
+3%
|
|
|
11
|
|
$17.8M
|
-$613K
|
-11,100
|
-3%
|
|
|
12
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$17.2M
|
+$202K
|
+3,658
|
+1%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.7M
|
+$112K
|
+2,019
|
+0.7%
|
|
|
14
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$15.8M
|
+$15.6M
|
+283,191
|
New
|
|
|
15
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$14.7M
|
+$773K
|
+13,995
|
+6%
|
|
|
16
|
Prudent Investors Network
Lake Forest,
California
|
$13.2M
|
+$3.55M
|
+64,267
|
+37%
|
|
|
17
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$12.3M
|
+$8.11M
|
+146,779
|
+199%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
+$1.88M
|
+34,046
|
+21%
|
|
|
19
|
Karp Capital Management
Sausalito,
California
|
$10.4M
|
+$1.91M
|
+34,548
|
+23%
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.4M
|
+$1.57M
|
+28,356
|
+18%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$10M
|
+$6.79M
|
+122,894
|
+214%
|
|
|
22
|
|
$9.96M
|
+$2.87M
|
+51,872
|
+41%
|
|
|
23
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$9.6M
|
+$1.32M
|
+23,821
|
+16%
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$9.51M
|
-$1.42M
|
-25,703
|
-13%
|
|
|
25
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$9.18M
|
+$1.05M
|
+18,959
|
+13%
|
|
