|
1
|
|
$586M
|
+$60.5M
|
+1,083,486
|
+12%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$352M
|
+$2.13M
|
+38,195
|
+0.6%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$141M
|
-$25.2M
|
-451,723
|
-15%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.1M
|
+$8.58M
|
+153,622
|
+23%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$38.5M
|
+$3.91M
|
+70,007
|
+11%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$33.6M
|
-$3.29M
|
-58,876
|
-9%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$25.8M
|
-$58.7K
|
-1,050
|
-0.2%
|
|
|
8
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$23.7M
|
+$5.29M
|
+94,667
|
+29%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$21M
|
+$2.47M
|
+44,134
|
+13%
|
|
|
10
|
Pure Financial Advisors
San Diego,
California
|
$19.4M
|
-$657K
|
-11,757
|
-3%
|
|
|
11
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$18.9M
|
+$1.19M
|
+21,350
|
+7%
|
|
|
12
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$18.9M
|
+$1.91M
|
+34,255
|
+11%
|
|
|
13
|
|
$18.9M
|
+$346K
|
+6,200
|
+2%
|
|
|
14
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$16.5M
|
+$1.06M
|
+18,912
|
+7%
|
|
|
15
|
Beta Wealth Group
San Diego,
California
|
$15.1M
|
+$15M
|
+268,190
|
New
|
|
|
16
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$14.7M
|
+$1.77M
|
+31,662
|
+14%
|
|
|
17
|
Prudent Investors Network
Lake Forest,
California
|
$13.7M
|
+$101K
|
+1,799
|
+0.7%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.6M
|
–
|
–
|
–
|
|
|
19
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$13.2M
|
+$715K
|
+12,790
|
+6%
|
|
|
20
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$12.8M
|
+$12.8M
|
+228,353
|
New
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.7M
|
+$551K
|
+9,863
|
+5%
|
|
|
22
|
Compton Financial Group
Towson,
Maryland
|
$11.2M
|
+$11.3M
|
+201,550
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$286K
|
+5,113
|
+3%
|
|
|
24
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$11.1M
|
+$11.1M
|
+197,866
|
New
|
|
|
25
|
|
$10.6M
|
-$1.79M
|
-31,979
|
-14%
|
|
