|
1
|
|
$764M
|
-$8.16M
|
-153,501
|
-0.9%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$288M
|
+$345M
|
+6,488,646
|
New
|
|
|
3
|
|
$63.8M
|
+$40.4M
|
+759,903
|
+112%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$41.1M
|
-$26.8M
|
-504,625
|
-35%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$41M
|
+$22.2M
|
+417,440
|
+82%
|
|
|
6
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$39.3M
|
+$47.2M
|
+887,233
|
New
|
|
|
7
|
FDx Advisors
Chicago,
Illinois
|
$29.1M
|
-$2.41M
|
-45,373
|
-6%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$28.3M
|
+$9.47M
|
+178,177
|
+39%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.6M
|
+$7.04M
|
+132,460
|
+30%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
+$1.34M
|
+25,225
|
+5%
|
|
|
11
|
|
$20.2M
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
-$718K
|
-13,511
|
-4%
|
|
|
13
|
Clarius Group LLC
Seattle,
Washington
|
$15.7M
|
+$8.08M
|
+152,003
|
+75%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
+$11.3M
|
+212,871
|
+173%
|
|
|
15
|
Cantor Fitzgerald Investment Advisors
New York
|
$13.9M
|
+$16.7M
|
+314,314
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$5.68M
|
+106,878
|
+53%
|
|
|
17
|
First Allied Advisory Services
San Diego,
California
|
$12.3M
|
+$791K
|
+14,873
|
+6%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.2M
|
-$18.7M
|
-352,057
|
-56%
|
|
|
19
|
Paracle Advisors
Mercer Island,
Washington
|
$11.9M
|
+$14.2M
|
+267,546
|
New
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
$11.5M
|
+$786K
|
+14,773
|
+6%
|
|
|
21
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$9.2M
|
+$10M
|
+188,138
|
+961%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$8.98M
|
+$10.6M
|
+198,664
|
+4,982%
|
|
|
23
|
|
$8.49M
|
+$4.59M
|
+86,337
|
+82%
|
|
|
24
|
Wealthsimple US
Brooklyn,
New York
|
$8.12M
|
-$307K
|
-5,779
|
-3%
|
|
|
25
|
AdvicePeriod
Los Angeles,
California
|
$7.76M
|
+$7.13M
|
+134,133
|
+327%
|
|
