|
1
|
|
$940M
|
+$4.77M
|
+88,268
|
+0.5%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$392M
|
-$11.6M
|
-214,013
|
-3%
|
|
|
3
|
|
$82.1M
|
+$74.1K
|
+1,373
|
+0.1%
|
|
|
4
|
TFC Financial Management
Boston,
Massachusetts
|
$53.3M
|
+$53.3M
|
+987,038
|
New
|
|
|
5
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$50.5M
|
+$493K
|
+9,136
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$47.9M
|
+$4.78M
|
+88,568
|
+11%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$47M
|
+$7.13M
|
+132,077
|
+18%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.3M
|
-$1.28M
|
-23,747
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$41M
|
+$16.4M
|
+304,030
|
+67%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$38.8M
|
+$808K
|
+14,966
|
+2%
|
|
|
11
|
FDx Advisors
Chicago,
Illinois
|
$32.3M
|
-$2.36M
|
-43,634
|
-7%
|
|
|
12
|
|
$27.1M
|
+$21M
|
+389,028
|
+341%
|
|
|
13
|
Clarius Group LLC
Seattle,
Washington
|
$23.4M
|
+$437K
|
+8,090
|
+2%
|
|
|
14
|
|
$23M
|
–
|
–
|
–
|
|
|
15
|
Clear Creek Financial Management
Silverdale,
Washington
|
$21.6M
|
+$21.6M
|
+400,204
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.5M
|
+$1.63M
|
+30,128
|
+9%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
-$579K
|
-10,721
|
-3%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$14.3M
|
+$3.24M
|
+59,990
|
+29%
|
|
|
19
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$14M
|
+$14M
|
+259,892
|
New
|
|
|
20
|
Paracle Advisors
Mercer Island,
Washington
|
$13.1M
|
-$41.7K
|
-772
|
-0.3%
|
|
|
21
|
Wealthsimple US
Brooklyn,
New York
|
$12.8M
|
+$2.45M
|
+45,341
|
+24%
|
|
|
22
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$12M
|
+$199K
|
+3,689
|
+2%
|
|
|
23
|
Cantor Fitzgerald Investment Advisors
New York
|
$10.8M
|
-$36.1K
|
-668
|
-0.3%
|
|
|
24
|
AdvicePeriod
Los Angeles,
California
|
$10.8M
|
-$269K
|
-4,975
|
-2%
|
|
|
25
|
Flow Traders U.S.
New York
|
$10.6M
|
+$8M
|
+148,128
|
+305%
|
|
