|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$50.3M
|
+$4.93K
|
+128
|
+0%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$29.6M
|
+$3.76M
|
+97,528
|
+16%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$27M
|
-$550M
|
-14,267,456
|
-96%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$23.2M
|
+$1.59M
|
+41,181
|
+8%
|
|
|
5
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$19.3M
|
+$6.8M
|
+176,390
|
+61%
|
|
|
6
|
Leuthold Group
Minneapolis,
Minnesota
|
$18M
|
+$4.42M
|
+114,591
|
+36%
|
|
|
7
|
Money Design
Tokyo,
Japan
|
$15.2M
|
+$716K
|
+18,576
|
+5%
|
|
|
8
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$10.4M
|
–
|
–
|
–
|
|
|
9
|
|
$10.3M
|
+$2.35M
|
+61,030
|
+32%
|
|
|
10
|
Ocean Park Asset Management
Santa Monica,
California
|
$9.25M
|
+$8.62M
|
+223,700
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$8.43M
|
-$172K
|
-4,460
|
-2%
|
|
|
12
|
Inscription Capital
Houston,
Texas
|
$8.1M
|
-$1.74M
|
-45,153
|
-19%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.51M
|
-$78.5K
|
-2,037
|
-1%
|
|
|
14
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.25M
|
-$132K
|
-3,434
|
-2%
|
|
|
15
|
|
$6.29M
|
-$44.4M
|
-1,151,301
|
-88%
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$6.12M
|
+$60.8K
|
+1,579
|
+1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.84M
|
+$658K
|
+17,086
|
+14%
|
|
|
18
|
|
$5.62M
|
-$11.9M
|
-307,780
|
-69%
|
|
|
19
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$4.52M
|
+$574K
|
+14,898
|
+16%
|
|
|
20
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$4.35M
|
-$433K
|
-11,234
|
-10%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$3.98M
|
-$60.1K
|
-1,560
|
-2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.91M
|
+$13.6K
|
+352
|
+0.4%
|
|
|
23
|
Flow Traders U.S.
New York
|
$3.41M
|
+$3.18M
|
+82,525
|
New
|
|
|
24
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.4M
|
+$53.7K
|
+1,393
|
+2%
|
|
|
25
|
Perella Weinberg Partners Capital Management
New York
|
$3.21M
|
+$237K
|
+6,163
|
+9%
|
|
