|
1
|
Creative Planning
Overland Park,
Kansas
|
$31.5M
|
+$748K
|
+18,390
|
+3%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$29.5M
|
+$1.64M
|
+40,258
|
+6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.2M
|
+$16M
|
+392,288
|
+243%
|
|
|
4
|
Leuthold Group
Minneapolis,
Minnesota
|
$16.5M
|
-$267K
|
-6,560
|
-2%
|
|
|
5
|
|
$16M
|
-$1.89M
|
-46,492
|
-11%
|
|
|
6
|
Inscription Capital
Houston,
Texas
|
$11.1M
|
-$1.2M
|
-29,552
|
-10%
|
|
|
7
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$10.5M
|
–
|
–
|
–
|
|
|
8
|
Money Design
Tokyo,
Japan
|
$8.85M
|
+$382K
|
+9,389
|
+5%
|
|
|
9
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$8.09M
|
+$7.87M
|
+193,451
|
New
|
|
|
10
|
Allspring Global Investments
Charlotte,
North Carolina
|
$8.09M
|
+$689K
|
+16,955
|
+10%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$7.72M
|
-$774K
|
-19,027
|
-9%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$6.93M
|
-$1.15M
|
-28,374
|
-15%
|
|
|
13
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$5.88M
|
+$739K
|
+18,166
|
+15%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.68M
|
+$58.6K
|
+1,441
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.69M
|
-$279K
|
-6,851
|
-6%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.34M
|
+$2.76M
|
+67,958
|
+189%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.21M
|
-$1.16M
|
-28,452
|
-22%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$4.1M
|
-$2.8M
|
-68,745
|
-41%
|
|
|
19
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$3.85M
|
-$191K
|
-4,697
|
-5%
|
|
|
20
|
Fisher Asset Management
Camas,
Washington
|
$3.74M
|
+$1.06M
|
+25,996
|
+41%
|
|
|
21
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.48M
|
-$67.9K
|
-1,669
|
-2%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$2.78M
|
-$117K
|
-2,873
|
-4%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$2.66M
|
-$14.6K
|
-358
|
-0.6%
|
|
|
24
|
|
$2.57M
|
-$7.45M
|
-183,311
|
-75%
|
|
|
25
|
Brown Wealth Management
Naperville,
Illinois
|
$2.48M
|
+$200K
|
+4,914
|
+9%
|
|
