|
1
|
|
$243M
|
+$233M
|
+5,613,950
|
+16,296%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$47.6M
|
+$10.7M
|
+256,315
|
+30%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$24.8M
|
-$1.38M
|
-33,228
|
-5%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$22.6M
|
+$16.5M
|
+397,329
|
+313%
|
|
|
5
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$17.5M
|
+$16.9M
|
+405,259
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
+$8.86M
|
+213,109
|
+204%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$12.8M
|
+$12.3M
|
+296,136
|
New
|
|
|
8
|
Leuthold Group
Minneapolis,
Minnesota
|
$12.5M
|
+$3.63M
|
+87,318
|
+43%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$9.23M
|
+221,929
|
+431%
|
|
|
10
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$10.8M
|
–
|
–
|
–
|
|
|
11
|
Inscription Capital
Houston,
Texas
|
$9.76M
|
-$2.83M
|
-68,039
|
-23%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.65M
|
+$2.75M
|
+66,219
|
+42%
|
|
|
13
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$8.58M
|
-$1.72M
|
-41,389
|
-17%
|
|
|
14
|
Allspring Global Investments
Charlotte,
North Carolina
|
$8.55M
|
-$1.74M
|
-41,921
|
-17%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.92M
|
+$3.2M
|
+76,991
|
+72%
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$7.43M
|
+$37.4K
|
+899
|
+0.5%
|
|
|
17
|
|
$7.4M
|
+$2.58M
|
+62,049
|
+57%
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$7.01M
|
+$1.18M
|
+28,486
|
+21%
|
|
|
19
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$6.99M
|
+$312K
|
+7,503
|
+5%
|
|
|
20
|
Avos Capital Management
Seattle,
Washington
|
$6.52M
|
+$1.2M
|
+28,924
|
+24%
|
|
|
21
|
Insight Wealth Strategies
San Ramon,
California
|
$5.8M
|
+$5.59M
|
+134,359
|
New
|
|
|
22
|
Evoke Wealth
Los Angeles,
California
|
$5.78M
|
+$4.99M
|
+120,103
|
+861%
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$5.63M
|
-$614K
|
-14,755
|
-10%
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$5.63M
|
+$5.43M
|
+130,571
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.93M
|
-$97.7K
|
-2,349
|
-2%
|
|
