|
1
|
|
$140M
|
+$132M
|
+3,176,956
|
+1,643%
|
|
|
2
|
Schroder Investment Management Group
London,
United Kingdom
|
$33M
|
+$1.16M
|
+27,854
|
+4%
|
|
|
3
|
Bank of New York Mellon
New York
|
$27.2M
|
+$1.43M
|
+34,428
|
+6%
|
|
|
4
|
Checchi Capital Advisers
Beverly Hills,
California
|
$25.6M
|
-$156K
|
-3,742
|
-0.6%
|
|
|
5
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$16M
|
+$16.1M
|
+385,814
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$7.91M
|
+190,196
|
+218%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$8.96M
|
+215,462
|
+352%
|
|
|
8
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$11.4M
|
+$264K
|
+6,343
|
+2%
|
|
|
9
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$10.2M
|
-$1.38M
|
-33,096
|
-12%
|
|
|
10
|
Calamos Advisors
Naperville,
Illinois
|
$9.58M
|
+$9.59M
|
+230,390
|
New
|
|
|
11
|
Foster & Motley
Cincinnati,
Ohio
|
$9.25M
|
+$989K
|
+23,763
|
+12%
|
|
|
12
|
Principal Financial Group
Des Moines,
Iowa
|
$9.15M
|
+$3.74M
|
+90,000
|
+69%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.61M
|
+$104K
|
+2,488
|
+1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$7.57M
|
+$980K
|
+23,560
|
+15%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.46M
|
+$787K
|
+18,907
|
+12%
|
|
|
16
|
Franklin Resources
San Mateo,
California
|
$6.76M
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.78M
|
-$25K
|
-601
|
-0.4%
|
|
|
18
|
Leo Wealth LLC
Hurst,
Texas
|
$5.72M
|
+$2.64M
|
+63,520
|
+86%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$5.6M
|
+$1.13M
|
+27,237
|
+25%
|
|
|
20
|
MASECO Private Wealth
London,
|
$5.2M
|
+$5.2M
|
+125,024
|
New
|
|
|
21
|
LAM Group
Lake Oswego,
Oregon
|
$5.08M
|
+$851K
|
+20,455
|
+20%
|
|
|
22
|
Ocean Park Asset Management
Santa Monica,
California
|
$4.98M
|
–
|
–
|
–
|
|
|
23
|
Lifetime Wealth Management
Rockwall,
Texas
|
$4.79M
|
+$4.79M
|
+115,191
|
New
|
|
|
24
|
Private Wealth Advisors (California)
Fresno,
California
|
$3.97M
|
+$325K
|
+7,816
|
+9%
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$3.76M
|
+$1.07M
|
+25,614
|
+40%
|
|
