|
1
|
FDx Advisors
Chicago,
Illinois
|
$29.5M
|
+$29.2M
|
+1,130,320
|
New
|
|
|
2
|
|
$19.6M
|
+$5.51M
|
+213,583
|
+40%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$3.54M
|
+137,105
|
+30%
|
|
|
4
|
|
$13.6M
|
+$323K
|
+12,523
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
+$1.12M
|
+43,407
|
+9%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.3M
|
-$863K
|
-33,449
|
-8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.9M
|
+$198K
|
+7,667
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.08M
|
+$4.27M
|
+165,303
|
+566%
|
|
|
9
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.98M
|
+$4.93M
|
+190,918
|
New
|
|
|
10
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$3.98M
|
+$3.2M
|
+123,791
|
+431%
|
|
|
11
|
SigFig Wealth Management
San Francisco,
California
|
$2.65M
|
+$2.32M
|
+89,881
|
+782%
|
|
|
12
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.8M
|
+$1.78M
|
+69,135
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.71M
|
-$453K
|
-17,536
|
-21%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
+$1.03M
|
+39,958
|
+159%
|
|
|
15
|
BB&T Securities
Richmond,
Virginia
|
$1.62M
|
+$238K
|
+9,216
|
+17%
|
|
|
16
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.26M
|
+$1.25M
|
+48,456
|
New
|
|
|
17
|
First Merchants Corp
Muncie,
Indiana
|
$1.22M
|
+$44.5K
|
+1,725
|
+4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.19M
|
+$303K
|
+11,719
|
+34%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.1M
|
-$94.2M
|
-3,647,772
|
-99%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
-$927K
|
-35,890
|
-47%
|
|
|
21
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$999K
|
+$989K
|
+38,302
|
New
|
|
|
22
|
|
$915K
|
-$9.12M
|
-353,411
|
-91%
|
|
|
23
|
Larson Financial Group
St Louis,
Missouri
|
$871K
|
+$862K
|
+33,385
|
New
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$684K
|
+$677K
|
+26,206
|
New
|
|
|
25
|
Wintrust Investments
Chicago,
Illinois
|
$624K
|
-$637K
|
-24,691
|
-51%
|
|
