|
1
|
Personal Capital Advisors
Redwood City,
California
|
$39.9M
|
+$4.56M
|
+95,938
|
+12%
|
|
|
2
|
|
$38.7M
|
–
|
–
|
–
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.46M
|
+$41.8K
|
+879
|
+0.5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.46M
|
+$847K
|
+17,804
|
+17%
|
|
|
5
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.41M
|
+$171K
|
+3,592
|
+4%
|
|
|
6
|
HSBC Holdings
London,
United Kingdom
|
$4.11M
|
–
|
–
|
–
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$3.1M
|
+$53.4K
|
+1,123
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.07M
|
-$858K
|
-18,039
|
-21%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.67M
|
+$1M
|
+21,127
|
+57%
|
|
|
10
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.12M
|
+$149K
|
+3,124
|
+7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.1M
|
-$169K
|
-3,545
|
-7%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$1.91M
|
+$164K
|
+3,457
|
+9%
|
|
|
13
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.88M
|
-$54.5K
|
-1,147
|
-3%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.72M
|
-$262K
|
-5,509
|
-13%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$1.58M
|
+$969K
|
+20,374
|
+143%
|
|
|
16
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.43M
|
+$299K
|
+6,298
|
+25%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$1.14M
|
-$39.7K
|
-835
|
-3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.04M
|
-$52.4K
|
-1,102
|
-5%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$834K
|
+$870K
|
+18,298
|
New
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$819K
|
-$240K
|
-5,038
|
-22%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$807K
|
+$114K
|
+2,401
|
+16%
|
|
|
22
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$770K
|
+$78.5K
|
+1,650
|
+11%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$733K
|
+$765K
|
+16,092
|
New
|
|
|
24
|
Blue Barn Wealth
Orem,
Utah
|
$720K
|
-$666
|
-14
|
-0.1%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$714K
|
+$92.3K
|
+1,940
|
+14%
|
|
