|
1
|
|
$62.5M
|
-$512K
|
-10,882
|
-0.8%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$50.6M
|
+$557K
|
+11,848
|
+1%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$35.6M
|
+$4.43M
|
+94,227
|
+14%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.4M
|
+$1.07M
|
+22,780
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$1.95M
|
+41,531
|
+16%
|
|
|
6
|
|
$12.1M
|
-$5.48M
|
-116,502
|
-32%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
+$334K
|
+7,116
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.74M
|
+$1.03M
|
+21,836
|
+18%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$6.73M
|
+$684K
|
+14,560
|
+12%
|
|
|
10
|
|
$5.37M
|
-$276K
|
-5,879
|
-5%
|
|
|
11
|
Bank of New York Mellon
New York
|
$4.03M
|
+$73.9K
|
+1,573
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.43M
|
-$120K
|
-2,561
|
-3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.26M
|
+$1.66M
|
+35,370
|
+107%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$3.21M
|
+$74.2K
|
+1,578
|
+2%
|
|
|
15
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.02M
|
+$193K
|
+4,114
|
+7%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.47M
|
-$1.9M
|
-40,509
|
-44%
|
|
|
17
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.04M
|
+$353K
|
+7,500
|
+21%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.86M
|
-$20.1K
|
-428
|
-1%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.73M
|
+$1.7M
|
+36,187
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.69M
|
+$184K
|
+3,904
|
+12%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1.66M
|
+$1.63M
|
+34,630
|
+17,759%
|
|
|
22
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.46M
|
+$636K
|
+13,529
|
+79%
|
|
|
23
|
Plum Street Advisors
New Orleans,
Louisiana
|
$1.41M
|
-$69.8K
|
-1,484
|
-5%
|
|
|
24
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.19M
|
-$11.8K
|
-250
|
-1%
|
|
|
25
|
Wealthfront Advisers
Palo Alto,
California
|
$1.17M
|
+$241K
|
+5,130
|
+26%
|
|
