|
1
|
|
$60.6M
|
-$2.46M
|
-51,582
|
-4%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$51.8M
|
+$690K
|
+14,451
|
+1%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$45.6M
|
+$9.52M
|
+199,292
|
+27%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
+$1.46M
|
+30,655
|
+10%
|
|
|
5
|
|
$12.8M
|
+$579K
|
+12,120
|
+5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.5M
|
+$687K
|
+14,380
|
+6%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$7.61M
|
+$809K
|
+16,943
|
+12%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.59M
|
+$773K
|
+16,188
|
+11%
|
|
|
9
|
Impact Investors
San Francisco,
California
|
$7.56M
|
+$7.5M
|
+157,099
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.87M
|
-$25.7M
|
-537,690
|
-82%
|
|
|
11
|
|
$5.68M
|
+$255K
|
+5,344
|
+5%
|
|
|
12
|
Bank of New York Mellon
New York
|
$4.31M
|
+$232K
|
+4,861
|
+6%
|
|
|
13
|
|
$3.91M
|
+$3.88M
|
+81,213
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.57M
|
+$102K
|
+2,143
|
+3%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$3.42M
|
+$173K
|
+3,631
|
+5%
|
|
|
16
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.13M
|
+$73K
|
+1,530
|
+2%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$2.87M
|
-$418K
|
-8,757
|
-13%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.66M
|
+$165K
|
+3,460
|
+7%
|
|
|
19
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.43M
|
+$372K
|
+7,800
|
+18%
|
|
|
20
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.13M
|
+$702K
|
+14,695
|
+50%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$2.09M
|
+$2.07M
|
+43,324
|
New
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.08M
|
+$192K
|
+4,018
|
+10%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1.85M
|
+$177K
|
+3,713
|
+11%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
+$43.8K
|
+917
|
+3%
|
|
|
25
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.74M
|
–
|
–
|
–
|
|
