|
1
|
|
$64.5M
|
+$4.16M
|
+86,489
|
+7%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$60.9M
|
+$9.31M
|
+193,627
|
+18%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$48.3M
|
+$2.95M
|
+61,396
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
+$722K
|
+15,008
|
+5%
|
|
|
5
|
|
$12.2M
|
-$534K
|
-11,095
|
-4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$561K
|
+11,667
|
+5%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$8.53M
|
+$959K
|
+19,936
|
+13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.08M
|
+$526K
|
+10,929
|
+7%
|
|
|
9
|
Impact Investors
San Francisco,
California
|
$7.32M
|
-$208K
|
-4,320
|
-3%
|
|
|
10
|
|
$6.19M
|
+$536K
|
+11,145
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.44M
|
-$408K
|
-8,474
|
-7%
|
|
|
12
|
Bank of New York Mellon
New York
|
$4.69M
|
+$399K
|
+8,286
|
+9%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$3.59M
|
+$191K
|
+3,972
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.56M
|
+$6.45K
|
+134
|
+0.2%
|
|
|
15
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.34M
|
+$227K
|
+4,714
|
+7%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.01M
|
+$363K
|
+7,539
|
+14%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$2.87M
|
+$16.3K
|
+339
|
+0.6%
|
|
|
18
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.24M
|
+$117K
|
+2,432
|
+5%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.24M
|
+$172K
|
+3,572
|
+8%
|
|
|
20
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.16M
|
-$265K
|
-5,500
|
-11%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.79M
|
+$50.3K
|
+1,045
|
+3%
|
|
|
22
|
Zevin Asset Management
Boston,
Massachusetts
|
$1.78M
|
+$1.79M
|
+37,144
|
New
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.73M
|
–
|
–
|
–
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$1.46M
|
+$101K
|
+2,107
|
+7%
|
|
|
25
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.46M
|
-$97.6K
|
-2,030
|
-6%
|
|
