|
1
|
Bank of Italy
Rome,
Italy
|
$118M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$90.5M
|
-$3.18M
|
-24,847
|
-4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$64.4M
|
+$3.83M
|
+29,990
|
+7%
|
|
|
4
|
|
$55.7M
|
-$2.6M
|
-20,369
|
-5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.6M
|
+$608K
|
+4,757
|
+1%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$26.6M
|
-$102K
|
-799
|
-0.4%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$26.4M
|
-$838K
|
-6,554
|
-3%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$25.7M
|
+$331K
|
+2,593
|
+1%
|
|
|
9
|
|
$21.7M
|
+$922K
|
+7,215
|
+5%
|
|
|
10
|
Pathstone Holdings
Englewood,
New Jersey
|
$19.3M
|
+$3.93M
|
+30,714
|
+27%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.5M
|
+$527K
|
+4,123
|
+5%
|
|
|
12
|
Trilogy Capital
Irvine,
California
|
$10.7M
|
+$361K
|
+2,828
|
+4%
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.5M
|
-$90.4K
|
-707
|
-0.9%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.3M
|
+$71.8K
|
+562
|
+0.7%
|
|
|
15
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$10.3M
|
-$298K
|
-2,332
|
-3%
|
|
|
16
|
Xena Financial Planning
Portland,
Oregon
|
$9.34M
|
+$1.34M
|
+10,477
|
+17%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$8.61M
|
+$335K
|
+2,618
|
+4%
|
|
|
18
|
One Wealth Advisors
San Francisco,
California
|
$8.18M
|
-$26.3K
|
-206
|
-0.3%
|
|
|
19
|
SK Wealth Management
Providence,
Rhode Island
|
$6.8M
|
-$178K
|
-1,394
|
-3%
|
|
|
20
|
Quantinno Capital Management
New York
|
$6.66M
|
+$3.2M
|
+25,005
|
+99%
|
|
|
21
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$6.65M
|
+$110K
|
+858
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.5M
|
-$389K
|
-3,047
|
-6%
|
|
|
23
|
W Advisors LLC
Germantown,
Tennessee
|
$6.25M
|
-$791K
|
-6,189
|
-12%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$5.83M
|
-$908K
|
-7,100
|
-14%
|
|
|
25
|
|
$5.64M
|
+$5.1M
|
+39,872
|
+1,536%
|
|
