|
1
|
Bank of Italy
Rome,
Italy
|
$486M
|
–
|
–
|
–
|
|
|
2
|
|
$60M
|
-$6.5M
|
-89,054
|
-10%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$28.6M
|
+$6.9M
|
+94,556
|
+34%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.8M
|
+$6.93M
|
+94,862
|
+38%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26M
|
-$936K
|
-12,823
|
-4%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$17.6M
|
-$257K
|
-3,520
|
-2%
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$10.4M
|
+$1.59M
|
+21,839
|
+19%
|
|
|
8
|
First Ascent Asset Management
Denver,
Colorado
|
$9.69M
|
+$913K
|
+12,509
|
+11%
|
|
|
9
|
WealthSource Partners
San Luis Obispo,
California
|
$8.28M
|
-$120K
|
-1,646
|
-2%
|
|
|
10
|
One Wealth Advisors
San Francisco,
California
|
$7.55M
|
-$724K
|
-9,919
|
-9%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.01M
|
+$867K
|
+11,880
|
+15%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.58M
|
-$48.9K
|
-670
|
-0.8%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.15M
|
-$1.06M
|
-14,499
|
-15%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$6.04M
|
-$3.67M
|
-50,332
|
-39%
|
|
|
15
|
Principal Financial Group
Des Moines,
Iowa
|
$5.99M
|
–
|
–
|
–
|
|
|
16
|
W Advisors LLC
Germantown,
Tennessee
|
$5.93M
|
-$9.56K
|
-131
|
-0.2%
|
|
|
17
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$4.95M
|
-$18.8K
|
-257
|
-0.4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.97M
|
+$57.2K
|
+784
|
+2%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$3.88M
|
+$1M
|
+13,705
|
+38%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.24M
|
-$174K
|
-2,385
|
-5%
|
|
|
21
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$3.12M
|
-$54.7K
|
-749
|
-2%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$3.11M
|
+$2.93M
|
+40,186
|
New
|
|
|
23
|
|
$2.95M
|
-$577K
|
-7,901
|
-17%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.32M
|
+$1.22M
|
+16,649
|
+124%
|
|
|
25
|
Keebeck Wealth Management
Chicago,
Illinois
|
$2.32M
|
–
|
–
|
–
|
|
