|
1
|
Bank of Italy
Rome,
Italy
|
$474M
|
–
|
–
|
–
|
|
|
2
|
|
$57.7M
|
-$697K
|
-8,905
|
-1%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$36M
|
+$8.38M
|
+107,032
|
+29%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.9M
|
+$7.05M
|
+90,091
|
+26%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.1M
|
-$266K
|
-3,401
|
-1%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$17.7M
|
+$609K
|
+7,783
|
+3%
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$12.7M
|
+$2.6M
|
+33,157
|
+25%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.8M
|
+$5.12M
|
+65,403
|
+72%
|
|
|
9
|
First Ascent Asset Management
Denver,
Colorado
|
$10.6M
|
+$1.24M
|
+15,787
|
+13%
|
|
|
10
|
Principal Financial Group
Des Moines,
Iowa
|
$9.26M
|
+$3.55M
|
+45,375
|
+59%
|
|
|
11
|
WealthSource Partners
San Luis Obispo,
California
|
$7.98M
|
-$90K
|
-1,150
|
-1%
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$7.53M
|
+$185K
|
+2,364
|
+2%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$7.49M
|
+$3.85M
|
+49,207
|
+98%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.25M
|
-$169K
|
-2,154
|
-3%
|
|
|
15
|
W Advisors LLC
Germantown,
Tennessee
|
$5.77M
|
-$4.46K
|
-57
|
-0.1%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$5.74M
|
-$152K
|
-1,937
|
-2%
|
|
|
17
|
|
$5.29M
|
+$5.49M
|
+70,138
|
New
|
|
|
18
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$5.25M
|
+$422K
|
+5,394
|
+8%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.2M
|
-$825K
|
-10,545
|
-13%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.76M
|
-$106K
|
-1,348
|
-3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.34M
|
+$185K
|
+2,370
|
+6%
|
|
|
22
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$3.06M
|
+$17.3K
|
+221
|
+0.5%
|
|
|
23
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.46M
|
+$425K
|
+5,435
|
+20%
|
|
|
24
|
Retirement Capital Strategies
San Jose,
California
|
$2.25M
|
+$1.75M
|
+22,343
|
+299%
|
|
|
25
|
Keebeck Wealth Management
Chicago,
Illinois
|
$2.23M
|
-$44.1K
|
-564
|
-2%
|
|
