|
1
|
Bank of Italy
Rome,
Italy
|
$418M
|
-$105M
|
-1,326,830
|
-21%
|
|
|
2
|
|
$63.1M
|
-$1.42M
|
-18,037
|
-2%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$49.6M
|
+$8.71M
|
+110,579
|
+23%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.5M
|
+$8.13M
|
+103,187
|
+24%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.4M
|
+$310K
|
+3,941
|
+1%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$19.1M
|
-$675K
|
-8,573
|
-4%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17M
|
+$3.62M
|
+46,003
|
+29%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$15.4M
|
+$1.17M
|
+14,833
|
+9%
|
|
|
9
|
First Ascent Asset Management
Denver,
Colorado
|
$14.4M
|
+$2.3M
|
+29,161
|
+21%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$14.2M
|
+$5.48M
|
+69,541
|
+70%
|
|
|
11
|
Principal Financial Group
Des Moines,
Iowa
|
$10.4M
|
–
|
–
|
–
|
|
|
12
|
WealthSource Partners
San Luis Obispo,
California
|
$8.42M
|
-$478K
|
-6,063
|
-6%
|
|
|
13
|
One Wealth Advisors
San Francisco,
California
|
$8.23M
|
-$182K
|
-2,313
|
-2%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.05M
|
+$54.4K
|
+690
|
+0.8%
|
|
|
15
|
|
$6.49M
|
+$532K
|
+6,747
|
+10%
|
|
|
16
|
W Advisors LLC
Germantown,
Tennessee
|
$6.42M
|
-$31.4K
|
-398
|
-0.5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$6.33M
|
-$82K
|
-1,041
|
-1%
|
|
|
18
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$5.85M
|
-$2.21K
|
-28
|
-0%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.1M
|
-$669K
|
-8,487
|
-12%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.33M
|
+$109K
|
+1,389
|
+3%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.5M
|
+$1.95M
|
+24,766
|
+148%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$3.4M
|
+$3.17M
|
+40,296
|
New
|
|
|
23
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$3.34M
|
-$70.3K
|
-892
|
-2%
|
|
|
24
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3M
|
+$238K
|
+3,019
|
+9%
|
|
|
25
|
Keebeck Wealth Management
Chicago,
Illinois
|
$2.62M
|
+$129K
|
+1,639
|
+6%
|
|
