|
1
|
Bank of Italy
Rome,
Italy
|
$465M
|
–
|
–
|
–
|
|
|
2
|
|
$63.8M
|
-$6.06M
|
-68,020
|
-9%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$62.4M
|
+$6.9M
|
+77,454
|
+13%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.9M
|
+$5.01M
|
+56,239
|
+10%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.4M
|
-$217K
|
-2,439
|
-0.7%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$20.2M
|
-$1.03M
|
-11,538
|
-5%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$20.1M
|
+$4.03M
|
+45,306
|
+27%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.1M
|
+$1.06M
|
+11,912
|
+6%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$17.9M
|
+$760K
|
+8,531
|
+5%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$17M
|
+$15.9M
|
+178,787
|
+6,788%
|
|
|
11
|
Principal Financial Group
Des Moines,
Iowa
|
$11.5M
|
–
|
–
|
–
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$8.36M
|
-$754K
|
-8,468
|
-9%
|
|
|
13
|
|
$7.8M
|
+$554K
|
+6,222
|
+8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$7.03M
|
-$9.53K
|
-107
|
-0.1%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.94M
|
-$855K
|
-9,599
|
-11%
|
|
|
16
|
W Advisors LLC
Germantown,
Tennessee
|
$6.84M
|
-$289K
|
-3,250
|
-4%
|
|
|
17
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$6.8M
|
+$275K
|
+3,091
|
+4%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.39M
|
-$269K
|
-3,017
|
-5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.38M
|
+$536K
|
+6,019
|
+12%
|
|
|
20
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$3.99M
|
+$3.79M
|
+42,514
|
New
|
|
|
21
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$3.68M
|
-$42.7K
|
-480
|
-1%
|
|
|
22
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.41M
|
+$67.3K
|
+756
|
+2%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$3.33M
|
-$430K
|
-4,830
|
-12%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.76M
|
-$1.07M
|
-12,064
|
-29%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$2.69M
|
-$96.7K
|
-1,086
|
-4%
|
|
