|
1
|
Bank of Italy
Rome,
Italy
|
$312M
|
-$164M
|
-1,753,719
|
-35%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$71.8M
|
+$6.98M
|
+74,656
|
+11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.5M
|
+$7.14M
|
+76,347
|
+13%
|
|
|
4
|
|
$59.2M
|
-$6.72M
|
-71,901
|
-11%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.8M
|
+$228K
|
+2,442
|
+0.7%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$28.8M
|
+$7.61M
|
+81,445
|
+38%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$20.9M
|
-$66.5K
|
-712
|
-0.3%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.6M
|
-$235K
|
-2,514
|
-1%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$19M
|
+$353K
|
+3,782
|
+2%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$17.1M
|
-$596K
|
-6,373
|
-4%
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$9.6M
|
+$9.86M
|
+105,445
|
New
|
|
|
12
|
|
$9.11M
|
+$973K
|
+10,407
|
+13%
|
|
|
13
|
Principal Financial Group
Des Moines,
Iowa
|
$8.4M
|
-$3.42M
|
-36,622
|
-30%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.29M
|
+$6.33M
|
+67,719
|
+390%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.05M
|
+$809K
|
+8,654
|
+12%
|
|
|
16
|
One Wealth Advisors
San Francisco,
California
|
$7.75M
|
-$631K
|
-6,751
|
-8%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$7.28M
|
-$20.7K
|
-221
|
-0.3%
|
|
|
18
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$7.02M
|
-$38.5K
|
-412
|
-0.6%
|
|
|
19
|
W Advisors LLC
Germantown,
Tennessee
|
$6.99M
|
-$107K
|
-1,144
|
-2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.62M
|
+$32K
|
+342
|
+0.6%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.49M
|
-$1.06M
|
-11,363
|
-20%
|
|
|
22
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$4.13M
|
-$12.9K
|
-138
|
-0.3%
|
|
|
23
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$3.78M
|
-$32.2K
|
-344
|
-0.9%
|
|
|
24
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.57M
|
+$36.8K
|
+394
|
+1%
|
|
|
25
|
Retirement Capital Strategies
San Jose,
California
|
$3.56M
|
+$1.73M
|
+18,461
|
+102%
|
|
