|
1
|
Bank of Italy
Rome,
Italy
|
$325M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$83.1M
|
+$8.5M
|
+86,579
|
+12%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.5M
|
+$9.9M
|
+100,834
|
+15%
|
|
|
4
|
|
$58.3M
|
-$3.31M
|
-33,686
|
-6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.7M
|
+$1.42M
|
+14,498
|
+4%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$34.6M
|
+$4.47M
|
+45,538
|
+15%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.5M
|
+$1.94M
|
+19,787
|
+9%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$21.7M
|
-$65K
|
-662
|
-0.3%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$19.8M
|
+$13.5K
|
+138
|
+0.1%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$17.1M
|
-$690K
|
-7,025
|
-4%
|
|
|
11
|
|
$10.5M
|
+$1.02M
|
+10,397
|
+11%
|
|
|
12
|
Principal Financial Group
Des Moines,
Iowa
|
$10.1M
|
+$1.35M
|
+13,791
|
+16%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.69M
|
+$1.02M
|
+10,377
|
+12%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$9.48M
|
-$1.56M
|
-15,859
|
-15%
|
|
|
15
|
One Wealth Advisors
San Francisco,
California
|
$8.32M
|
-$42.3K
|
-431
|
-0.5%
|
|
|
16
|
W Advisors LLC
Germantown,
Tennessee
|
$7.28M
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$7.23M
|
-$341K
|
-3,471
|
-5%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.21M
|
-$1.14M
|
-11,598
|
-14%
|
|
|
19
|
|
$7.13M
|
+$6.89M
|
+70,186
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.76M
|
-$90.9K
|
-926
|
-2%
|
|
|
21
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$5.13M
|
+$1.15M
|
+11,667
|
+30%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.67M
|
-$7.26K
|
-74
|
-0.2%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$4.45M
|
+$139K
|
+1,420
|
+3%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.4M
|
+$2.16M
|
+21,993
|
+103%
|
|
|
25
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.83M
|
+$107K
|
+1,086
|
+3%
|
|
