|
1
|
Bank of Italy
Rome,
Italy
|
$158M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$77.6M
|
-$4.39M
|
-43,023
|
-5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.8M
|
-$12.1M
|
-118,787
|
-15%
|
|
|
4
|
|
$46.4M
|
-$5.49M
|
-53,818
|
-10%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$40.3M
|
+$2.86M
|
+27,990
|
+7%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.6M
|
+$189K
|
+1,857
|
+0.5%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23M
|
+$604K
|
+5,917
|
+3%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$21.6M
|
+$1.39M
|
+13,589
|
+6%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$17.7M
|
+$177K
|
+1,733
|
+0.9%
|
|
|
10
|
|
$11.4M
|
+$874K
|
+8,565
|
+8%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$10.7M
|
-$2.42M
|
-23,758
|
-18%
|
|
|
12
|
Principal Financial Group
Des Moines,
Iowa
|
$8.75M
|
-$2.01M
|
-19,736
|
-18%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.34M
|
+$298K
|
+2,919
|
+3%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$8.01M
|
-$343K
|
-3,359
|
-4%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.84M
|
+$1.04M
|
+10,201
|
+14%
|
|
|
16
|
W Advisors LLC
Germantown,
Tennessee
|
$6.73M
|
–
|
–
|
–
|
|
|
17
|
One Wealth Advisors
San Francisco,
California
|
$6.72M
|
-$1.21M
|
-11,888
|
-14%
|
|
|
18
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.24M
|
+$516K
|
+5,055
|
+8%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$6.17M
|
-$425K
|
-4,168
|
-6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.31M
|
-$114K
|
-1,119
|
-2%
|
|
|
21
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$4.98M
|
+$12.9K
|
+126
|
+0.2%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.19M
|
-$153K
|
-1,499
|
-3%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$4.07M
|
-$103K
|
-1,006
|
-2%
|
|
|
24
|
SK Wealth Management
Providence,
Rhode Island
|
$3.8M
|
+$68K
|
+666
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.41M
|
+$1.35M
|
+13,248
|
+59%
|
|
