|
1
|
Bank of Italy
Rome,
Italy
|
$179M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$86.1M
|
-$1.54M
|
-15,475
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.6M
|
-$877K
|
-8,797
|
-1%
|
|
|
4
|
|
$49.9M
|
-$2.32M
|
-23,318
|
-5%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$42.1M
|
-$3.19M
|
-32,018
|
-8%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.3M
|
+$1.21M
|
+12,088
|
+3%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$26.4M
|
+$120K
|
+1,205
|
+0.5%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$23.6M
|
-$736K
|
-7,382
|
-3%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$20.6M
|
+$139K
|
+1,393
|
+0.7%
|
|
|
10
|
|
$13.8M
|
+$840K
|
+8,424
|
+7%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$10.3M
|
-$1.66M
|
-16,627
|
-15%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.67M
|
-$177K
|
-1,773
|
-2%
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$8.65M
|
-$382K
|
-3,830
|
-5%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.47M
|
-$884K
|
-8,864
|
-10%
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.38M
|
+$7.71M
|
+77,332
|
New
|
|
|
16
|
Principal Financial Group
Des Moines,
Iowa
|
$7.96M
|
-$1.78M
|
-17,825
|
-20%
|
|
|
17
|
W Advisors LLC
Germantown,
Tennessee
|
$7.39M
|
-$206K
|
-2,070
|
-3%
|
|
|
18
|
One Wealth Advisors
San Francisco,
California
|
$7.04M
|
-$515K
|
-5,168
|
-7%
|
|
|
19
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.9M
|
-$144K
|
-1,444
|
-2%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$6.47M
|
-$466K
|
-4,674
|
-7%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.24M
|
+$215K
|
+2,156
|
+4%
|
|
|
22
|
|
$5.81M
|
+$1.92M
|
+19,221
|
+56%
|
|
|
23
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$5.37M
|
-$240K
|
-2,410
|
-5%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$5.08M
|
+$3.46M
|
+34,665
|
+284%
|
|
|
25
|
SK Wealth Management
Providence,
Rhode Island
|
$4.78M
|
+$95.8K
|
+961
|
+2%
|
|
