|
1
|
Bank of Italy
Rome,
Italy
|
$108M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$88.8M
|
-$7.11M
|
-59,478
|
-8%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$72M
|
+$21.9M
|
+182,906
|
+45%
|
|
|
4
|
|
$53.8M
|
-$279K
|
-2,332
|
-0.5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.5M
|
-$426K
|
-3,564
|
-0.9%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.3M
|
+$1.14M
|
+9,577
|
+4%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$24.6M
|
-$281K
|
-2,349
|
-1%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$23.2M
|
-$637K
|
-5,333
|
-3%
|
|
|
9
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$18.9M
|
+$18.7M
|
+156,176
|
New
|
|
|
10
|
|
$18M
|
+$619K
|
+5,179
|
+4%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.1M
|
+$2.57M
|
+21,483
|
+27%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
+$3.77M
|
+31,508
|
+53%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.1M
|
+$253K
|
+2,114
|
+3%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$9.58M
|
-$95.1K
|
-796
|
-1%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.3M
|
-$146K
|
-1,223
|
-2%
|
|
|
16
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$8.81M
|
+$1.01M
|
+8,474
|
+13%
|
|
|
17
|
One Wealth Advisors
San Francisco,
California
|
$7.65M
|
-$84.3K
|
-705
|
-1%
|
|
|
18
|
W Advisors LLC
Germantown,
Tennessee
|
$6.91M
|
-$179K
|
-1,497
|
-3%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$6.84M
|
-$3.63M
|
-30,355
|
-35%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.77M
|
-$635K
|
-5,312
|
-9%
|
|
|
21
|
SK Wealth Management
Providence,
Rhode Island
|
$6.31M
|
-$198K
|
-1,657
|
-3%
|
|
|
22
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$5.96M
|
-$5.38K
|
-45
|
-0.1%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.2M
|
-$122K
|
-1,022
|
-2%
|
|
|
24
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$5.14M
|
-$9.2K
|
-77
|
-0.2%
|
|
|
25
|
Xena Financial Planning
Portland,
Oregon
|
$5.06M
|
+$4.99M
|
+41,724
|
New
|
|
