|
1
|
Bank of Italy
Rome,
Italy
|
$101M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$80.3M
|
-$3.08M
|
-25,651
|
-4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$51.7M
|
-$16.6M
|
-138,097
|
-23%
|
|
|
4
|
|
$48.8M
|
-$99.4K
|
-827
|
-0.2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.8M
|
+$171K
|
+1,425
|
+0.4%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$23.3M
|
+$340K
|
+2,832
|
+1%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.2M
|
-$6.28M
|
-52,278
|
-21%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$21.7M
|
-$91.5K
|
-761
|
-0.4%
|
|
|
9
|
|
$17.7M
|
+$907K
|
+7,545
|
+5%
|
|
|
10
|
Pathstone Holdings
Englewood,
New Jersey
|
$13M
|
+$1.77M
|
+14,741
|
+15%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$9.35M
|
-$93.4K
|
-777
|
-0.9%
|
|
|
12
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$9.1M
|
+$895K
|
+7,443
|
+10%
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$9.05M
|
+$76.3K
|
+635
|
+0.8%
|
|
|
14
|
Trilogy Capital
Irvine,
California
|
$8.87M
|
+$9.38M
|
+78,073
|
New
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.78M
|
+$64.1K
|
+533
|
+0.7%
|
|
|
16
|
Flow Traders U.S.
New York
|
$7.47M
|
+$7.9M
|
+65,760
|
New
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.1M
|
+$7.52M
|
+62,541
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$7.07M
|
-$3.41M
|
-28,376
|
-31%
|
|
|
19
|
One Wealth Advisors
San Francisco,
California
|
$7.02M
|
-$159K
|
-1,320
|
-2%
|
|
|
20
|
Xena Financial Planning
Portland,
Oregon
|
$6.8M
|
+$2.18M
|
+18,154
|
+44%
|
|
|
21
|
W Advisors LLC
Germantown,
Tennessee
|
$6.05M
|
-$438K
|
-3,648
|
-6%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.91M
|
-$456K
|
-3,791
|
-7%
|
|
|
23
|
SK Wealth Management
Providence,
Rhode Island
|
$5.85M
|
-$39.4K
|
-328
|
-0.6%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$5.8M
|
-$648K
|
-5,392
|
-10%
|
|
|
25
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$5.6M
|
+$16.6K
|
+138
|
+0.3%
|
|
