|
1
|
Bank of Italy
Rome,
Italy
|
$702M
|
–
|
–
|
–
|
|
|
2
|
Bank of Finland
Helsinki,
Finland
|
$285M
|
+$911K
|
+22,175
|
+0.3%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$14.9M
|
-$416K
|
-10,122
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
-$43.8K
|
-1,065
|
-0.3%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$10.3M
|
+$1.82M
|
+44,372
|
+21%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$10M
|
+$839K
|
+20,407
|
+9%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.23M
|
-$1.61M
|
-39,110
|
-18%
|
|
|
8
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$5.63M
|
+$450K
|
+10,953
|
+8%
|
|
|
9
|
Principal Financial Group
Des Moines,
Iowa
|
$4.97M
|
+$1.85M
|
+45,043
|
+56%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$4.11M
|
+$324K
|
+7,895
|
+8%
|
|
|
11
|
Colorado Capital Management
Boulder,
Colorado
|
$3.5M
|
+$594K
|
+14,450
|
+20%
|
|
|
12
|
Brio Consultants
San Francisco,
California
|
$3.46M
|
-$247
|
-6
|
-0%
|
|
|
13
|
Prentice Wealth Management
Rochester,
New York
|
$2.97M
|
+$102K
|
+2,475
|
+3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.47M
|
+$211K
|
+5,129
|
+9%
|
|
|
15
|
Daiwa Securities Group
Tokyo,
Japan
|
$2.09M
|
+$189K
|
+4,590
|
+10%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.96M
|
-$39.5K
|
-960
|
-2%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.86M
|
-$399K
|
-9,719
|
-17%
|
|
|
18
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.4M
|
+$155K
|
+3,775
|
+12%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.39M
|
-$18K
|
-437
|
-1%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$1.35M
|
-$93.5K
|
-2,275
|
-6%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.25M
|
+$45K
|
+1,095
|
+4%
|
|
|
22
|
|
$1.23M
|
+$476K
|
+11,582
|
+60%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.15M
|
-$931K
|
-22,664
|
-44%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$1.11M
|
-$275K
|
-6,700
|
-19%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$1.1M
|
+$1.14M
|
+27,709
|
New
|
|
