|
1
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
+$2.84M
|
+88,089
|
+2%
|
|
|
2
|
|
$160M
|
-$61.1M
|
-1,893,159
|
-27%
|
|
|
3
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$54.7M
|
+$53.5M
|
+1,656,667
|
+3,075%
|
|
|
4
|
|
$52.7M
|
+$53M
|
+1,642,833
|
+35,590%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$25.6M
|
+$12.1M
|
+376,321
|
+89%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$25.3M
|
+$42.1K
|
+1,303
|
+0.2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.7M
|
+$18.1M
|
+560,230
|
+262%
|
|
|
8
|
|
$23M
|
+$16.5M
|
+510,230
|
+244%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.5M
|
+$7.39M
|
+228,993
|
+60%
|
|
|
10
|
RPTC Inc
Jackson,
Wyoming
|
$18.1M
|
–
|
–
|
–
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.2M
|
+$13.9M
|
+430,192
|
+402%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$10.3M
|
+$1.52M
|
+47,243
|
+17%
|
|
|
13
|
SigFig Wealth Management
San Francisco,
California
|
$8.09M
|
+$8.16M
|
+252,959
|
New
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$6.79M
|
+$2.53M
|
+78,289
|
+61%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$6.18M
|
+$387K
|
+12,005
|
+7%
|
|
|
16
|
|
$6.13M
|
+$143K
|
+4,421
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.01M
|
+$3.59M
|
+111,230
|
+245%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$4.7M
|
+$83.8K
|
+2,595
|
+2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.28M
|
+$269K
|
+8,330
|
+7%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.26M
|
–
|
–
|
–
|
|
|
21
|
Foster & Motley
Cincinnati,
Ohio
|
$4.08M
|
+$558K
|
+17,295
|
+16%
|
|
|
22
|
LifePlan Financial Group
Dayton,
Ohio
|
$4M
|
-$1.11M
|
-34,250
|
-21%
|
|
|
23
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.97M
|
-$72.2K
|
-2,236
|
-2%
|
|
|
24
|
Edge Advisors
Atlanta,
Georgia
|
$3.8M
|
–
|
–
|
–
|
|
|
25
|
First Foundation Advisors
Irvine,
California
|
$3.47M
|
+$408K
|
+12,632
|
+13%
|
|
