|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.43B
|
-$142M
|
-5,232,596
|
-9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$723M
|
+$52.4M
|
+1,924,380
|
+8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$149M
|
-$42.1M
|
-1,544,802
|
-22%
|
|
|
4
|
|
$128M
|
-$532K
|
-19,544
|
-0.4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$105M
|
-$9.82M
|
-360,556
|
-8%
|
|
|
6
|
|
$61.2M
|
+$3.22M
|
+118,167
|
+5%
|
|
|
7
|
|
$26M
|
-$11.3M
|
-415,024
|
-30%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$25.1M
|
+$555K
|
+20,372
|
+2%
|
|
|
9
|
|
$21.4M
|
+$53.7K
|
+1,974
|
+0.2%
|
|
|
10
|
|
$21.3M
|
+$21.9M
|
+804,773
|
New
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$17.9M
|
-$2.2M
|
-80,803
|
-11%
|
|
|
12
|
Private Ocean
San Rafael,
California
|
$15M
|
+$1.56M
|
+57,233
|
+11%
|
|
|
13
|
Kays Financial Advisory
Atlanta,
Georgia
|
$14.8M
|
+$836K
|
+30,708
|
+6%
|
|
|
14
|
Fairview Capital Investment Management
Greenbrae,
California
|
$14.3M
|
-$537K
|
-19,709
|
-4%
|
|
|
15
|
SigFig Wealth Management
San Francisco,
California
|
$12.4M
|
+$3M
|
+110,000
|
+31%
|
|
|
16
|
Allianz Asset Management
Munich,
Germany
|
$11.3M
|
+$305K
|
+11,200
|
+3%
|
|
|
17
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$11.1M
|
+$1.48M
|
+54,479
|
+15%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.9M
|
-$1.92M
|
-70,642
|
-15%
|
|
|
19
|
Flow Traders U.S.
New York
|
$10.3M
|
+$10.5M
|
+386,995
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$9.82M
|
-$4.59M
|
-168,609
|
-31%
|
|
|
21
|
6 Meridian
Wichita,
Kansas
|
$9.41M
|
+$203K
|
+7,464
|
+2%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$8.79M
|
-$366K
|
-13,454
|
-4%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$8.06M
|
+$862K
|
+31,670
|
+12%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.57M
|
–
|
–
|
–
|
|
|
25
|
IndexIQ Advisors
New York
|
$7.3M
|
-$7.96M
|
-292,263
|
-51%
|
|
