|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.44B
|
-$6.81M
|
-252,561
|
-0.5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$667M
|
-$67.8M
|
-2,517,027
|
-9%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$152M
|
-$50.2M
|
-1,861,201
|
-35%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$119M
|
+$11.7M
|
+432,849
|
+11%
|
|
|
5
|
|
$93M
|
-$36.8M
|
-1,363,493
|
-28%
|
|
|
6
|
|
$59.5M
|
-$2.74M
|
-101,501
|
-4%
|
|
|
7
|
|
$45.6M
|
+$23.9M
|
+885,947
|
+110%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$26.3M
|
+$808K
|
+29,987
|
+3%
|
|
|
9
|
|
$23.5M
|
-$2.88M
|
-106,754
|
-11%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$20.2M
|
+$14.4M
|
+535,134
|
+252%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.4M
|
+$6.24M
|
+231,490
|
+56%
|
|
|
12
|
Private Ocean
San Rafael,
California
|
$16.7M
|
+$1.35M
|
+50,263
|
+9%
|
|
|
13
|
Kays Financial Advisory
Atlanta,
Georgia
|
$16.1M
|
+$988K
|
+36,670
|
+7%
|
|
|
14
|
SigFig Wealth Management
San Francisco,
California
|
$16M
|
+$3.43M
|
+127,270
|
+27%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$16M
|
-$2.26M
|
-84,012
|
-12%
|
|
|
16
|
Allianz Asset Management
Munich,
Germany
|
$14.7M
|
+$3.27M
|
+121,400
|
+29%
|
|
|
17
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$13.2M
|
+$1.91M
|
+70,707
|
+17%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12.1M
|
+$5.65M
|
+209,450
|
+87%
|
|
|
19
|
Fairview Capital Investment Management
Greenbrae,
California
|
$12.1M
|
-$2.47M
|
-91,524
|
-17%
|
|
|
20
|
|
$11.2M
|
+$7.56M
|
+280,567
|
+210%
|
|
|
21
|
6 Meridian
Wichita,
Kansas
|
$9.37M
|
-$211K
|
-7,821
|
-2%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$9.28M
|
+$484K
|
+17,970
|
+5%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$8.47M
|
+$270K
|
+10,005
|
+3%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$8.42M
|
-$1.57M
|
-58,326
|
-16%
|
|
|
25
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$7.57M
|
+$999K
|
+37,064
|
+15%
|
|
