|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.27B
|
-$143M
|
-5,442,348
|
-10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$599M
|
-$54.4M
|
-2,071,672
|
-8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$125M
|
+$8.98M
|
+341,745
|
+8%
|
|
|
4
|
|
$85.7M
|
-$5.38M
|
-204,818
|
-6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$83.2M
|
-$9.54M
|
-362,864
|
-10%
|
|
|
6
|
|
$52.5M
|
-$5.68M
|
-216,199
|
-10%
|
|
|
7
|
Flow Traders U.S.
New York
|
$44.8M
|
+$42.7M
|
+1,623,089
|
+2,274%
|
|
|
8
|
|
$33.2M
|
+$10.1M
|
+386,042
|
+44%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$26.6M
|
+$826K
|
+31,427
|
+3%
|
|
|
10
|
Private Ocean
San Rafael,
California
|
$19.9M
|
+$3.61M
|
+137,287
|
+22%
|
|
|
11
|
SigFig Wealth Management
San Francisco,
California
|
$17M
|
+$1.37M
|
+52,276
|
+9%
|
|
|
12
|
Allianz Asset Management
Munich,
Germany
|
$14.4M
|
–
|
–
|
–
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14.3M
|
-$1.3M
|
-49,492
|
-8%
|
|
|
14
|
|
$13.9M
|
-$30.6M
|
-1,163,902
|
-69%
|
|
|
15
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$13.2M
|
+$312K
|
+11,872
|
+2%
|
|
|
16
|
Kays Financial Advisory
Atlanta,
Georgia
|
$12.9M
|
-$2.85M
|
-108,401
|
-18%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.7M
|
-$5.26M
|
-200,093
|
-31%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$9.76M
|
+371,438
|
+1,206%
|
|
|
19
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.62M
|
+$1.2M
|
+45,647
|
+16%
|
|
|
20
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$8.37M
|
-$1.07M
|
-40,685
|
-12%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$7.98M
|
-$310K
|
-11,796
|
-4%
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$7.76M
|
+$7.72M
|
+293,935
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$7.42M
|
-$820K
|
-31,191
|
-10%
|
|
|
24
|
Fairview Capital Investment Management
Greenbrae,
California
|
$7.17M
|
-$4.67M
|
-177,893
|
-40%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.71M
|
+$340K
|
+12,927
|
+5%
|
|
