|
1
|
Bank of America
Charlotte,
North Carolina
|
$762M
|
-$571M
|
-20,839,410
|
-43%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$660M
|
+$25.1M
|
+915,315
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$104M
|
-$27.9M
|
-1,017,481
|
-21%
|
|
|
4
|
|
$91.3M
|
+$445K
|
+16,247
|
+0.5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$73.6M
|
-$13.7M
|
-501,295
|
-16%
|
|
|
6
|
|
$69.8M
|
+$13.8M
|
+502,650
|
+25%
|
|
|
7
|
|
$44.7M
|
+$9.22M
|
+336,738
|
+27%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$32.4M
|
+$11.1M
|
+404,085
|
+54%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$29M
|
+$789K
|
+28,835
|
+3%
|
|
|
10
|
SigFig Wealth Management
San Francisco,
California
|
$19.6M
|
+$1.47M
|
+53,789
|
+8%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.3M
|
+$3.74M
|
+136,581
|
+31%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$16M
|
+$826K
|
+30,154
|
+6%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$15.3M
|
–
|
–
|
–
|
|
|
14
|
|
$15.2M
|
+$9.16M
|
+334,444
|
+160%
|
|
|
15
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$14.9M
|
+$831K
|
+30,353
|
+6%
|
|
|
16
|
Kays Financial Advisory
Atlanta,
Georgia
|
$13.2M
|
-$436K
|
-15,918
|
-3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
+$913K
|
+33,367
|
+8%
|
|
|
18
|
Aviva
London,
United Kingdom
|
$10.6M
|
+$10.4M
|
+380,087
|
New
|
|
|
19
|
|
$10.3M
|
+$10.1M
|
+367,395
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$9.63M
|
+$1.73M
|
+63,107
|
+22%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$9.62M
|
+$9.4M
|
+343,336
|
+96,443%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$9.31M
|
+$630K
|
+23,025
|
+7%
|
|
|
23
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.12M
|
-$5.07K
|
-185
|
-0.1%
|
|
|
24
|
6 Meridian
Wichita,
Kansas
|
$8.67M
|
+$8.48M
|
+309,575
|
New
|
|
|
25
|
Versant Capital Management
Phoenix,
Arizona
|
$8.23M
|
-$1.59K
|
-58
|
-0%
|
|
