|
1
|
Bank of America
Charlotte,
North Carolina
|
$790M
|
+$3.48M
|
+118,537
|
+0.4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$456M
|
+$359K
|
+12,207
|
+0.1%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$189M
|
+$22.2M
|
+757,298
|
+13%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$125M
|
+$43M
|
+1,465,590
|
+52%
|
|
|
5
|
|
$76.1M
|
+$1.26M
|
+42,911
|
+2%
|
|
|
6
|
Allianz Asset Management
Munich,
Germany
|
$74.3M
|
+$37.6M
|
+1,281,000
|
+101%
|
|
|
7
|
|
$73.9M
|
-$16.4M
|
-558,960
|
-18%
|
|
|
8
|
|
$51.5M
|
+$7.66M
|
+260,692
|
+17%
|
|
|
9
|
Private Ocean
San Rafael,
California
|
$35.3M
|
+$622K
|
+21,170
|
+2%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$31.8M
|
+$842K
|
+28,654
|
+3%
|
|
|
11
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$24.3M
|
+$2.86M
|
+97,327
|
+13%
|
|
|
12
|
SigFig Wealth Management
San Francisco,
California
|
$24.1M
|
+$1.55M
|
+52,840
|
+7%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.6M
|
+$14.5M
|
+492,172
|
+274%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18.4M
|
+$1.35M
|
+46,042
|
+8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$17.9M
|
+$8.02M
|
+273,163
|
+81%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17M
|
+$123K
|
+4,172
|
+0.7%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.6M
|
+$6.17M
|
+210,019
|
+72%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$967K
|
+32,938
|
+7%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$14.3M
|
+$7.03M
|
+239,469
|
+95%
|
|
|
20
|
Kays Financial Advisory
Atlanta,
Georgia
|
$13.9M
|
+$123K
|
+4,173
|
+0.9%
|
|
|
21
|
|
$13.6M
|
+$706K
|
+24,038
|
+5%
|
|
|
22
|
Aviva
London,
United Kingdom
|
$13.1M
|
–
|
–
|
–
|
|
|
23
|
Rockefeller Capital Management
New York
|
$10.8M
|
+$204K
|
+6,932
|
+2%
|
|
|
24
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$9.94M
|
+$350K
|
+11,921
|
+4%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.57M
|
+$4.89M
|
+166,540
|
+103%
|
|
