|
1
|
Bank of America
Charlotte,
North Carolina
|
$815M
|
+$13.9M
|
+478,599
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$465M
|
+$1.98M
|
+67,972
|
+0.4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$170M
|
-$21.3M
|
-731,785
|
-11%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$130M
|
+$3.73M
|
+128,265
|
+3%
|
|
|
5
|
|
$93.9M
|
+$18.6M
|
+638,039
|
+25%
|
|
|
6
|
|
$77.5M
|
+$193K
|
+6,629
|
+0.3%
|
|
|
7
|
|
$46.8M
|
-$5.35M
|
-183,889
|
-10%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$36.4M
|
+$605K
|
+20,778
|
+2%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$34M
|
+$1.26M
|
+43,299
|
+4%
|
|
|
10
|
SigFig Wealth Management
San Francisco,
California
|
$27.2M
|
+$2.66M
|
+91,525
|
+11%
|
|
|
11
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$26.9M
|
+$2.26M
|
+77,599
|
+9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
+$8.22M
|
+282,454
|
+57%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21.7M
|
+$3M
|
+102,938
|
+16%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.1M
|
+$6.21M
|
+213,403
|
+43%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.7M
|
+$844K
|
+29,010
|
+4%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.9M
|
+$2.64M
|
+90,612
|
+16%
|
|
|
17
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$19.9M
|
+$19.5M
|
+670,532
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$19.2M
|
+$1.07M
|
+36,679
|
+6%
|
|
|
19
|
Kays Financial Advisory
Atlanta,
Georgia
|
$14.7M
|
+$530K
|
+18,222
|
+4%
|
|
|
20
|
Aviva
London,
United Kingdom
|
$13.6M
|
+$284K
|
+9,769
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$1.04M
|
+35,719
|
+11%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$10.5M
|
+$413K
|
+14,181
|
+4%
|
|
|
23
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.98M
|
+$394K
|
+13,547
|
+4%
|
|
|
24
|
Advisors Preferred
Rockville,
Maryland
|
$9.56M
|
+$3.68M
|
+126,304
|
+64%
|
|
|
25
|
Man Group
London,
United Kingdom
|
$9.08M
|
+$2.66M
|
+91,295
|
+42%
|
|
