|
1
|
Bank of America
Charlotte,
North Carolina
|
$700M
|
+$48M
|
+1,707,367
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$359M
|
-$20.2M
|
-720,514
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$97M
|
-$9.87M
|
-351,365
|
-8%
|
|
|
4
|
|
$66.1M
|
+$4.09M
|
+145,451
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$52.2M
|
-$99.3M
|
-3,532,676
|
-62%
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$51.9M
|
+$61.1M
|
+2,172,720
|
New
|
|
|
7
|
|
$41.9M
|
-$39.9M
|
-1,421,346
|
-45%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$31M
|
+$1.82M
|
+64,939
|
+5%
|
|
|
9
|
|
$29.7M
|
-$9.5M
|
-337,975
|
-21%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$27.7M
|
+$650K
|
+23,123
|
+2%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25.1M
|
+$8.89M
|
+316,390
|
+43%
|
|
|
12
|
SigFig Wealth Management
San Francisco,
California
|
$24.4M
|
+$2.83M
|
+100,736
|
+11%
|
|
|
13
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$23.3M
|
+$1.81M
|
+64,456
|
+7%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.4M
|
+$3.87M
|
+137,686
|
+20%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.6M
|
-$1.16M
|
-41,148
|
-5%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.1M
|
-$837K
|
-29,796
|
-4%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$14.6M
|
+$17.2M
|
+610,928
|
New
|
|
|
18
|
Kays Financial Advisory
Atlanta,
Georgia
|
$13.2M
|
+$1.61M
|
+57,359
|
+12%
|
|
|
19
|
|
$11.9M
|
+$14M
|
+498,674
|
New
|
|
|
20
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.75M
|
+$800K
|
+28,453
|
+8%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$8.71M
|
+$5.2M
|
+184,938
|
+103%
|
|
|
22
|
|
$8.21M
|
+$1.47M
|
+52,355
|
+18%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$7.95M
|
-$8.9M
|
-316,574
|
-49%
|
|
|
24
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$7.67M
|
+$9.02M
|
+320,915
|
New
|
|
|
25
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.79M
|
+$6.17M
|
+219,543
|
+340%
|
|
