|
1
|
Bank of America
Charlotte,
North Carolina
|
$746M
|
-$35.6M
|
-1,410,563
|
-5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$395M
|
-$6.46M
|
-255,644
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$162M
|
+$49.8M
|
+1,973,599
|
+49%
|
|
|
4
|
|
$80.6M
|
+$6.2M
|
+245,675
|
+9%
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$62.7M
|
+$4.32M
|
+170,971
|
+8%
|
|
|
6
|
|
$46.9M
|
-$16.2K
|
-643
|
-0%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$34.7M
|
+$6.24M
|
+247,121
|
+24%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$34.6M
|
-$152K
|
-6,014
|
-0.5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$30.8M
|
-$26.1M
|
-1,032,464
|
-47%
|
|
|
10
|
SigFig Wealth Management
San Francisco,
California
|
$30.8M
|
+$3.29M
|
+130,423
|
+13%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$30.7M
|
-$300K
|
-11,867
|
-1%
|
|
|
12
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$25.9M
|
-$225K
|
-8,908
|
-0.9%
|
|
|
13
|
|
$17M
|
-$15.3M
|
-606,876
|
-49%
|
|
|
14
|
Kays Financial Advisory
Atlanta,
Georgia
|
$15.2M
|
+$314K
|
+12,436
|
+2%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.6M
|
-$6.77M
|
-268,047
|
-33%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
-$5.02M
|
-198,750
|
-27%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.8M
|
-$3.93M
|
-155,473
|
-23%
|
|
|
18
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$12.6M
|
+$2.6M
|
+102,957
|
+28%
|
|
|
19
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$12.1M
|
+$11.4M
|
+450,981
|
New
|
|
|
20
|
Flow Traders U.S.
New York
|
$9.52M
|
+$8.65M
|
+342,485
|
+2,647%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$8.59M
|
-$298K
|
-11,794
|
-4%
|
|
|
22
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$8.52M
|
+$1.93M
|
+76,436
|
+32%
|
|
|
23
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$7.93M
|
-$625K
|
-24,749
|
-8%
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$7.86M
|
+$468K
|
+18,530
|
+7%
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$7.19M
|
+$72.6K
|
+2,875
|
+1%
|
|
