|
1
|
Bank of America
Charlotte,
North Carolina
|
$754M
|
-$1.87M
|
-67,690
|
-0.2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$396M
|
-$3.66M
|
-132,339
|
-0.9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$198M
|
+$35.2M
|
+1,273,853
|
+21%
|
|
|
4
|
|
$78.5M
|
+$31.6M
|
+1,144,404
|
+65%
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$72.6M
|
+$9.17M
|
+332,062
|
+14%
|
|
|
6
|
|
$40.5M
|
-$41.9M
|
-1,517,240
|
-50%
|
|
|
7
|
Private Ocean
San Rafael,
California
|
$35.9M
|
+$930K
|
+33,672
|
+3%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$35.7M
|
+$604K
|
+21,871
|
+2%
|
|
|
9
|
SigFig Wealth Management
San Francisco,
California
|
$34.7M
|
+$3.74M
|
+135,239
|
+12%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$34.5M
|
+$3.49M
|
+126,240
|
+11%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$31.6M
|
+$515K
|
+18,630
|
+2%
|
|
|
12
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$27.4M
|
+$1.27M
|
+46,117
|
+5%
|
|
|
13
|
|
$19.4M
|
+$2.17M
|
+78,441
|
+12%
|
|
|
14
|
Kays Financial Advisory
Atlanta,
Georgia
|
$15.8M
|
+$409K
|
+14,810
|
+3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.9M
|
-$91.4K
|
-3,310
|
-0.6%
|
|
|
16
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$13.9M
|
+$1.18M
|
+42,670
|
+9%
|
|
|
17
|
Flow Traders U.S.
New York
|
$11.8M
|
+$2.24M
|
+81,210
|
+23%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.5M
|
-$3.28M
|
-118,615
|
-22%
|
|
|
19
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$9.06M
|
+$444K
|
+16,075
|
+5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$8.78M
|
+$80.4K
|
+2,909
|
+0.9%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.45M
|
-$6.26M
|
-226,650
|
-42%
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$8.12M
|
+$160K
|
+5,809
|
+2%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$7.79M
|
+$655K
|
+23,693
|
+9%
|
|
|
24
|
TL Private Wealth
Southlake,
Texas
|
$6.11M
|
+$586K
|
+21,196
|
+11%
|
|
|
25
|
Pacific Capital Wealth Advisors
Corona,
California
|
$5.86M
|
+$3.12K
|
+113
|
+0.1%
|
|
