|
1
|
Bank of America
Charlotte,
North Carolina
|
$846M
|
+$42.5M
|
+1,520,915
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$289M
|
-$128M
|
-4,593,199
|
-31%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$115M
|
-$92.4M
|
-3,311,226
|
-45%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$87.3M
|
+$9.84M
|
+352,333
|
+13%
|
|
|
5
|
|
$72.8M
|
+$28.8M
|
+1,030,649
|
+69%
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$43.9M
|
+$6.6M
|
+236,249
|
+18%
|
|
|
7
|
Private Ocean
San Rafael,
California
|
$38.9M
|
+$673K
|
+24,089
|
+2%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$37.8M
|
-$201K
|
-7,209
|
-0.5%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$35.6M
|
+$1.91M
|
+68,453
|
+6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$30.5M
|
-$5.91M
|
-211,586
|
-17%
|
|
|
11
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$30.4M
|
+$1.23M
|
+43,983
|
+4%
|
|
|
12
|
Reby Advisors
Danbury,
Connecticut
|
$23.9M
|
+$23.1M
|
+828,350
|
New
|
|
|
13
|
|
$19M
|
-$1.58M
|
-56,451
|
-8%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.1M
|
+$1.25M
|
+44,712
|
+9%
|
|
|
15
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$15.3M
|
+$566K
|
+20,267
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$2.49M
|
+89,070
|
+28%
|
|
|
17
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.1M
|
+$435K
|
+15,585
|
+5%
|
|
|
18
|
|
$8.73M
|
+$4.6M
|
+164,794
|
+119%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$8.61M
|
+$306K
|
+10,972
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.11M
|
-$846K
|
-30,289
|
-10%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$8.06M
|
-$555K
|
-19,875
|
-7%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.95M
|
+$4.21M
|
+150,751
|
+167%
|
|
|
23
|
Man Group
London,
United Kingdom
|
$6.9M
|
+$4.17M
|
+149,500
|
+166%
|
|
|
24
|
TL Private Wealth
Southlake,
Texas
|
$6.39M
|
+$179K
|
+6,425
|
+3%
|
|
|
25
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.32M
|
+$92.1K
|
+3,299
|
+2%
|
|
