|
1
|
Bank of America
Charlotte,
North Carolina
|
$853M
|
+$70.6M
|
+2,547,060
|
+9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$277M
|
+$8.93M
|
+322,021
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$118M
|
+$11.9M
|
+430,863
|
+11%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$98.3M
|
+$17.9M
|
+644,548
|
+21%
|
|
|
5
|
|
$61.2M
|
-$6.55M
|
-236,273
|
-9%
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$51.6M
|
+$11.2M
|
+403,993
|
+27%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$40.3M
|
+$12.3M
|
+444,854
|
+42%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$39.2M
|
+$3.27M
|
+118,108
|
+9%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$36.6M
|
+$3.71M
|
+133,954
|
+11%
|
|
|
10
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$35.5M
|
+$388K
|
+14,013
|
+1%
|
|
|
11
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$30.6M
|
+$2.46M
|
+88,791
|
+8%
|
|
|
12
|
|
$24M
|
+$6.6M
|
+238,239
|
+36%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$17M
|
+$17M
|
+613,773
|
+2,666%
|
|
|
14
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$14.9M
|
+$661K
|
+23,854
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$13M
|
+$1.98M
|
+71,310
|
+17%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.5M
|
+$9.17M
|
+330,932
|
+331%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
+$3.44M
|
+124,066
|
+44%
|
|
|
18
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$9.9M
|
+$556K
|
+20,052
|
+6%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$8.4M
|
+$431K
|
+15,542
|
+5%
|
|
|
20
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$8.19M
|
+$8.48M
|
+305,800
|
New
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$7.99M
|
+$530K
|
+19,113
|
+7%
|
|
|
22
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$7.31M
|
+$1.88M
|
+67,820
|
+33%
|
|
|
23
|
TL Private Wealth
Southlake,
Texas
|
$7.03M
|
+$909K
|
+32,810
|
+14%
|
|
|
24
|
|
$6.66M
|
+$1.28M
|
+46,045
|
+23%
|
|
|
25
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.05M
|
+$190K
|
+6,867
|
+3%
|
|
