|
1
|
Bank of America
Charlotte,
North Carolina
|
$917M
|
+$36.7M
|
+1,337,784
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$295M
|
+$9.19M
|
+334,466
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$126M
|
+$4.02M
|
+146,222
|
+3%
|
|
|
4
|
|
$62.7M
|
-$416K
|
-15,149
|
-0.7%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$58.6M
|
+$5.41M
|
+196,983
|
+10%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$41.6M
|
+$1.15M
|
+41,770
|
+3%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$40.1M
|
+$2.32M
|
+84,412
|
+6%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$38.5M
|
-$2.98M
|
-108,489
|
-7%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$36.6M
|
-$16.1K
|
-585
|
-0%
|
|
|
10
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$33.9M
|
+$2.32M
|
+84,327
|
+7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.4M
|
+$17.1M
|
+624,011
|
+154%
|
|
|
12
|
|
$25.5M
|
+$20.4M
|
+743,449
|
+415%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.8M
|
+$17M
|
+619,244
|
+365%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$20.1M
|
+$2.53M
|
+92,078
|
+14%
|
|
|
15
|
|
$18.4M
|
-$6.34M
|
-230,931
|
-26%
|
|
|
16
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$16.4M
|
+$1.09M
|
+39,599
|
+7%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$457K
|
+16,649
|
+3%
|
|
|
18
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$11.4M
|
+$1.14M
|
+41,462
|
+11%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$9.36M
|
+$713K
|
+25,953
|
+8%
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$9.23M
|
+$1.68M
|
+61,014
|
+22%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$8.23M
|
-$17.8K
|
-648
|
-0.2%
|
|
|
22
|
TL Private Wealth
Southlake,
Texas
|
$7.37M
|
+$204K
|
+7,413
|
+3%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.72M
|
+$508K
|
+18,502
|
+8%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$5.43M
|
+$283K
|
+10,304
|
+6%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$5.29M
|
+$279K
|
+10,145
|
+6%
|
|
