|
1
|
Bank of America
Charlotte,
North Carolina
|
$926M
|
+$41.8M
|
+1,518,115
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$297M
|
+$12.2M
|
+443,615
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$120M
|
-$1.85M
|
-67,364
|
-1%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$61.5M
|
+$5.03M
|
+182,876
|
+9%
|
|
|
5
|
|
$60.7M
|
+$70.3K
|
+2,553
|
+0.1%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$41.7M
|
+$1.53M
|
+55,516
|
+4%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$40.7M
|
+$2M
|
+72,570
|
+5%
|
|
|
8
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$34.8M
|
+$2.05M
|
+74,426
|
+6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$30.5M
|
-$6.95M
|
-252,440
|
-18%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.7M
|
+$1.28M
|
+46,576
|
+5%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23.8M
|
-$11.9M
|
-433,687
|
-33%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$20.7M
|
+$1.35M
|
+49,043
|
+7%
|
|
|
13
|
|
$16.5M
|
-$1.33M
|
-48,362
|
-7%
|
|
|
14
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$16M
|
+$127K
|
+4,632
|
+0.8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$13.6M
|
+$286K
|
+10,391
|
+2%
|
|
|
16
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$11.2M
|
+$221K
|
+8,025
|
+2%
|
|
|
17
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$9.33M
|
+$435K
|
+15,811
|
+5%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$9.07M
|
+$3.6K
|
+131
|
+0%
|
|
|
19
|
|
$8.05M
|
-$17.1M
|
-620,853
|
-67%
|
|
|
20
|
TL Private Wealth
Southlake,
Texas
|
$7.79M
|
+$697K
|
+25,324
|
+9%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$7.76M
|
-$192K
|
-6,991
|
-2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.51M
|
+$19.1K
|
+695
|
+0.3%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$6.45M
|
+$1.24M
|
+45,108
|
+23%
|
|
|
24
|
Man Group
London,
United Kingdom
|
$6.35M
|
+$1.86M
|
+67,758
|
+40%
|
|
|
25
|
HoyleCohen
San Diego,
California
|
$6.28M
|
+$111K
|
+4,040
|
+2%
|
|
