|
1
|
Bank of America
Charlotte,
North Carolina
|
$893M
|
-$22.2M
|
-838,548
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$285M
|
-$8.18M
|
-309,423
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$123M
|
+$4.46M
|
+168,730
|
+4%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$64.1M
|
+$3.54M
|
+133,682
|
+6%
|
|
|
5
|
|
$60.1M
|
+$125K
|
+4,743
|
+0.2%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$44.6M
|
+$4.48M
|
+169,265
|
+11%
|
|
|
7
|
Private Ocean
San Rafael,
California
|
$41.8M
|
+$619K
|
+23,416
|
+1%
|
|
|
8
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$37.1M
|
+$2.81M
|
+106,316
|
+8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$31.8M
|
+$1.7M
|
+64,136
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.9M
|
-$498K
|
-18,826
|
-2%
|
|
|
11
|
|
$23M
|
+$15.1M
|
+571,868
|
+189%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$20.3M
|
-$246K
|
-9,286
|
-1%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19.8M
|
-$3.65M
|
-138,185
|
-16%
|
|
|
14
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$16.6M
|
+$773K
|
+29,247
|
+5%
|
|
|
15
|
|
$15.8M
|
-$421K
|
-15,917
|
-3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$13.2M
|
-$243K
|
-9,181
|
-2%
|
|
|
17
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$11.8M
|
+$735K
|
+27,801
|
+7%
|
|
|
18
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$9.53M
|
+$9.54M
|
+360,655
|
New
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$9.5M
|
+$542K
|
+20,510
|
+6%
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$9.45M
|
+$234K
|
+8,837
|
+3%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.81M
|
+$7.84M
|
+296,347
|
New
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$7.39M
|
-$279K
|
-10,535
|
-4%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.9M
|
+$468K
|
+17,701
|
+7%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$5.56M
|
+$264K
|
+9,977
|
+5%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.19M
|
-$156K
|
-5,915
|
-3%
|
|
