|
1
|
Bank of America
Charlotte,
North Carolina
|
$805M
|
+$40.9M
|
+1,716,878
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$214M
|
-$32.5M
|
-1,364,911
|
-13%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$104M
|
-$1.28M
|
-53,741
|
-1%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$60.4M
|
+$5.54M
|
+232,806
|
+10%
|
|
|
5
|
Cerity Partners OCIO
New York
|
$41.8M
|
+$3.65M
|
+153,308
|
+9%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$35.2M
|
-$679K
|
-28,511
|
-2%
|
|
|
7
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$33.2M
|
+$1.41M
|
+59,258
|
+4%
|
|
|
8
|
|
$29.9M
|
+$10.7M
|
+447,542
|
+51%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$24M
|
+$85.3K
|
+3,581
|
+0.3%
|
|
|
10
|
BNP Paribas Financial Markets
Paris,
France
|
$23.2M
|
+$24.5M
|
+1,028,214
|
New
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$18.3M
|
+$1.01M
|
+42,533
|
+6%
|
|
|
12
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$15.9M
|
+$8.78M
|
+368,430
|
+479%
|
|
|
13
|
|
$15.5M
|
+$2.02M
|
+84,831
|
+14%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13.6M
|
-$3.58M
|
-150,408
|
-20%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.1M
|
-$17.1M
|
-719,734
|
-60%
|
|
|
16
|
Trilogy Capital
Irvine,
California
|
$10.9M
|
+$2.9M
|
+121,571
|
+34%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$9.74M
|
+$1.73M
|
+72,494
|
+20%
|
|
|
18
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.12M
|
-$5.38M
|
-225,774
|
-36%
|
|
|
19
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$7.97M
|
-$145K
|
-6,087
|
-2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$7.71M
|
-$3.84M
|
-161,040
|
-32%
|
|
|
21
|
|
$7.3M
|
-$46.6M
|
-1,956,079
|
-86%
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$7.14M
|
+$845K
|
+35,481
|
+13%
|
|
|
23
|
|
$6.91M
|
+$4.29M
|
+180,234
|
+144%
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$5.85M
|
-$4.49M
|
-188,325
|
-42%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.11M
|
-$851K
|
-35,742
|
-14%
|
|
