|
1
|
Bank of America
Charlotte,
North Carolina
|
$705M
|
+$49.7M
|
+2,453,833
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$76.4M
|
-$10M
|
-495,207
|
-11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$54.2M
|
-$132M
|
-6,524,441
|
-69%
|
|
|
4
|
|
$34.3M
|
+$10.8M
|
+531,036
|
+40%
|
|
|
5
|
Cerity Partners OCIO
New York
|
$32.6M
|
-$1.75M
|
-86,106
|
-5%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$31M
|
+$2.33M
|
+115,091
|
+7%
|
|
|
7
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$26.6M
|
-$663K
|
-32,707
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.9M
|
+$2.5M
|
+123,176
|
+12%
|
|
|
9
|
BNP Paribas Financial Markets
Paris,
France
|
$20.9M
|
+$2.03M
|
+100,000
|
+10%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$16.8M
|
+$1.96M
|
+96,430
|
+12%
|
|
|
11
|
|
$11.8M
|
-$983K
|
-48,509
|
-7%
|
|
|
12
|
Trilogy Capital
Irvine,
California
|
$8.49M
|
-$483K
|
-23,813
|
-5%
|
|
|
13
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.07M
|
+$651K
|
+32,105
|
+8%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$7.83M
|
-$1.29M
|
-63,469
|
-13%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.22M
|
-$4.31M
|
-212,435
|
-35%
|
|
|
16
|
Wealthfront Advisers
Palo Alto,
California
|
$7.2M
|
+$1.47M
|
+72,693
|
+23%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$6.63M
|
+$345K
|
+16,999
|
+5%
|
|
|
18
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$6.54M
|
+$61
|
+3
|
+0%
|
|
|
19
|
|
$6.12M
|
+$147K
|
+7,267
|
+2%
|
|
|
20
|
|
$5.43M
|
-$259K
|
-12,763
|
-4%
|
|
|
21
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4.93M
|
+$154K
|
+7,620
|
+3%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.48M
|
+$4.54M
|
+224,000
|
+1,245%
|
|
|
23
|
Probity Advisors
Dallas,
Texas
|
$4.47M
|
+$1.16M
|
+57,077
|
+31%
|
|
|
24
|
New Century Advisors
Chevy Chase,
Maryland
|
$4.14M
|
+$4.53M
|
+223,670
|
New
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.03M
|
+$227K
|
+11,175
|
+5%
|
|
