|
1
|
Bank of America
Charlotte,
North Carolina
|
$671M
|
+$28.6M
|
+1,526,999
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$65.4M
|
-$4.94M
|
-263,951
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$45.7M
|
-$4.22M
|
-225,858
|
-8%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$29.5M
|
+$1.3M
|
+69,306
|
+4%
|
|
|
5
|
Cerity Partners OCIO
New York
|
$25.6M
|
-$4.67M
|
-249,834
|
-14%
|
|
|
6
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$24.4M
|
+$52.8K
|
+2,826
|
+0.2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.6M
|
+$560K
|
+29,954
|
+3%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$16M
|
+$725K
|
+38,777
|
+4%
|
|
|
9
|
|
$10.9M
|
+$54K
|
+2,887
|
+0.5%
|
|
|
10
|
BNP Paribas Financial Markets
Paris,
France
|
$10.6M
|
-$9.35M
|
-500,000
|
-44%
|
|
|
11
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$8.47M
|
+$9.35M
|
+500,000
|
New
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$7.9M
|
+$780K
|
+41,740
|
+10%
|
|
|
13
|
Wealthfront Advisers
Palo Alto,
California
|
$6.83M
|
+$273K
|
+14,600
|
+4%
|
|
|
14
|
Vontobel Holding
Zurich,
Switzerland
|
$6.51M
|
+$7.18M
|
+384,084
|
New
|
|
|
15
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$6.5M
|
-$968K
|
-51,778
|
-12%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.26M
|
+$220K
|
+11,755
|
+3%
|
|
|
17
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$5.69M
|
-$319K
|
-17,040
|
-5%
|
|
|
18
|
|
$5.54M
|
-$60.7K
|
-3,248
|
-1%
|
|
|
19
|
|
$5.43M
|
–
|
–
|
–
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.31M
|
-$1.42M
|
-75,886
|
-19%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$4.59M
|
-$3.5M
|
-187,212
|
-41%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.47M
|
+$1.15M
|
+61,423
|
+30%
|
|
|
23
|
Probity Advisors
Dallas,
Texas
|
$4.12M
|
+$33.5K
|
+1,794
|
+0.7%
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4.04M
|
-$524K
|
-28,050
|
-11%
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$3.85M
|
+$183K
|
+9,803
|
+5%
|
|
