|
1
|
Bank of America
Charlotte,
North Carolina
|
$624M
|
-$112M
|
-6,183,761
|
-16%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$64.9M
|
-$6.99M
|
-386,861
|
-10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$50.5M
|
+$105K
|
+5,814
|
+0.2%
|
|
|
4
|
|
$45.5M
|
+$44.1M
|
+2,438,166
|
New
|
|
|
5
|
|
$37.6M
|
+$30.5M
|
+1,689,249
|
+517%
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$33.8M
|
+$1.25M
|
+69,398
|
+4%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$32.8M
|
+$4.47M
|
+247,270
|
+16%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.9M
|
+$197K
|
+10,918
|
+0.9%
|
|
|
9
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$18.7M
|
+$9.04M
|
+500,000
|
+100%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$17.6M
|
-$43.6K
|
-2,409
|
-0.3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$14.8M
|
+$5.92M
|
+327,573
|
+70%
|
|
|
12
|
|
$9.9M
|
-$1.99M
|
-110,130
|
-17%
|
|
|
13
|
Synergy Asset Management
Vancouver,
Washington
|
$9.82M
|
+$9.51M
|
+525,761
|
New
|
|
|
14
|
Financial & Tax Architects
St Louis,
Missouri
|
$8.54M
|
+$7.76M
|
+429,390
|
New
|
|
|
15
|
Wealthfront Advisers
Palo Alto,
California
|
$7.02M
|
-$488K
|
-27,004
|
-7%
|
|
|
16
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$6.73M
|
-$423K
|
-23,418
|
-6%
|
|
|
17
|
Vontobel Holding
Zurich,
Switzerland
|
$6.68M
|
-$473K
|
-26,152
|
-7%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$6.56M
|
-$328K
|
-18,153
|
-5%
|
|
|
19
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$6.03M
|
-$225K
|
-12,444
|
-4%
|
|
|
20
|
Trilogy Capital
Irvine,
California
|
$5.88M
|
+$789K
|
+43,631
|
+16%
|
|
|
21
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.87M
|
+$4.42M
|
+244,740
|
+352%
|
|
|
22
|
Probity Advisors
Dallas,
Texas
|
$5.8M
|
+$1.22M
|
+67,473
|
+28%
|
|
|
23
|
|
$5.71M
|
+$233K
|
+12,863
|
+4%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$5.71M
|
-$21.2K
|
-1,170
|
-10%
|
|
|
25
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$5.23M
|
+$4.78M
|
+264,494
|
New
|
|
