|
1
|
Bank of America
Charlotte,
North Carolina
|
$631M
|
-$9.38M
|
-486,982
|
-1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$69.3M
|
+$2.69M
|
+139,841
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$53.9M
|
+$1.97M
|
+102,337
|
+4%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$32.5M
|
-$2.23M
|
-115,586
|
-6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
-$1.23M
|
-64,093
|
-5%
|
|
|
6
|
|
$19.7M
|
-$27.2M
|
-1,412,762
|
-58%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$17.3M
|
-$777K
|
-40,348
|
-4%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.8M
|
+$10.2M
|
+527,082
|
+216%
|
|
|
9
|
|
$12.2M
|
+$2.01M
|
+104,512
|
+20%
|
|
|
10
|
Royal Fund Management
Lady Lake,
Florida
|
$9.74M
|
+$9.78M
|
+507,655
|
New
|
|
|
11
|
Financial & Tax Architects
St Louis,
Missouri
|
$9.67M
|
+$1.45M
|
+75,021
|
+17%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$9.58M
|
-$5.67M
|
-294,370
|
-37%
|
|
|
13
|
|
$9.34M
|
+$9.26M
|
+480,481
|
+7,426%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8.9M
|
+$2.17M
|
+112,499
|
+32%
|
|
|
15
|
Vontobel Holding
Zurich,
Switzerland
|
$7.51M
|
+$645K
|
+33,474
|
+9%
|
|
|
16
|
Wealthfront Advisers
Palo Alto,
California
|
$7.17M
|
-$46.4K
|
-2,410
|
-0.6%
|
|
|
17
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$6.23M
|
+$34.7K
|
+1,799
|
+0.6%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$6.21M
|
+$178K
|
+9,230
|
+3%
|
|
|
19
|
PFS Investments
Duluth,
Georgia
|
$5.95M
|
+$1.83M
|
+94,895
|
+44%
|
|
|
20
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.93M
|
-$97.2K
|
-5,044
|
-2%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$5.62M
|
+$5.39M
|
+279,877
|
+2,140%
|
|
|
22
|
|
$5.16M
|
-$711K
|
-36,914
|
-12%
|
|
|
23
|
|
$5.15M
|
-$33.7M
|
-1,747,492
|
-87%
|
|
|
24
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.13M
|
-$1.78M
|
-92,571
|
-26%
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.29M
|
+$245K
|
+12,740
|
+6%
|
|
