|
1
|
Bank of America
Charlotte,
North Carolina
|
$661M
|
+$19.1M
|
+1,000,661
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$69.4M
|
-$1.04M
|
-54,744
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$52.8M
|
-$1.86M
|
-97,410
|
-3%
|
|
|
4
|
|
$36.9M
|
+$30.9M
|
+1,622,119
|
+604%
|
|
|
5
|
|
$34.8M
|
+$34.1M
|
+1,786,816
|
New
|
|
|
6
|
Private Ocean
San Rafael,
California
|
$23.4M
|
-$9.46M
|
-495,962
|
-29%
|
|
|
7
|
Barclays
London,
United Kingdom
|
$16.2M
|
+$15.9M
|
+832,416
|
New
|
|
|
8
|
Financial & Tax Architects
St Louis,
Missouri
|
$13.7M
|
+$3.8M
|
+199,161
|
+39%
|
|
|
9
|
|
$13.7M
|
+$1.28M
|
+67,300
|
+11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
-$9.88M
|
-517,610
|
-45%
|
|
|
11
|
|
$12M
|
-$7.84M
|
-411,120
|
-40%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$11.3M
|
+$1.53M
|
+80,133
|
+16%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11M
|
-$3.91M
|
-205,154
|
-27%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$10.4M
|
+$1.31M
|
+68,816
|
+15%
|
|
|
15
|
|
$8.2M
|
-$1.26M
|
-66,269
|
-14%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$8.18M
|
+$7.57M
|
+396,583
|
+1,704%
|
|
|
17
|
Vontobel Holding
Zurich,
Switzerland
|
$7.95M
|
+$312K
|
+16,337
|
+4%
|
|
|
18
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$7.71M
|
+$7.55M
|
+395,541
|
New
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$7.36M
|
+$72.8K
|
+3,816
|
+1%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$7.32M
|
-$10.1M
|
-528,182
|
-58%
|
|
|
21
|
Probity Advisors
Dallas,
Texas
|
$6.5M
|
+$6.36M
|
+333,532
|
New
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
$6.4M
|
+$10.9K
|
+573
|
+0.2%
|
|
|
23
|
PFS Investments
Duluth,
Georgia
|
$6.17M
|
+$136K
|
+7,130
|
+2%
|
|
|
24
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$6.12M
|
-$207K
|
-10,857
|
-3%
|
|
|
25
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.83M
|
-$191K
|
-10,000
|
-3%
|
|
