|
1
|
Bank of America
Charlotte,
North Carolina
|
$604M
|
-$16M
|
-832,895
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$64.9M
|
-$112K
|
-5,856
|
-0.2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$35.8M
|
-$14.4M
|
-752,768
|
-28%
|
|
|
4
|
|
$34.4M
|
-$141K
|
-7,342
|
-0.4%
|
|
|
5
|
|
$31.9M
|
+$21.7M
|
+1,131,225
|
+184%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.2M
|
+$18.1M
|
+943,005
|
New
|
|
|
7
|
|
$15.7M
|
+$2.97M
|
+154,695
|
+22%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$15M
|
-$7.33M
|
-382,121
|
-32%
|
|
|
9
|
Hilltop Holdings
Dallas,
Texas
|
$11.5M
|
+$8.08M
|
+421,203
|
+202%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.68M
|
-$59.4K
|
-3,097
|
-0.6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.32M
|
-$3.6M
|
-187,362
|
-29%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$8.18M
|
-$2.52M
|
-131,488
|
-23%
|
|
|
13
|
Vontobel Holding
Zurich,
Switzerland
|
$7.49M
|
+$47.2K
|
+2,457
|
+0.6%
|
|
|
14
|
Wealthfront Advisers
Palo Alto,
California
|
$7.09M
|
+$205K
|
+10,660
|
+3%
|
|
|
15
|
|
$6.14M
|
+$6.45M
|
+335,893
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$6M
|
+$5.89M
|
+306,985
|
+1,451%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$5.91M
|
-$997K
|
-51,942
|
-14%
|
|
|
18
|
Probity Advisors
Dallas,
Texas
|
$5.84M
|
-$270K
|
-14,064
|
-4%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$5.83M
|
-$108K
|
-5,639
|
-2%
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$5.68M
|
-$64.3K
|
-3,348
|
-1%
|
|
|
21
|
|
$4.94M
|
-$116K
|
-6,034
|
-2%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.63M
|
-$6.01M
|
-312,985
|
-55%
|
|
|
23
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$4.2M
|
-$765K
|
-39,874
|
-15%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.59M
|
-$663K
|
-34,554
|
-15%
|
|
|
25
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.11M
|
+$3.2M
|
+166,589
|
+72,746%
|
|
