|
1
|
Bank of America
Charlotte,
North Carolina
|
$566M
|
-$106M
|
-5,614,890
|
-17%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$72.5M
|
-$741K
|
-39,195
|
-1%
|
|
|
3
|
|
$61.4M
|
+$20.6M
|
+1,092,028
|
+58%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$39.9M
|
-$455K
|
-24,081
|
-1%
|
|
|
5
|
Syon Capital
San Francisco,
California
|
$36.1M
|
+$33.1M
|
+1,748,744
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$26.3M
|
+$14.1M
|
+745,007
|
+141%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.6M
|
+$159K
|
+8,431
|
+0.9%
|
|
|
8
|
|
$13.9M
|
-$3.5M
|
-185,161
|
-22%
|
|
|
9
|
Financial & Tax Architects
St Louis,
Missouri
|
$13.7M
|
+$12.5M
|
+662,146
|
New
|
|
|
10
|
Cambria Investment Management
Manhattan Beach,
California
|
$10.6M
|
+$9.72M
|
+514,361
|
New
|
|
|
11
|
Hilltop Holdings
Dallas,
Texas
|
$9.94M
|
-$2.79M
|
-147,743
|
-23%
|
|
|
12
|
Synergy Asset Management
Vancouver,
Washington
|
$9.63M
|
+$8.83M
|
+466,819
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$8.84M
|
-$388K
|
-20,546
|
-5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.37M
|
-$943K
|
-49,891
|
-11%
|
|
|
15
|
Vontobel Holding
Zurich,
Switzerland
|
$8.29M
|
-$156K
|
-8,272
|
-2%
|
|
|
16
|
Wealthfront Advisers
Palo Alto,
California
|
$6.97M
|
-$952K
|
-50,382
|
-13%
|
|
|
17
|
Bank of New York Mellon
New York
|
$6.92M
|
+$138K
|
+7,283
|
+2%
|
|
|
18
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$6.42M
|
+$12.3K
|
+649
|
+0.2%
|
|
|
19
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.19M
|
+$5.67M
|
+300,155
|
New
|
|
|
20
|
Trilogy Capital
Irvine,
California
|
$6.17M
|
-$375K
|
-19,843
|
-6%
|
|
|
21
|
Private Ocean
San Rafael,
California
|
$6.09M
|
-$9.89M
|
-523,074
|
-64%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$6.08M
|
-$539K
|
-28,501
|
-9%
|
|
|
23
|
Probity Advisors
Dallas,
Texas
|
$5.36M
|
-$1.13M
|
-59,648
|
-19%
|
|
|
24
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.3M
|
+$512K
|
+27,061
|
+12%
|
|
|
25
|
|
$5.21M
|
-$336K
|
-17,761
|
-7%
|
|
