|
1
|
Bank of America
Charlotte,
North Carolina
|
$493M
|
-$67.8M
|
-3,367,030
|
-12%
|
|
|
2
|
|
$111M
|
+$48.9M
|
+2,427,899
|
+82%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$74.6M
|
+$2.66M
|
+132,174
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$41.6M
|
+$2M
|
+99,209
|
+5%
|
|
|
5
|
Syon Capital
San Francisco,
California
|
$35.9M
|
+$145K
|
+7,210
|
+0.4%
|
|
|
6
|
|
$32.3M
|
+$31.8M
|
+1,580,847
|
New
|
|
|
7
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$27.4M
|
+$27M
|
+1,338,620
|
New
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.2M
|
-$260K
|
-12,898
|
-1%
|
|
|
9
|
Financial & Tax Architects
St Louis,
Missouri
|
$14.6M
|
+$1.04M
|
+51,617
|
+8%
|
|
|
10
|
|
$12.6M
|
-$1.15M
|
-57,029
|
-8%
|
|
|
11
|
Cambria Investment Management
Manhattan Beach,
California
|
$10.9M
|
+$357K
|
+17,708
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$15.5M
|
-767,496
|
-60%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$8.93M
|
+$204K
|
+10,150
|
+2%
|
|
|
14
|
Vontobel Holding
Zurich,
Switzerland
|
$8.29M
|
+$65.7K
|
+3,263
|
+0.8%
|
|
|
15
|
Bank of New York Mellon
New York
|
$7.63M
|
+$753K
|
+37,396
|
+11%
|
|
|
16
|
Wealthfront Advisers
Palo Alto,
California
|
$6.97M
|
+$56.6K
|
+2,810
|
+0.8%
|
|
|
17
|
|
$6.83M
|
+$3.36M
|
+166,957
|
+100%
|
|
|
18
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$6.6M
|
+$6.5M
|
+322,680
|
New
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$6.28M
|
+$6.18M
|
+306,905
|
New
|
|
|
20
|
Trilogy Capital
Irvine,
California
|
$6.16M
|
+$40.1K
|
+1,990
|
+0.7%
|
|
|
21
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.03M
|
-$216K
|
-10,727
|
-4%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.85M
|
+$271K
|
+13,472
|
+6%
|
|
|
23
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4.6M
|
-$205K
|
-10,190
|
-4%
|
|
|
24
|
Probity Advisors
Dallas,
Texas
|
$4.45M
|
-$850K
|
-42,172
|
-16%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.96M
|
-$4.27M
|
-211,943
|
-52%
|
|
