|
1
|
Bank of America
Charlotte,
North Carolina
|
$407M
|
-$91.3M
|
-4,418,129
|
-18%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$64.8M
|
-$1.16M
|
-56,169
|
-2%
|
|
|
3
|
|
$62.5M
|
+$3.67M
|
+177,609
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$44.5M
|
+$3.15M
|
+152,299
|
+7%
|
|
|
5
|
Syon Capital
San Francisco,
California
|
$34.5M
|
+$127K
|
+6,146
|
+0.4%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$18.5M
|
+$12.9M
|
+623,994
|
+203%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$14.9M
|
+$2M
|
+96,729
|
+15%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14M
|
-$3.01M
|
-145,957
|
-17%
|
|
|
9
|
|
$13.3M
|
+$5.01M
|
+242,416
|
+57%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$7.98M
|
+$107K
|
+5,162
|
+1%
|
|
|
11
|
|
$7.81M
|
+$139K
|
+6,752
|
+2%
|
|
|
12
|
Bank of New York Mellon
New York
|
$7.64M
|
+$78K
|
+3,775
|
+1%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$7.13M
|
+$7.43M
|
+359,628
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$6.71M
|
-$684K
|
-33,115
|
-9%
|
|
|
15
|
Waverly Advisors
Birmingham,
Alabama
|
$6.05M
|
-$48.6K
|
-2,353
|
-0.8%
|
|
|
16
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.84M
|
+$132K
|
+6,407
|
+2%
|
|
|
17
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.22M
|
+$109K
|
+5,266
|
+2%
|
|
|
18
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4.82M
|
+$180K
|
+8,696
|
+4%
|
|
|
19
|
Advisors Preferred
Rockville,
Maryland
|
$4.13M
|
-$6.5M
|
-314,749
|
-60%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.06M
|
-$239K
|
-11,550
|
-7%
|
|
|
21
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.73M
|
+$27.5K
|
+1,331
|
+1%
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$2.72M
|
-$21.4K
|
-1,038
|
-0.7%
|
|
|
23
|
SigFig Wealth Management
San Francisco,
California
|
$2.44M
|
+$132K
|
+6,391
|
+4%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.16M
|
+$279K
|
+13,504
|
+14%
|
|
|
25
|
|
$2.08M
|
+$1.59M
|
+76,896
|
+272%
|
|
