|
1
|
Bank of America
Charlotte,
North Carolina
|
$425M
|
+$10.7M
|
+528,918
|
+3%
|
|
|
2
|
|
$63.1M
|
-$536K
|
-26,508
|
-0.8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$58.7M
|
-$7.33M
|
-362,237
|
-11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$43.9M
|
-$1.39M
|
-68,589
|
-3%
|
|
|
5
|
Syon Capital
San Francisco,
California
|
$36.9M
|
+$1.81M
|
+89,441
|
+5%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$14.1M
|
-$4.66M
|
-230,535
|
-25%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.8M
|
-$1.35M
|
-66,829
|
-9%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.4M
|
-$3.85M
|
-190,463
|
-27%
|
|
|
9
|
|
$9.02M
|
-$4.5M
|
-222,499
|
-33%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$8.45M
|
+$1.2M
|
+59,530
|
+17%
|
|
|
11
|
Vontobel Holding
Zurich,
Switzerland
|
$8M
|
-$121K
|
-5,968
|
-1%
|
|
|
12
|
|
$7.72M
|
-$227K
|
-11,211
|
-3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$6.7M
|
-$156K
|
-7,697
|
-2%
|
|
|
14
|
Waverly Advisors
Birmingham,
Alabama
|
$6.4M
|
+$239K
|
+11,824
|
+4%
|
|
|
15
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.82M
|
-$130K
|
-6,414
|
-2%
|
|
|
16
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.47M
|
+$151K
|
+7,468
|
+3%
|
|
|
17
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$5.18M
|
+$279K
|
+13,782
|
+6%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.25M
|
+$1.14M
|
+56,439
|
+37%
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$3.05M
|
+$3.06M
|
+151,093
|
+58,113%
|
|
|
20
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.77M
|
-$10.9K
|
-539
|
-0.4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.68M
|
+$488K
|
+24,108
|
+22%
|
|
|
22
|
|
$2.46M
|
+$339K
|
+16,745
|
+16%
|
|
|
23
|
SigFig Wealth Management
San Francisco,
California
|
$2.37M
|
+$88.3K
|
+4,364
|
+2%
|
|
|
24
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.37M
|
+$2.37M
|
+117,272
|
New
|
|
|
25
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$2.23M
|
+$154K
|
+7,601
|
+7%
|
|
