|
1
|
Bank of America
Charlotte,
North Carolina
|
$477M
|
+$18.8M
|
+898,078
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$49.1M
|
+$2.16M
|
+103,489
|
+5%
|
|
|
3
|
|
$44.8M
|
-$147K
|
-7,056
|
-0.3%
|
|
|
4
|
Syon Capital
San Francisco,
California
|
$28M
|
+$720K
|
+34,451
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17M
|
+$1.4M
|
+67,215
|
+9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$4.5M
|
-215,326
|
-23%
|
|
|
7
|
|
$13.6M
|
+$4.57M
|
+218,940
|
+53%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$9.62M
|
+$582K
|
+27,870
|
+7%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.35M
|
-$1.45M
|
-69,420
|
-15%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$8.04M
|
+$354K
|
+16,955
|
+5%
|
|
|
11
|
Wealthfront Advisers
Palo Alto,
California
|
$7.71M
|
-$264K
|
-12,635
|
-3%
|
|
|
12
|
Man Group
London,
United Kingdom
|
$7.18M
|
+$6.96M
|
+333,144
|
New
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$7.08M
|
+$324K
|
+15,504
|
+5%
|
|
|
14
|
|
$6.99M
|
-$305K
|
-14,598
|
-4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$6.81M
|
-$300K
|
-14,347
|
-4%
|
|
|
16
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.12M
|
-$57K
|
-2,728
|
-1%
|
|
|
17
|
Hilltop Holdings
Dallas,
Texas
|
$5.94M
|
+$5.75M
|
+275,471
|
New
|
|
|
18
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.85M
|
+$141K
|
+6,752
|
+3%
|
|
|
19
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$5.54M
|
+$132K
|
+6,313
|
+3%
|
|
|
20
|
Financial & Tax Architects
St Louis,
Missouri
|
$4.95M
|
+$4.8M
|
+229,589
|
New
|
|
|
21
|
Advisors Preferred
Rockville,
Maryland
|
$4.28M
|
+$4.13M
|
+197,573
|
New
|
|
|
22
|
SigFig Wealth Management
San Francisco,
California
|
$3.79M
|
-$385K
|
-18,426
|
-9%
|
|
|
23
|
Integrity Alliance
Urbandale,
Iowa
|
$3.36M
|
+$3.26M
|
+156,046
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.02M
|
-$208K
|
-9,963
|
-7%
|
|
|
25
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.84M
|
+$898
|
+43
|
+0%
|
|
