|
1
|
Bank of America
Charlotte,
North Carolina
|
$489M
|
+$10.1M
|
+462,922
|
+2%
|
|
|
2
|
|
$56.3M
|
+$11.3M
|
+519,300
|
+25%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$48.9M
|
-$413K
|
-19,005
|
-0.8%
|
|
|
4
|
Syon Capital
San Francisco,
California
|
$28.3M
|
+$256K
|
+11,744
|
+0.9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.2M
|
+$1.2M
|
+54,927
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$101K
|
-4,646
|
-0.6%
|
|
|
7
|
Financial & Tax Architects
St Louis,
Missouri
|
$14M
|
+$9.04M
|
+415,580
|
+181%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$9.41M
|
-$254K
|
-11,685
|
-3%
|
|
|
9
|
|
$8.18M
|
-$5.49M
|
-252,239
|
-40%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$8.04M
|
-$38.6K
|
-1,773
|
-0.5%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.67M
|
-$719K
|
-33,067
|
-9%
|
|
|
12
|
|
$7.44M
|
+$7.48M
|
+343,653
|
New
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$7.39M
|
+$285K
|
+13,099
|
+4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$7.05M
|
+$207K
|
+9,512
|
+3%
|
|
|
15
|
Man Group
London,
United Kingdom
|
$6.38M
|
-$839K
|
-38,561
|
-12%
|
|
|
16
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.93M
|
-$225K
|
-10,348
|
-4%
|
|
|
17
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.23M
|
-$652K
|
-29,969
|
-11%
|
|
|
18
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4.99M
|
-$576K
|
-26,489
|
-10%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.92M
|
+$4.81M
|
+221,100
|
+3,685%
|
|
|
20
|
|
$4.91M
|
+$4.93M
|
+226,667
|
New
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$4.68M
|
-$3.09M
|
-141,858
|
-40%
|
|
|
22
|
SigFig Wealth Management
San Francisco,
California
|
$3.96M
|
+$112K
|
+5,166
|
+3%
|
|
|
23
|
|
$3.86M
|
+$3.41M
|
+156,659
|
+726%
|
|
|
24
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$3.75M
|
+$3.76M
|
+172,922
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.11M
|
+$79.8K
|
+3,670
|
+3%
|
|
