|
1
|
Bank of America
Charlotte,
North Carolina
|
$494M
|
+$22M
|
+1,019,832
|
+5%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$110M
|
+$98.3M
|
+4,563,005
|
+638%
|
|
|
3
|
|
$104M
|
+$50.8M
|
+2,358,809
|
+91%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$83.7M
|
+$86.2M
|
+4,002,668
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$41.7M
|
-$5.65M
|
-262,130
|
-12%
|
|
|
6
|
Syon Capital
San Francisco,
California
|
$28.1M
|
+$725K
|
+33,662
|
+3%
|
|
|
7
|
|
$22.9M
|
+$18.7M
|
+869,541
|
+384%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.4M
|
-$6.34M
|
-294,017
|
-35%
|
|
|
9
|
Advisors Preferred
Rockville,
Maryland
|
$10.7M
|
+$8.36M
|
+387,756
|
+314%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$10.2M
|
+$1.12M
|
+51,953
|
+12%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.25M
|
+$7.5M
|
+347,944
|
+745%
|
|
|
12
|
Vontobel Holding
Zurich,
Switzerland
|
$7.7M
|
-$59.2K
|
-2,748
|
-0.7%
|
|
|
13
|
|
$7.49M
|
-$410K
|
-19,018
|
-5%
|
|
|
14
|
|
$7.34M
|
+$161K
|
+7,462
|
+2%
|
|
|
15
|
Waverly Advisors
Birmingham,
Alabama
|
$7.03M
|
-$105K
|
-4,891
|
-1%
|
|
|
16
|
Man Group
London,
United Kingdom
|
$6.21M
|
+$50.5K
|
+2,346
|
+0.8%
|
|
|
17
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.68M
|
-$44.7K
|
-2,074
|
-0.8%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$5.15M
|
-$1.69M
|
-78,340
|
-24%
|
|
|
19
|
|
$5.11M
|
+$5.27M
|
+244,454
|
New
|
|
|
20
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$4.85M
|
-$197K
|
-9,165
|
-4%
|
|
|
21
|
Financial & Tax Architects
St Louis,
Missouri
|
$4.85M
|
-$8.91M
|
-413,335
|
-64%
|
|
|
22
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4.63M
|
-$188K
|
-8,742
|
-4%
|
|
|
23
|
Wealthfront Advisers
Palo Alto,
California
|
$4.25M
|
-$269K
|
-12,477
|
-6%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.17M
|
-$3.35M
|
-155,507
|
-44%
|
|
|
25
|
SigFig Wealth Management
San Francisco,
California
|
$3.85M
|
+$47.8K
|
+2,217
|
+1%
|
|
