|
1
|
Wells Fargo
San Francisco,
California
|
$2.27億
|
+$1549万
|
+312,384
|
+8%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$1.73億
|
+$56.6万
|
+11,417
|
+0.3%
|
|
|
3
|
|
$1.69億
|
+$1019万
|
+205,553
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.63億
|
+$8069万
|
+1,627,669
|
+109%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.14億
|
+$667万
|
+134,493
|
+7%
|
|
|
6
|
|
$1.05億
|
-$232万
|
-46,855
|
-2%
|
|
|
7
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$5755万
|
-$136万
|
-27,527
|
-2%
|
|
|
8
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$5678万
|
–
|
–
|
–
|
|
|
9
|
|
$4872万
|
+$634万
|
+127,875
|
+16%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
$4737万
|
-$144万
|
-29,100
|
-3%
|
|
|
11
|
|
$3900万
|
+$3718万
|
+750,000
|
新規
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3685万
|
+$175万
|
+35,287
|
+5%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$3343万
|
+$444万
|
+89,640
|
+16%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$3102万
|
+$1236万
|
+249,241
|
+72%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2477万
|
-$48.8万
|
-9,837
|
-2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2425万
|
+$551万
|
+111,104
|
+31%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$2228万
|
+$108万
|
+21,720
|
+5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$2226万
|
+$3.87万
|
+780
|
+0.2%
|
|
|
19
|
Arvest Investments
Lowell,
Arkansas
|
$2181万
|
+$16.2万
|
+3,259
|
+0.8%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2051万
|
+$884万
|
+178,228
|
+82%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1540万
|
-$45.8万
|
-9,230
|
-3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1371万
|
-$40.5万
|
-8,163
|
-3%
|
|
|
23
|
American National Bank & Trust
Wichita Falls,
Texas
|
$1352万
|
+$227万
|
+45,702
|
+21%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1201万
|
+$18.7万
|
+3,770
|
+2%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$1199万
|
-$37.6万
|
-7,581
|
-3%
|
|
