|
1
|
Wells Fargo
San Francisco,
California
|
$227M
|
+$15.5M
|
+312,384
|
+8%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$173M
|
+$566K
|
+11,417
|
+0.3%
|
|
|
3
|
|
$169M
|
+$10.2M
|
+205,553
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$163M
|
+$80.7M
|
+1,627,669
|
+109%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$114M
|
+$6.67M
|
+134,493
|
+7%
|
|
|
6
|
|
$105M
|
-$2.32M
|
-46,855
|
-2%
|
|
|
7
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$57.6M
|
-$1.36M
|
-27,527
|
-2%
|
|
|
8
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$56.8M
|
–
|
–
|
–
|
|
|
9
|
|
$48.7M
|
+$6.34M
|
+127,875
|
+16%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
$47.4M
|
-$1.44M
|
-29,100
|
-3%
|
|
|
11
|
|
$39M
|
+$37.2M
|
+750,000
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$36.8M
|
+$1.75M
|
+35,287
|
+5%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$33.4M
|
+$4.44M
|
+89,640
|
+16%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$31M
|
+$12.4M
|
+249,241
|
+72%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.8M
|
-$488K
|
-9,837
|
-2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.3M
|
+$5.51M
|
+111,104
|
+31%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$22.3M
|
+$1.08M
|
+21,720
|
+5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$22.3M
|
+$38.7K
|
+780
|
+0.2%
|
|
|
19
|
Arvest Investments
Lowell,
Arkansas
|
$21.8M
|
+$162K
|
+3,259
|
+0.8%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$20.5M
|
+$8.84M
|
+178,228
|
+82%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$15.4M
|
-$458K
|
-9,230
|
-3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.7M
|
-$405K
|
-8,163
|
-3%
|
|
|
23
|
American National Bank & Trust
Wichita Falls,
Texas
|
$13.5M
|
+$2.27M
|
+45,702
|
+21%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12M
|
+$187K
|
+3,770
|
+2%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$12M
|
-$376K
|
-7,581
|
-3%
|
|
