|
1
|
|
$821M
|
+$14M
|
+395,882
|
+2%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$68.4M
|
+$6.17M
|
+174,204
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$61.6M
|
+$6.5M
|
+183,520
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$59.1M
|
-$15.9M
|
-447,967
|
-22%
|
|
|
5
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$58.3M
|
+$54.1M
|
+1,526,735
|
New
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$58.1M
|
+$138K
|
+3,899
|
+0.3%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$45.9M
|
-$270K
|
-7,635
|
-0.6%
|
|
|
8
|
|
$40M
|
+$1.35M
|
+37,982
|
+4%
|
|
|
9
|
1900 Wealth Management
San Antonio,
Texas
|
$38.5M
|
+$35.8M
|
+1,009,508
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$27.6M
|
+$37.2K
|
+1,050
|
+0.1%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$27.3M
|
–
|
–
|
–
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$27.3M
|
-$1.79M
|
-50,474
|
-7%
|
|
|
13
|
Capital One Financial
Mclean,
Virginia
|
$25.2M
|
-$774K
|
-21,837
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$25.1M
|
-$166K
|
-4,695
|
-0.7%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23.2M
|
–
|
–
|
–
|
|
|
16
|
Prism Advisors
Studio City,
California
|
$19.6M
|
-$21K
|
-594
|
-0.1%
|
|
|
17
|
Atwood & Palmer
Kansas City,
Missouri
|
$17.6M
|
+$889K
|
+25,107
|
+6%
|
|
|
18
|
|
$13.2M
|
+$421K
|
+11,880
|
+4%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.8M
|
+$472K
|
+13,337
|
+4%
|
|
|
20
|
|
$12M
|
+$760K
|
+21,464
|
+7%
|
|
|
21
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$11.8M
|
+$310K
|
+8,765
|
+3%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.2M
|
+$3.37M
|
+95,135
|
+48%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.6M
|
+$190K
|
+5,371
|
+2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.18M
|
-$3.11M
|
-87,736
|
-27%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.15M
|
+$146K
|
+4,108
|
+2%
|
|
