|
1
|
|
$139M
|
-$720M
|
-17,956,236
|
-83%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$78.8M
|
+$8.17M
|
+203,813
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$75.4M
|
+$11.8M
|
+295,288
|
+18%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$69.9M
|
+$9.74M
|
+242,885
|
+16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$60.7M
|
-$417K
|
-10,390
|
-0.7%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$60.7M
|
+$649K
|
+16,197
|
+1%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$48.1M
|
+$554K
|
+13,830
|
+1%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$45.4M
|
+$21.7M
|
+540,055
|
+89%
|
|
|
9
|
|
$44M
|
+$2.66M
|
+66,276
|
+6%
|
|
|
10
|
1900 Wealth Management
San Antonio,
Texas
|
$39.7M
|
-$171K
|
-4,273
|
-0.4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$29.8M
|
+$3.87M
|
+96,505
|
+15%
|
|
|
12
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$29.7M
|
+$21M
|
+523,362
|
+228%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$27M
|
-$1.6M
|
-39,930
|
-6%
|
|
|
14
|
Capital One Financial
Mclean,
Virginia
|
$26.2M
|
+$193K
|
+4,826
|
+0.7%
|
|
|
15
|
Victory Capital Management
San Antonio,
Texas
|
$24.2M
|
-$4.14M
|
-103,172
|
-14%
|
|
|
16
|
United Services Automobile Association
San Antonio,
Texas
|
$24.2M
|
-$4.14M
|
-103,172
|
-14%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$21.2M
|
+$21.5M
|
+536,762
|
New
|
|
|
18
|
Prism Advisors
Studio City,
California
|
$19.6M
|
-$693K
|
-17,281
|
-3%
|
|
|
19
|
Atwood & Palmer
Kansas City,
Missouri
|
$18.6M
|
+$414K
|
+10,316
|
+2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
+$11.7M
|
+292,063
|
+429%
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.1M
|
+$2.57M
|
+64,193
|
+22%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13.9M
|
+$4.52M
|
+112,825
|
+47%
|
|
|
23
|
|
$13.9M
|
+$268K
|
+6,692
|
+2%
|
|
|
24
|
|
$13.4M
|
+$1.01M
|
+25,227
|
+8%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
+$1.8M
|
+44,821
|
+16%
|
|
