|
1
|
|
$152M
|
+$6.18M
|
+152,924
|
+4%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$90.3M
|
+$8.78M
|
+217,217
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$85.6M
|
+$7.59M
|
+187,805
|
+10%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$81.6M
|
+$9.34M
|
+231,073
|
+13%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$63.5M
|
+$781K
|
+19,335
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$62.1M
|
-$670K
|
-16,581
|
-1%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$54.7M
|
+$7.7M
|
+190,633
|
+17%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$50.8M
|
+$1.1M
|
+27,213
|
+2%
|
|
|
9
|
|
$47.2M
|
+$1.73M
|
+42,748
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.3M
|
+$28.3M
|
+700,286
|
+194%
|
|
|
11
|
1900 Wealth Management
San Antonio,
Texas
|
$42.7M
|
+$1.66M
|
+40,962
|
+4%
|
|
|
12
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$34M
|
+$3.24M
|
+80,105
|
+11%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$33.3M
|
+$2.56M
|
+63,324
|
+8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$27.4M
|
-$492K
|
-12,174
|
-2%
|
|
|
15
|
Capital One Financial
Mclean,
Virginia
|
$26.6M
|
-$501K
|
-12,388
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.3M
|
+$12.3M
|
+303,320
|
+113%
|
|
|
17
|
Atwood & Palmer
Kansas City,
Missouri
|
$20.9M
|
+$1.67M
|
+41,349
|
+9%
|
|
|
18
|
Prism Advisors
Studio City,
California
|
$20M
|
-$255K
|
-6,310
|
-1%
|
|
|
19
|
|
$16M
|
+$2.13M
|
+52,766
|
+16%
|
|
|
20
|
|
$15M
|
+$618K
|
+15,286
|
+4%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14.8M
|
+$457K
|
+11,296
|
+3%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.8M
|
+$537K
|
+13,280
|
+4%
|
|
|
23
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.5M
|
+$365K
|
+9,034
|
+3%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.2M
|
+$364
|
+9
|
+0%
|
|
|
25
|
Level Four Advisory Services
Dallas,
Texas
|
$10.7M
|
-$331K
|
-8,188
|
-3%
|
|
