|
1
|
|
$150M
|
+$12.1M
|
+311,099
|
+8%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$101M
|
+$19.5M
|
+502,453
|
+23%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$85.6M
|
+$8.17M
|
+210,066
|
+10%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$75.2M
|
+$998K
|
+25,664
|
+1%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$58.8M
|
+$1.07M
|
+27,450
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$51.6M
|
-$5.07M
|
-130,401
|
-9%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$47.3M
|
+$1.16M
|
+29,732
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$44M
|
+$4.83M
|
+124,217
|
+12%
|
|
|
9
|
|
$43.1M
|
+$122K
|
+3,128
|
+0.3%
|
|
|
10
|
1900 Wealth Management
San Antonio,
Texas
|
$39.8M
|
+$1.02M
|
+26,360
|
+3%
|
|
|
11
|
|
$37.4M
|
+$39.2M
|
+1,007,652
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$34M
|
+$3.83M
|
+98,558
|
+12%
|
|
|
13
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$33.8M
|
+$3M
|
+77,195
|
+9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$25M
|
+$130K
|
+3,356
|
+0.5%
|
|
|
15
|
Capital One Financial
Mclean,
Virginia
|
$23M
|
-$1.23M
|
-31,702
|
-5%
|
|
|
16
|
Atwood & Palmer
Kansas City,
Missouri
|
$19.3M
|
+$349K
|
+8,965
|
+2%
|
|
|
17
|
Prism Advisors
Studio City,
California
|
$19.1M
|
+$911K
|
+23,431
|
+5%
|
|
|
18
|
|
$17M
|
+$2.55M
|
+65,675
|
+17%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.8M
|
+$4.51M
|
+115,897
|
+34%
|
|
|
20
|
|
$14.3M
|
+$696K
|
+17,903
|
+5%
|
|
|
21
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13M
|
+$737K
|
+18,961
|
+6%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.2M
|
+$62.6K
|
+1,610
|
+0.6%
|
|
|
23
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$9.73M
|
+$1.96M
|
+50,288
|
+23%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$7.71M
|
+$603K
|
+15,515
|
+8%
|
|
|
25
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$6.38M
|
-$203K
|
-5,215
|
-3%
|
|
