|
1
|
|
$154M
|
+$5.3M
|
+142,867
|
+4%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$106M
|
+$5.98M
|
+161,122
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$99.8M
|
+$14.4M
|
+389,079
|
+17%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$73.4M
|
-$1.6M
|
-43,131
|
-2%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$58.7M
|
+$26.1K
|
+704
|
+0%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$53.2M
|
+$1.68M
|
+45,309
|
+3%
|
|
|
7
|
|
$44.7M
|
+$1.79M
|
+48,242
|
+4%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$43.3M
|
-$3.86M
|
-104,037
|
-8%
|
|
|
9
|
1900 Wealth Management
San Antonio,
Texas
|
$42.4M
|
+$2.67M
|
+71,838
|
+7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$38.8M
|
+$4.94M
|
+133,006
|
+15%
|
|
|
11
|
Arvest Trust
Bartlesville,
Oklahoma
|
$37.4M
|
+$37.5M
|
+1,011,108
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.9M
|
-$7M
|
-188,481
|
-16%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$26M
|
+$1.03M
|
+27,826
|
+4%
|
|
|
14
|
Naviter Wealth
Little Rock,
Arkansas
|
$23.5M
|
+$23.5M
|
+634,299
|
New
|
|
|
15
|
Capital One Financial
Mclean,
Virginia
|
$22.9M
|
-$83.2K
|
-2,240
|
-0.4%
|
|
|
16
|
|
$21.3M
|
+$4.31M
|
+116,072
|
+25%
|
|
|
17
|
Prism Advisors
Studio City,
California
|
$20.3M
|
+$1.24M
|
+33,529
|
+7%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$19.1M
|
-$161K
|
-4,324
|
-0.8%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.8M
|
+$11.5K
|
+309
|
+0.1%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.9M
|
+$1.71K
|
+46
|
+0%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
-$99.9K
|
-2,692
|
-1%
|
|
|
22
|
Callan Capital
La Jolla,
California
|
$7.62M
|
-$70.5K
|
-1,900
|
-0.9%
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$6.38M
|
+$22.6K
|
+608
|
+0.4%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.08M
|
+$144K
|
+3,884
|
+2%
|
|
|
25
|
American National Bank & Trust
Wichita Falls,
Texas
|
$6.08M
|
+$1.26M
|
+34,071
|
+26%
|
|
