|
1
|
|
$144M
|
+$1.11M
|
+31,084
|
+0.7%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$101M
|
+$3.28M
|
+92,311
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$99.5M
|
+$8.52M
|
+239,508
|
+9%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$71M
|
+$4M
|
+112,404
|
+6%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$55.2M
|
+$1.61M
|
+45,235
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$44.2M
|
+$9.14M
|
+256,865
|
+24%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$40.3M
|
+$720K
|
+20,245
|
+2%
|
|
|
8
|
1900 Wealth Management
San Antonio,
Texas
|
$40M
|
+$1.25M
|
+35,062
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$37.5M
|
-$11.7M
|
-328,147
|
-23%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.4M
|
+$3.88M
|
+108,968
|
+11%
|
|
|
11
|
|
$37.4M
|
-$3.71M
|
-104,302
|
-9%
|
|
|
12
|
Arvest Trust
Bartlesville,
Oklahoma
|
$36M
|
+$1.78M
|
+50,139
|
+5%
|
|
|
13
|
|
$25.7M
|
+$26.9M
|
+757,130
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$22M
|
-$1.91M
|
-53,677
|
-8%
|
|
|
15
|
|
$21.1M
|
+$1.68M
|
+47,221
|
+8%
|
|
|
16
|
Naviter Wealth
Little Rock,
Arkansas
|
$21M
|
-$478K
|
-13,448
|
-2%
|
|
|
17
|
Prism Advisors
Studio City,
California
|
$19.6M
|
+$1.12M
|
+31,573
|
+6%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$17.6M
|
+$50.2K
|
+1,412
|
+0.3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.9M
|
-$501K
|
-14,096
|
-3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$7.44M
|
+209,250
|
+173%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.52M
|
+$274K
|
+7,701
|
+3%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$6.91M
|
+$5.48M
|
+154,161
|
+310%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$6.71M
|
-$274K
|
-7,698
|
-4%
|
|
|
24
|
GFG Capital
Miami,
Florida
|
$6.32M
|
+$809K
|
+22,729
|
+14%
|
|
|
25
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$5.72M
|
-$129K
|
-3,640
|
-2%
|
|
