|
1
|
|
$126M
|
+$1.84M
|
+58,276
|
+1%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$95.2M
|
+$7.36M
|
+233,082
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$88.6M
|
+$1.28M
|
+40,694
|
+1%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$63M
|
+$687K
|
+21,754
|
+1%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$48.6M
|
+$147K
|
+4,658
|
+0.3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$41.3M
|
+$2.65M
|
+84,027
|
+6%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$36.3M
|
+$955K
|
+30,251
|
+3%
|
|
|
8
|
1900 Wealth Management
San Antonio,
Texas
|
$34.6M
|
-$536K
|
-16,983
|
-1%
|
|
|
9
|
Arvest Trust
Bartlesville,
Oklahoma
|
$32.7M
|
+$1.17M
|
+37,104
|
+3%
|
|
|
10
|
|
$31.3M
|
-$1.68M
|
-53,343
|
-5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$30.6M
|
-$2.47M
|
-78,108
|
-7%
|
|
|
12
|
|
$25.7M
|
+$7.59M
|
+240,532
|
+39%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$25.2M
|
+$6.33M
|
+200,479
|
+31%
|
|
|
14
|
Prism Advisors
Studio City,
California
|
$17.6M
|
+$375K
|
+11,889
|
+2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
-$16.6M
|
-526,943
|
-48%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.4M
|
-$756K
|
-23,938
|
-5%
|
|
|
17
|
Atwood & Palmer
Kansas City,
Missouri
|
$11M
|
-$4.72M
|
-149,624
|
-29%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.61M
|
+$265K
|
+8,397
|
+3%
|
|
|
19
|
|
$8.4M
|
-$15M
|
-474,834
|
-63%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$8.31M
|
+$2.56M
|
+81,254
|
+41%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$7.46M
|
+$2.61M
|
+82,824
|
+49%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$6.99M
|
+$6.43M
|
+203,716
|
+652%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.83M
|
-$3.18M
|
-100,840
|
-31%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$6.45M
|
+$408K
|
+12,936
|
+6%
|
|
|
25
|
GFG Capital
Miami,
Florida
|
$5.53M
|
-$8.74K
|
-277
|
-0.1%
|
|
