|
1
|
|
$99.3M
|
-$13.3M
|
-460,842
|
-11%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$72.8M
|
-$11.4M
|
-396,013
|
-12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$62.3M
|
-$16.3M
|
-566,672
|
-19%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$56.2M
|
+$1.64M
|
+57,024
|
+3%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$37.9M
|
-$4.82M
|
-167,144
|
-10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$37.6M
|
+$1.95M
|
+67,477
|
+5%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$34.6M
|
+$3.41M
|
+118,178
|
+10%
|
|
|
8
|
Arvest Trust
Bartlesville,
Oklahoma
|
$29.6M
|
+$1.4M
|
+48,468
|
+4%
|
|
|
9
|
1900 Wealth Management
San Antonio,
Texas
|
$28M
|
-$2.23M
|
-77,172
|
-7%
|
|
|
10
|
|
$26.9M
|
-$301K
|
-10,449
|
-1%
|
|
|
11
|
|
$25.7M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$24.4M
|
-$2.5M
|
-86,795
|
-8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$22.4M
|
+$563K
|
+19,528
|
+2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
+$490K
|
+16,986
|
+3%
|
|
|
15
|
WMS Partners
Towson,
Maryland
|
$15M
|
+$13.3M
|
+460,400
|
+388%
|
|
|
16
|
Prism Advisors
Studio City,
California
|
$13.9M
|
-$1.56M
|
-53,962
|
-9%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$11M
|
+$347K
|
+12,041
|
+3%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$9.63M
|
+$112K
|
+3,898
|
+1%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.76M
|
+$322K
|
+11,149
|
+4%
|
|
|
20
|
First Foundation Advisors
Irvine,
California
|
$7.54M
|
+$1.18M
|
+41,071
|
+16%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$6.78M
|
+$1.32M
|
+45,846
|
+21%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$6.46M
|
+$2.81M
|
+97,305
|
+64%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$6.04M
|
-$1.31M
|
-45,475
|
-16%
|
|
|
24
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$4.7M
|
+$1.85M
|
+64,052
|
+54%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.65M
|
-$1.43M
|
-49,660
|
-22%
|
|
