|
1
|
|
$115M
|
+$5.86M
|
+213,995
|
+6%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$81.1M
|
+$1.61M
|
+58,742
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$66.2M
|
-$2.01M
|
-73,198
|
-3%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$44.8M
|
+$31.7M
|
+1,156,875
|
+271%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$36.9M
|
+$9.86M
|
+359,989
|
+38%
|
|
|
6
|
|
$34.8M
|
+$30.4M
|
+1,110,053
|
+934%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$34M
|
-$7.03M
|
-256,699
|
-18%
|
|
|
8
|
Arvest Trust
Bartlesville,
Oklahoma
|
$32.9M
|
+$445K
|
+16,255
|
+1%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$30.2M
|
-$7.46M
|
-272,107
|
-20%
|
|
|
10
|
1900 Wealth Management
San Antonio,
Texas
|
$29.9M
|
-$771K
|
-28,157
|
-3%
|
|
|
11
|
|
$23.6M
|
-$815K
|
-29,749
|
-3%
|
|
|
12
|
WMS Partners
Towson,
Maryland
|
$22.9M
|
+$6.33M
|
+230,876
|
+40%
|
|
|
13
|
Flow Traders U.S.
New York
|
$18.9M
|
+$17.4M
|
+634,346
|
+1,875%
|
|
|
14
|
Prism Advisors
Studio City,
California
|
$18.5M
|
+$3.21M
|
+117,220
|
+22%
|
|
|
15
|
|
$17.8M
|
-$11.3M
|
-410,803
|
-39%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
-$2.05M
|
-74,956
|
-13%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
-$12M
|
-438,587
|
-51%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$10.8M
|
+$3.65M
|
+133,117
|
+53%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.98M
|
+$4.73M
|
+172,701
|
+96%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.27M
|
+$737K
|
+26,903
|
+9%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$8.4M
|
+$135K
|
+4,941
|
+2%
|
|
|
22
|
Strategic Financial Services
Utica,
New York
|
$7.85M
|
+$6.24M
|
+227,909
|
+462%
|
|
|
23
|
GFG Capital
Miami,
Florida
|
$7.72M
|
-$1.06M
|
-38,728
|
-22%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$6.33M
|
-$284K
|
-10,375
|
-4%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$6.25M
|
-$1.15M
|
-41,972
|
-16%
|
|
