|
1
|
|
$133M
|
+$5.34M
|
+179,129
|
+4%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$86M
|
+$885K
|
+29,679
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$69.4M
|
+$1.2M
|
+40,124
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$56.3M
|
-$805K
|
-27,009
|
-1%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$43.4M
|
-$7.34M
|
-246,194
|
-14%
|
|
|
6
|
WMS Partners
Towson,
Maryland
|
$43M
|
+$5.64M
|
+189,261
|
+15%
|
|
|
7
|
|
$37.7M
|
+$12.7M
|
+425,885
|
+51%
|
|
|
8
|
Arvest Trust
Bartlesville,
Oklahoma
|
$36.8M
|
-$528K
|
-17,725
|
-1%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$32.4M
|
+$71.5K
|
+2,400
|
+0.2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.9M
|
+$1.61M
|
+54,164
|
+6%
|
|
|
11
|
1900 Wealth Management
San Antonio,
Texas
|
$30M
|
-$1.37M
|
-46,003
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
-$2.44M
|
-81,888
|
-9%
|
|
|
13
|
|
$21.6M
|
+$796K
|
+26,703
|
+4%
|
|
|
14
|
Prism Advisors
Studio City,
California
|
$20.6M
|
+$768K
|
+25,774
|
+4%
|
|
|
15
|
|
$18.7M
|
+$15.4M
|
+515,978
|
+471%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.9M
|
+$7.68M
|
+257,524
|
+76%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
$16.4M
|
+$16.3M
|
+547,493
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
-$503K
|
-16,871
|
-4%
|
|
|
19
|
GFG Capital
Miami,
Florida
|
$11.1M
|
-$1.05M
|
-35,193
|
-16%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.43M
|
+$1.39M
|
+46,481
|
+17%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$9.16M
|
-$28.1K
|
-944
|
-0.3%
|
|
|
22
|
Strategic Financial Services
Utica,
New York
|
$8.15M
|
-$107K
|
-3,595
|
-1%
|
|
|
23
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.11M
|
+$2.22M
|
+74,541
|
+39%
|
|
|
24
|
Atwood & Palmer
Kansas City,
Missouri
|
$6.41M
|
-$77.5K
|
-2,601
|
-1%
|
|
|
25
|
Archford Capital Strategies
Swansea,
Illinois
|
$5.7M
|
+$187K
|
+6,273
|
+4%
|
|
