|
1
|
|
$118M
|
-$12M
|
-401,124
|
-9%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$85.1M
|
+$2.29M
|
+76,517
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$68.3M
|
+$1.81M
|
+60,706
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$46.4M
|
-$7.9M
|
-264,524
|
-14%
|
|
|
5
|
WMS Partners
Towson,
Maryland
|
$43.2M
|
+$2.01M
|
+67,415
|
+5%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$41.6M
|
-$40.3K
|
-1,348
|
-0.1%
|
|
|
7
|
|
$39.3M
|
+$3.36M
|
+112,526
|
+9%
|
|
|
8
|
Arvest Trust
Bartlesville,
Oklahoma
|
$33.8M
|
+$302K
|
+10,108
|
+0.9%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$31.1M
|
+$37.1K
|
+1,242
|
+0.1%
|
|
|
10
|
1900 Wealth Management
San Antonio,
Texas
|
$27.6M
|
-$1.25M
|
-41,795
|
-4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$21.9M
|
-$2.27M
|
-76,012
|
-9%
|
|
|
12
|
|
$21.4M
|
+$689K
|
+23,068
|
+3%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$20.6M
|
+$21.5M
|
+719,212
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.8M
|
-$10.2M
|
-341,125
|
-33%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.6M
|
+$467K
|
+15,647
|
+3%
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$16.8M
|
+$1.19M
|
+39,968
|
+7%
|
|
|
17
|
|
$16.7M
|
-$1.32M
|
-44,148
|
-7%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
-$454K
|
-15,204
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.96M
|
+$963K
|
+32,226
|
+10%
|
|
|
20
|
First Foundation Advisors
Irvine,
California
|
$9.32M
|
+$562K
|
+18,817
|
+6%
|
|
|
21
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.35M
|
+$724K
|
+24,229
|
+9%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.93M
|
+$8.27M
|
+276,800
|
New
|
|
|
23
|
Strategic Financial Services
Utica,
New York
|
$7.7M
|
-$37.2K
|
-1,246
|
-0.5%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$6.67M
|
+$6.69M
|
+223,960
|
+2,540%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.51M
|
+$2.03M
|
+67,848
|
+55%
|
|
