|
1
|
|
$130M
|
+$4.99M
|
+164,034
|
+4%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$97.7M
|
+$3.52M
|
+115,466
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$78.8M
|
+$3.36M
|
+110,219
|
+5%
|
|
|
4
|
WMS Partners
Towson,
Maryland
|
$49.5M
|
+$1.76M
|
+57,642
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$45.4M
|
-$6.26M
|
-205,742
|
-12%
|
|
|
6
|
|
$44.9M
|
+$741K
|
+24,334
|
+2%
|
|
|
7
|
Arvest Trust
Bartlesville,
Oklahoma
|
$38.1M
|
+$2.37M
|
+77,779
|
+7%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$37M
|
-$494K
|
-16,216
|
-1%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$34.3M
|
+$72K
|
+2,366
|
+0.2%
|
|
|
10
|
|
$20.3M
|
-$2.43M
|
-79,890
|
-11%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$18.7M
|
+$292K
|
+9,602
|
+2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.1M
|
-$1.58M
|
-51,821
|
-9%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
-$4.5M
|
-147,646
|
-22%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
-$11.3M
|
-370,745
|
-41%
|
|
|
15
|
Arvest Investments
Lowell,
Arkansas
|
$14.9M
|
+$149K
|
+4,882
|
+1%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$13.3M
|
+$826K
|
+27,126
|
+7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
-$421K
|
-13,832
|
-3%
|
|
|
18
|
1900 Wealth Management
San Antonio,
Texas
|
$9.02M
|
-$10.5M
|
-345,398
|
-55%
|
|
|
19
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.81M
|
-$1.12M
|
-36,691
|
-12%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$8.81M
|
-$549K
|
-18,019
|
-6%
|
|
|
21
|
Strategic Financial Services
Utica,
New York
|
$7.93M
|
-$225K
|
-7,388
|
-3%
|
|
|
22
|
Flow Traders U.S.
New York
|
$7.7M
|
-$9.75M
|
-320,305
|
-57%
|
|
|
23
|
|
$7.2M
|
-$749K
|
-24,600
|
-10%
|
|
|
24
|
Archford Capital Strategies
Swansea,
Illinois
|
$6.64M
|
+$611K
|
+20,071
|
+10%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.39M
|
+$3.13M
|
+102,936
|
+102%
|
|
