|
1
|
|
$132M
|
-$4.31M
|
-134,454
|
-3%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$103M
|
+$1.01M
|
+31,562
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$83.8M
|
+$1.67M
|
+52,263
|
+2%
|
|
|
4
|
WMS Partners
Towson,
Maryland
|
$51.7M
|
+$189K
|
+5,899
|
+0.4%
|
|
|
5
|
|
$50.4M
|
+$3.47M
|
+108,330
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$49M
|
+$1.67M
|
+51,990
|
+4%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$45.3M
|
+$6.57M
|
+205,107
|
+17%
|
|
|
8
|
Arvest Trust
Bartlesville,
Oklahoma
|
$39.8M
|
+$109K
|
+3,398
|
+0.3%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$35.9M
|
+$142K
|
+4,445
|
+0.4%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.1M
|
+$5.22M
|
+163,040
|
+30%
|
|
|
11
|
|
$20.4M
|
-$741K
|
-23,128
|
-4%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$20.4M
|
+$666K
|
+20,776
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.1M
|
+$666K
|
+20,774
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$1.44M
|
-44,933
|
-9%
|
|
|
15
|
Arvest Investments
Lowell,
Arkansas
|
$15M
|
-$597K
|
-18,637
|
-4%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$14.3M
|
+$453K
|
+14,132
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.9M
|
+$349K
|
+10,898
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$9.14M
|
-$44.2K
|
-1,380
|
-0.5%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.9M
|
+$1.21M
|
+37,823
|
+19%
|
|
|
20
|
Strategic Financial Services
Utica,
New York
|
$7.76M
|
-$498K
|
-15,546
|
-6%
|
|
|
21
|
|
$7.52M
|
+$20.9K
|
+651
|
+0.3%
|
|
|
22
|
Archford Capital Strategies
Swansea,
Illinois
|
$7.14M
|
+$216K
|
+6,744
|
+3%
|
|
|
23
|
1900 Wealth Management
San Antonio,
Texas
|
$7.08M
|
-$2.27M
|
-70,854
|
-25%
|
|
|
24
|
Principal Securities
Des Moines,
Iowa
|
$6.9M
|
+$280K
|
+8,732
|
+4%
|
|
|
25
|
GFG Capital
Miami,
Florida
|
$5.81M
|
-$149K
|
-4,643
|
-3%
|
|
