|
1
|
|
$130M
|
-$11.5M
|
-349,426
|
-9%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$115M
|
+$2.35M
|
+71,208
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$91.7M
|
+$1.55M
|
+46,945
|
+2%
|
|
|
4
|
|
$58.3M
|
+$3.93M
|
+118,893
|
+8%
|
|
|
5
|
WMS Partners
Towson,
Maryland
|
$58.3M
|
+$2.5M
|
+75,679
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$54.1M
|
+$1.32M
|
+39,984
|
+3%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$48.2M
|
-$484K
|
-14,640
|
-1%
|
|
|
8
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$42.7M
|
+$40.2M
|
+1,216,979
|
New
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$22.5M
|
+$688K
|
+20,820
|
+3%
|
|
|
10
|
|
$21M
|
-$833K
|
-25,222
|
-4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.2M
|
+$724K
|
+21,923
|
+4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
-$558K
|
-16,878
|
-3%
|
|
|
13
|
Arvest Investments
Lowell,
Arkansas
|
$16.1M
|
+$28.7K
|
+868
|
+0.2%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16M
|
-$8.31M
|
-251,528
|
-36%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
-$1.2M
|
-36,298
|
-9%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$13.1M
|
-$2.1M
|
-63,429
|
-15%
|
|
|
17
|
|
$10.5M
|
+$2.24M
|
+67,904
|
+29%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$9.78M
|
-$36.4K
|
-1,102
|
-0.4%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.24M
|
+$710K
|
+21,490
|
+9%
|
|
|
20
|
Spinnaker Trust
Portland,
Maine
|
$8.83M
|
-$28M
|
-846,762
|
-77%
|
|
|
21
|
Strategic Financial Services
Utica,
New York
|
$8.35M
|
+$3.11K
|
+94
|
+0%
|
|
|
22
|
Principal Securities
Des Moines,
Iowa
|
$7.97M
|
+$528K
|
+15,969
|
+8%
|
|
|
23
|
Archford Capital Strategies
Swansea,
Illinois
|
$7.89M
|
+$206K
|
+6,232
|
+3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.71M
|
-$306K
|
-9,272
|
-5%
|
|
|
25
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.3M
|
+$8.13K
|
+246
|
+0.2%
|
|
