|
1
|
SigFig Wealth Management
San Francisco,
California
|
$105M
|
+$2.47M
|
+72,940
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$98.2M
|
+$15.8M
|
+465,064
|
+18%
|
|
|
3
|
|
$75.6M
|
-$44.9M
|
-1,325,196
|
-36%
|
|
|
4
|
|
$55.7M
|
+$2.85M
|
+84,046
|
+5%
|
|
|
5
|
WMS Partners
Towson,
Maryland
|
$55M
|
+$2.19M
|
+64,686
|
+4%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$51.4M
|
+$54.6M
|
+1,610,736
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$50.3M
|
+$1.24M
|
+36,610
|
+2%
|
|
|
8
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$39M
|
+$188K
|
+5,543
|
+0.5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
+$2.54M
|
+74,846
|
+13%
|
|
|
10
|
|
$20.5M
|
+$1.42M
|
+41,772
|
+7%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$16.9M
|
-$3.33M
|
-98,195
|
-16%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$15.5M
|
+$618K
|
+18,224
|
+4%
|
|
|
13
|
Arvest Investments
Lowell,
Arkansas
|
$14.3M
|
-$424K
|
-12,504
|
-3%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$11M
|
-$957K
|
-28,228
|
-8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
-$2.24M
|
-65,975
|
-17%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.85M
|
+$1.53M
|
+45,291
|
+17%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$8.29M
|
-$636K
|
-18,760
|
-7%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$7.75M
|
-$294K
|
-8,686
|
-3%
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$7.61M
|
+$384K
|
+11,324
|
+5%
|
|
|
20
|
Strategic Financial Services
Utica,
New York
|
$7.36M
|
-$238K
|
-7,027
|
-3%
|
|
|
21
|
Archford Capital Strategies
Swansea,
Illinois
|
$6.92M
|
-$273K
|
-8,043
|
-4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.16M
|
-$39K
|
-1,152
|
-0.7%
|
|
|
23
|
GFG Capital
Miami,
Florida
|
$5.09M
|
-$25.4K
|
-750
|
-0.5%
|
|
|
24
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.88M
|
+$71.4K
|
+2,107
|
+1%
|
|
|
25
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.63M
|
+$65.7K
|
+1,938
|
+1%
|
|
