|
1
|
SigFig Wealth Management
San Francisco,
California
|
$111M
|
+$1.57M
|
+47,582
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$109M
|
+$6.6M
|
+200,468
|
+7%
|
|
|
3
|
|
$90.5M
|
+$12.5M
|
+379,423
|
+16%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$60.1M
|
+$7.73M
|
+234,557
|
+15%
|
|
|
5
|
HB Wealth Management
Atlanta,
Georgia
|
$59.1M
|
+$58.6M
|
+1,780,214
|
New
|
|
|
6
|
|
$58.4M
|
+$541K
|
+16,434
|
+0.9%
|
|
|
7
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$40.5M
|
-$102K
|
-3,100
|
-0.3%
|
|
|
8
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$36.2M
|
+$36M
|
+1,091,863
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
+$4.2M
|
+127,623
|
+20%
|
|
|
10
|
|
$23.9M
|
+$2.64M
|
+80,142
|
+12%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
-$88K
|
-2,671
|
-0.6%
|
|
|
12
|
Arvest Investments
Lowell,
Arkansas
|
$15.2M
|
+$361K
|
+10,956
|
+2%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$12.8M
|
-$40.3M
|
-1,223,697
|
-76%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$12.6M
|
-$4.24M
|
-128,729
|
-24%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.5M
|
+$1.23M
|
+37,337
|
+12%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$10.7M
|
-$760K
|
-23,088
|
-7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.29M
|
-$1.41M
|
-42,928
|
-13%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$8.22M
|
-$395K
|
-11,997
|
-5%
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$7.61M
|
–
|
–
|
–
|
|
|
20
|
Strategic Financial Services
Utica,
New York
|
$7.17M
|
-$481K
|
-14,613
|
-6%
|
|
|
21
|
Spinnaker Trust
Portland,
Maine
|
$7.14M
|
-$908K
|
-27,573
|
-11%
|
|
|
22
|
GFG Capital
Miami,
Florida
|
$5.29M
|
-$6.39K
|
-194
|
-0.1%
|
|
|
23
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.26M
|
+$186K
|
+5,647
|
+4%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.26M
|
-$99.6K
|
-3,023
|
-2%
|
|
|
25
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$4.48M
|
-$149K
|
-4,521
|
-3%
|
|
