|
1
|
Wells Fargo
San Francisco,
California
|
$131M
|
+$8.42M
|
+245,094
|
+7%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$123M
|
-$1.23M
|
-35,728
|
-1%
|
|
|
3
|
|
$109M
|
+$7.32M
|
+213,115
|
+8%
|
|
|
4
|
|
$78.1M
|
+$11.6M
|
+338,086
|
+19%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$71.4M
|
+$3.69M
|
+107,554
|
+6%
|
|
|
6
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$45.1M
|
-$249K
|
-7,238
|
-0.6%
|
|
|
7
|
HB Wealth Management
Atlanta,
Georgia
|
$41.9M
|
-$22.5M
|
-655,265
|
-37%
|
|
|
8
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$40.6M
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.3M
|
+$1.26M
|
+36,621
|
+5%
|
|
|
10
|
|
$26.3M
|
-$519K
|
-15,121
|
-2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
+$33.1K
|
+964
|
+0.2%
|
|
|
12
|
Arvest Investments
Lowell,
Arkansas
|
$16.6M
|
-$392K
|
-11,404
|
-2%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$14.6M
|
+$171K
|
+4,982
|
+1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.4M
|
+$2.72M
|
+79,133
|
+28%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13M
|
+$161K
|
+4,680
|
+1%
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$12.5M
|
-$2.17M
|
-63,205
|
-16%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$12.3M
|
+$282K
|
+8,212
|
+3%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$11.8M
|
+$2.74M
|
+79,698
|
+33%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$10.8M
|
+$9.71M
|
+282,724
|
+3,903%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$9.6M
|
+$354K
|
+10,322
|
+4%
|
|
|
21
|
Strategic Financial Services
Utica,
New York
|
$9.15M
|
+$1.02M
|
+29,787
|
+14%
|
|
|
22
|
Spinnaker Trust
Portland,
Maine
|
$7.61M
|
-$368K
|
-10,706
|
-5%
|
|
|
23
|
Destiny Wealth Partners
Tavares,
Florida
|
$6.1M
|
+$180K
|
+5,246
|
+3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.88M
|
-$18.5K
|
-538
|
-0.3%
|
|
|
25
|
GFG Capital
Miami,
Florida
|
$5.63M
|
-$271K
|
-7,888
|
-5%
|
|
