|
1
|
Wells Fargo
San Francisco,
California
|
$157M
|
+$12.7M
|
+328,385
|
+9%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$131M
|
-$3.23M
|
-83,479
|
-3%
|
|
|
3
|
|
$115M
|
-$4.32M
|
-111,683
|
-4%
|
|
|
4
|
|
$88.6M
|
+$2.93M
|
+75,819
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$80.2M
|
+$1.99M
|
+51,428
|
+3%
|
|
|
6
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$47.4M
|
-$1.83M
|
-47,359
|
-4%
|
|
|
7
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$44.5M
|
–
|
–
|
–
|
|
|
8
|
HB Wealth Management
Atlanta,
Georgia
|
$43M
|
-$2.65M
|
-68,704
|
-6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.3M
|
+$3.88M
|
+100,365
|
+12%
|
|
|
10
|
|
$28.3M
|
-$408K
|
-10,564
|
-1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$21.8M
|
+$2.06M
|
+53,364
|
+11%
|
|
|
12
|
Arvest Investments
Lowell,
Arkansas
|
$17.2M
|
-$906K
|
-23,445
|
-5%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$16.3M
|
+$355K
|
+9,197
|
+2%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$14.8M
|
+$1.23M
|
+31,818
|
+10%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.4M
|
+$162K
|
+4,180
|
+1%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$13.5M
|
+$505K
|
+13,062
|
+4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
-$1.58M
|
-40,831
|
-11%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$12.1M
|
-$1.81M
|
-46,808
|
-14%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$1.02M
|
+26,495
|
+10%
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.5M
|
+$9.55M
|
+247,190
|
+2,518%
|
|
|
21
|
Strategic Financial Services
Utica,
New York
|
$9.64M
|
-$351K
|
-9,095
|
-4%
|
|
|
22
|
Spinnaker Trust
Portland,
Maine
|
$8.21M
|
-$115K
|
-2,969
|
-1%
|
|
|
23
|
American National Bank & Trust
Wichita Falls,
Texas
|
$7.17M
|
+$1.89M
|
+48,975
|
+39%
|
|
|
24
|
Destiny Wealth Partners
Tavares,
Florida
|
$6.87M
|
+$186K
|
+4,801
|
+3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.4M
|
-$30.1K
|
-779
|
-0.5%
|
|
