|
1
|
Wells Fargo
San Francisco,
California
|
$172M
|
+$11.5M
|
+276,247
|
+7%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$135M
|
+$922K
|
+22,157
|
+0.7%
|
|
|
3
|
|
$118M
|
+$413K
|
+9,926
|
+0.4%
|
|
|
4
|
|
$90.5M
|
+$19.1K
|
+459
|
+0%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$83.8M
|
+$1.76M
|
+42,384
|
+2%
|
|
|
6
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$47.6M
|
-$890K
|
-21,385
|
-2%
|
|
|
7
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$45.4M
|
–
|
–
|
–
|
|
|
8
|
HB Wealth Management
Atlanta,
Georgia
|
$41.6M
|
-$2.4M
|
-57,648
|
-5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.5M
|
-$3.65M
|
-87,777
|
-10%
|
|
|
10
|
|
$28.5M
|
-$440K
|
-10,562
|
-2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
+$2.18M
|
+52,472
|
+10%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$17.2M
|
+$461K
|
+11,085
|
+3%
|
|
|
13
|
Arvest Investments
Lowell,
Arkansas
|
$17.1M
|
-$533K
|
-12,818
|
-3%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$15.5M
|
+$375K
|
+9,016
|
+2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.9M
|
+$182K
|
+4,377
|
+1%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$13.8M
|
+$41.4K
|
+995
|
+0.3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
-$273K
|
-6,569
|
-2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
+$390K
|
+9,365
|
+3%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$12.1M
|
+$12.1M
|
+290,767
|
New
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.9M
|
+$230K
|
+5,518
|
+2%
|
|
|
21
|
Apella Capital
West Hartford,
Connecticut
|
$10.9M
|
-$1.27M
|
-30,576
|
-10%
|
|
|
22
|
Strategic Financial Services
Utica,
New York
|
$10.3M
|
-$520K
|
-12,482
|
-5%
|
|
|
23
|
Spinnaker Trust
Portland,
Maine
|
$8.24M
|
-$154K
|
-3,702
|
-2%
|
|
|
24
|
American National Bank & Trust
Wichita Falls,
Texas
|
$8.12M
|
+$796K
|
+19,133
|
+11%
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.53M
|
+$5.44M
|
+130,714
|
+261%
|
|
