|
1
|
Wells Fargo
San Francisco,
California
|
$175M
|
-$3.64M
|
-81,368
|
-2%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
$145M
|
+$4.64M
|
+103,709
|
+3%
|
|
|
3
|
|
$132M
|
+$9.32M
|
+208,295
|
+7%
|
|
|
4
|
|
$89.5M
|
-$4.62M
|
-103,295
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$88.9M
|
+$2.03M
|
+45,387
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.8M
|
+$30M
|
+671,811
|
+81%
|
|
|
7
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$49M
|
-$407K
|
-9,095
|
-0.8%
|
|
|
8
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$47.2M
|
–
|
–
|
–
|
|
|
9
|
HB Wealth Management
Atlanta,
Georgia
|
$40.6M
|
-$2.62M
|
-58,583
|
-6%
|
|
|
10
|
|
$34.9M
|
+$5.54M
|
+123,821
|
+18%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
+$3.78M
|
+84,456
|
+14%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$23.9M
|
+$11.7M
|
+262,470
|
+90%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
+$7.8M
|
+174,317
|
+56%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$18.5M
|
+$668K
|
+14,931
|
+4%
|
|
|
15
|
Arvest Investments
Lowell,
Arkansas
|
$18M
|
+$280K
|
+6,263
|
+2%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$17.6M
|
+$1.57M
|
+35,056
|
+9%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.3M
|
-$168K
|
-3,761
|
-1%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$15M
|
+$676K
|
+15,112
|
+5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
+$513K
|
+11,477
|
+4%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$11.9M
|
-$651K
|
-14,556
|
-6%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
+$4.15M
|
+92,857
|
+52%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$9.82M
|
-$1.58M
|
-35,303
|
-13%
|
|
|
23
|
Strategic Financial Services
Utica,
New York
|
$9.6M
|
-$90K
|
-2,012
|
-0.9%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.34M
|
+$1.96M
|
+43,816
|
+25%
|
|
|
25
|
American National Bank & Trust
Wichita Falls,
Texas
|
$9.26M
|
+$860K
|
+19,218
|
+10%
|
|
