|
1
|
Wells Fargo
San Francisco,
California
|
$1.06B
|
+$20.4M
|
+449,028
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$296M
|
+$27.3M
|
+600,897
|
+10%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$283M
|
+$27.7M
|
+609,836
|
+11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$269M
|
+$78.2M
|
+1,722,307
|
+41%
|
|
|
5
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$250M
|
+$1.96M
|
+43,131
|
+0.8%
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$227M
|
+$5.19M
|
+114,330
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$199M
|
-$3.52M
|
-77,462
|
-2%
|
|
|
8
|
|
$162M
|
+$11.6M
|
+255,571
|
+8%
|
|
|
9
|
|
$157M
|
+$12.5M
|
+275,043
|
+9%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
$119M
|
+$1.83M
|
+40,245
|
+2%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$102M
|
+$9.1M
|
+200,327
|
+10%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$96.6M
|
+$2.18M
|
+47,909
|
+2%
|
|
|
13
|
|
$89.3M
|
+$30.3M
|
+667,534
|
+52%
|
|
|
14
|
|
$80.5M
|
+$720K
|
+15,848
|
+0.9%
|
|
|
15
|
Financial Management Professionals
Austin,
Texas
|
$64.5M
|
+$2.04M
|
+45,033
|
+3%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$63.9M
|
+$918K
|
+20,221
|
+1%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$57.9M
|
+$11.8M
|
+259,868
|
+26%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$56.1M
|
+$15.3M
|
+336,872
|
+38%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$49.7M
|
+$46.8M
|
+1,031,511
|
+1,824%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$49.6M
|
+$934K
|
+20,575
|
+2%
|
|
|
21
|
High Probability Advisors
Pittsford,
New York
|
$48.6M
|
+$3.36M
|
+73,991
|
+7%
|
|
|
22
|
First Foundation Advisors
Irvine,
California
|
$46.6M
|
-$249K
|
-5,483
|
-0.5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$46.3M
|
-$456K
|
-10,047
|
-1%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$45.8M
|
-$266K
|
-5,864
|
-0.6%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.9M
|
-$149K
|
-3,275
|
-0.4%
|
|
