|
1
|
|
$258M
|
-$5.23M
|
-178,480
|
-2%
|
|
|
2
|
|
$126M
|
+$1.97M
|
+67,126
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
-$2.21M
|
-75,259
|
-2%
|
|
|
4
|
Spinnaker Trust
Portland,
Maine
|
$75.4M
|
+$47.4M
|
+1,617,309
|
+185%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$64.8M
|
+$9.7M
|
+331,044
|
+18%
|
|
|
6
|
Boston Financial Management
Boston,
Massachusetts
|
$54.7M
|
+$189K
|
+6,454
|
+0.4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$46M
|
+$771K
|
+26,325
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$42.9M
|
+$1.87M
|
+63,732
|
+5%
|
|
|
9
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$37.7M
|
+$36.6M
|
+1,247,434
|
New
|
|
|
10
|
SigFig Wealth Management
San Francisco,
California
|
$35.4M
|
+$3.64M
|
+124,174
|
+12%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$32.9M
|
+$2.6M
|
+88,781
|
+9%
|
|
|
12
|
3D Asset Management
Hartford,
Connecticut
|
$30.9M
|
-$716K
|
-24,432
|
-2%
|
|
|
13
|
|
$30.8M
|
-$2.5M
|
-85,235
|
-8%
|
|
|
14
|
Tompkins Financial
Ithaca,
New York
|
$29.5M
|
+$858K
|
+29,270
|
+3%
|
|
|
15
|
Glenview Trust
Louisville,
Kentucky
|
$28.9M
|
-$1.95M
|
-66,562
|
-7%
|
|
|
16
|
Capital One National Association
New York
|
$28.8M
|
+$27.9M
|
+951,350
|
New
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.1M
|
+$631K
|
+21,518
|
+2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.5M
|
+$925K
|
+31,565
|
+4%
|
|
|
19
|
GFG Capital
Miami,
Florida
|
$26.1M
|
+$25.2M
|
+861,643
|
New
|
|
|
20
|
Victory Capital Management
San Antonio,
Texas
|
$21.7M
|
–
|
–
|
–
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$21.2M
|
+$2.18M
|
+74,330
|
+12%
|
|
|
22
|
Waddell & Associates
Memphis,
Tennessee
|
$19.2M
|
-$182K
|
-6,199
|
-1%
|
|
|
23
|
American National Bank & Trust
Wichita Falls,
Texas
|
$18.9M
|
-$1.83M
|
-62,374
|
-9%
|
|
|
24
|
United Services Automobile Association
San Antonio,
Texas
|
$18.3M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.5M
|
-$2.42M
|
-82,645
|
-13%
|
|
