|
1
|
|
$212M
|
-$11.7M
|
-465,934
|
-6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$26.7M
|
+1,059,603
|
+32%
|
|
|
3
|
|
$83.9M
|
+$3.49M
|
+138,907
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$69.8M
|
-$10.5M
|
-415,842
|
-14%
|
|
|
5
|
|
$42.9M
|
+$40.6M
|
+1,613,713
|
New
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$39.6M
|
+$3.25M
|
+129,092
|
+10%
|
|
|
7
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$38.1M
|
-$327K
|
-13,000
|
-0.9%
|
|
|
8
|
|
$34.9M
|
+$4.3M
|
+170,889
|
+15%
|
|
|
9
|
Capital One Financial
Mclean,
Virginia
|
$34.1M
|
+$8.63M
|
+342,980
|
+37%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$33.6M
|
-$521K
|
-20,716
|
-2%
|
|
|
11
|
GFG Capital
Miami,
Florida
|
$27.8M
|
+$3.45M
|
+137,322
|
+15%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.1M
|
+$15.7M
|
+624,143
|
+194%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.9M
|
+$2.08M
|
+82,501
|
+10%
|
|
|
14
|
3D Asset Management
Hartford,
Connecticut
|
$23.2M
|
-$3.35M
|
-133,187
|
-13%
|
|
|
15
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$20.9M
|
+$676K
|
+26,875
|
+4%
|
|
|
16
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$19.9M
|
-$1.77M
|
-70,382
|
-9%
|
|
|
17
|
Strategic Financial Services
Utica,
New York
|
$18.3M
|
+$17.3M
|
+688,787
|
New
|
|
|
18
|
Waddell & Associates
Memphis,
Tennessee
|
$17.7M
|
+$366K
|
+14,555
|
+2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.3M
|
-$928K
|
-36,901
|
-5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$16.7M
|
-$15.1M
|
-598,972
|
-49%
|
|
|
21
|
Executive Wealth Management
Brighton,
Michigan
|
$16.2M
|
+$7.57M
|
+300,998
|
+98%
|
|
|
22
|
Callan Capital
La Jolla,
California
|
$16M
|
-$12.6M
|
-499,235
|
-45%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$15.2M
|
-$11M
|
-437,700
|
-43%
|
|
|
24
|
Victory Capital Management
San Antonio,
Texas
|
$14.9M
|
-$14.1M
|
-561,138
|
-50%
|
|
|
25
|
United Services Automobile Association
San Antonio,
Texas
|
$14.9M
|
–
|
–
|
–
|
|
