|
1
|
|
$203M
|
-$21.9M
|
-777,506
|
-10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$132M
|
+$8.71M
|
+309,858
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$103M
|
+$85.4M
|
+3,036,352
|
+484%
|
|
|
4
|
|
$82.4M
|
-$6.42M
|
-228,452
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$78.3M
|
+$4.39M
|
+156,212
|
+6%
|
|
|
6
|
Capital One Financial
Mclean,
Virginia
|
$54.7M
|
+$18.6M
|
+661,749
|
+52%
|
|
|
7
|
|
$48.2M
|
+$2.73M
|
+97,159
|
+6%
|
|
|
8
|
SigFig Wealth Management
San Francisco,
California
|
$46.4M
|
+$4.46M
|
+158,815
|
+11%
|
|
|
9
|
|
$40.8M
|
+$3.85M
|
+137,093
|
+10%
|
|
|
10
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$40.4M
|
–
|
–
|
–
|
|
|
11
|
Bank of New York Mellon
New York
|
$37.2M
|
+$36.3M
|
+1,291,669
|
+4,317%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$36.8M
|
+$1.2M
|
+42,660
|
+3%
|
|
|
13
|
GFG Capital
Miami,
Florida
|
$29.4M
|
-$103K
|
-3,657
|
-0.3%
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
$28.4M
|
+$28.3M
|
+1,008,065
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28M
|
+$1.39M
|
+49,517
|
+5%
|
|
|
16
|
PFS Investments
Duluth,
Georgia
|
$22.7M
|
+$22.7M
|
+805,981
|
New
|
|
|
17
|
3D Asset Management
Hartford,
Connecticut
|
$22.6M
|
-$1.95M
|
-69,265
|
-8%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.6M
|
-$4.67M
|
-166,254
|
-18%
|
|
|
19
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$20.9M
|
–
|
–
|
–
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$20.9M
|
-$195K
|
-6,925
|
-0.9%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$20.5M
|
+$3.47M
|
+123,300
|
+20%
|
|
|
22
|
Strategic Financial Services
Utica,
New York
|
$19.3M
|
-$86.5K
|
-3,076
|
-0.4%
|
|
|
23
|
Waddell & Associates
Memphis,
Tennessee
|
$18.9M
|
+$149K
|
+5,300
|
+0.8%
|
|
|
24
|
Insight Wealth Strategies
San Ramon,
California
|
$17.2M
|
+$3.57M
|
+127,004
|
+26%
|
|
|
25
|
Executive Wealth Management
Brighton,
Michigan
|
$15.9M
|
-$1.29M
|
-45,995
|
-8%
|
|
