|
1
|
|
$229M
|
-$1.56M
|
-52,012
|
-0.7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$166M
|
+$15.6M
|
+521,036
|
+11%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$113M
|
-$3.37M
|
-112,717
|
-3%
|
|
|
4
|
|
$102M
|
+$8.57M
|
+286,232
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$88.2M
|
-$446K
|
-14,892
|
-0.5%
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$58.9M
|
+$6.03M
|
+201,523
|
+12%
|
|
|
7
|
|
$57.3M
|
+$2.55M
|
+85,108
|
+5%
|
|
|
8
|
Capital One Financial
Mclean,
Virginia
|
$57.2M
|
-$4.48M
|
-149,812
|
-8%
|
|
|
9
|
|
$53.9M
|
+$7.13M
|
+238,084
|
+16%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$45.4M
|
+$3.53M
|
+117,830
|
+9%
|
|
|
11
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$42.3M
|
-$3.21M
|
-107,253
|
-7%
|
|
|
12
|
Bank of New York Mellon
New York
|
$40.6M
|
-$1.46M
|
-48,714
|
-4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34M
|
+$2.13M
|
+71,094
|
+7%
|
|
|
14
|
GFG Capital
Miami,
Florida
|
$34M
|
+$676K
|
+22,597
|
+2%
|
|
|
15
|
Atwood & Palmer
Kansas City,
Missouri
|
$33.1M
|
+$872K
|
+29,134
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$30M
|
+$5.1M
|
+170,425
|
+22%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$26.7M
|
+$1.57M
|
+52,548
|
+7%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
$26M
|
-$164K
|
-5,488
|
-0.7%
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$24.5M
|
+$1.23M
|
+40,991
|
+6%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$23.7M
|
+$24.3K
|
+812
|
+0.1%
|
|
|
21
|
Strategic Financial Services
Utica,
New York
|
$22M
|
+$162K
|
+5,428
|
+0.8%
|
|
|
22
|
Waddell & Associates
Memphis,
Tennessee
|
$21.5M
|
+$116K
|
+3,877
|
+0.6%
|
|
|
23
|
1900 Wealth Management
San Antonio,
Texas
|
$19.3M
|
+$18.1M
|
+603,854
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.9M
|
+$5.99M
|
+200,182
|
+51%
|
|
|
25
|
United Services Automobile Association
San Antonio,
Texas
|
$17.9M
|
–
|
–
|
–
|
|
