|
1
|
|
$250M
|
+$13.3M
|
+405,861
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$167M
|
-$5.14M
|
-156,843
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$128M
|
+$10.9M
|
+333,352
|
+9%
|
|
|
4
|
|
$101M
|
-$5.47M
|
-166,764
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$99.9M
|
+$8.45M
|
+257,717
|
+9%
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$68.5M
|
+$7.43M
|
+226,683
|
+12%
|
|
|
7
|
|
$65.9M
|
+$10.1M
|
+306,499
|
+18%
|
|
|
8
|
|
$61.7M
|
+$2.36M
|
+71,947
|
+4%
|
|
|
9
|
Capital One Financial
Mclean,
Virginia
|
$61.3M
|
+$1.97M
|
+60,064
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.8M
|
+$20.6M
|
+627,732
|
+67%
|
|
|
11
|
Bank of New York Mellon
New York
|
$40.3M
|
-$1.72M
|
-52,463
|
-4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$38.9M
|
-$8.1M
|
-247,130
|
-17%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.2M
|
+$2.96M
|
+90,267
|
+8%
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
$34.7M
|
+$430K
|
+13,122
|
+1%
|
|
|
15
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$31.1M
|
+$30.9M
|
+942,654
|
New
|
|
|
16
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$29.9M
|
+$2.19M
|
+66,747
|
+8%
|
|
|
17
|
Callan Capital
La Jolla,
California
|
$28.6M
|
+$3.17M
|
+96,663
|
+13%
|
|
|
18
|
Insight Wealth Strategies
San Ramon,
California
|
$28M
|
+$9.56M
|
+291,486
|
+53%
|
|
|
19
|
Stokes Family Office
New Orleans,
Louisiana
|
$26.6M
|
+$25.9M
|
+788,657
|
+6,908%
|
|
|
20
|
PFS Investments
Duluth,
Georgia
|
$25.9M
|
-$572K
|
-17,433
|
-2%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$24.8M
|
+$266K
|
+8,101
|
+1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.4M
|
+$3.83M
|
+116,945
|
+20%
|
|
|
23
|
3D/L Capital Management
Hartford,
Connecticut
|
$22.9M
|
-$1.13M
|
-34,481
|
-5%
|
|
|
24
|
Strategic Financial Services
Utica,
New York
|
$22.8M
|
-$43.3K
|
-1,321
|
-0.2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.9M
|
+$9.37M
|
+285,807
|
+82%
|
|
