|
1
|
|
$275M
|
+$11.9M
|
+341,284
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$187M
|
+$10.9M
|
+312,138
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$152M
|
+$16.6M
|
+477,667
|
+12%
|
|
|
4
|
|
$120M
|
+$13.2M
|
+379,000
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$2.76M
|
+79,179
|
+3%
|
|
|
6
|
|
$103M
|
+$102M
|
+2,940,933
|
New
|
|
|
7
|
|
$81M
|
+$11.3M
|
+323,571
|
+16%
|
|
|
8
|
SigFig Wealth Management
San Francisco,
California
|
$79.5M
|
+$7.01M
|
+201,396
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.1M
|
+$19.4M
|
+555,622
|
+35%
|
|
|
10
|
|
$67.1M
|
+$1.84M
|
+52,785
|
+3%
|
|
|
11
|
Capital One Financial
Mclean,
Virginia
|
$63.9M
|
-$881K
|
-25,296
|
-1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.7M
|
+$1.32M
|
+37,972
|
+3%
|
|
|
13
|
Atwood & Palmer
Kansas City,
Missouri
|
$38.1M
|
+$1.37M
|
+39,466
|
+4%
|
|
|
14
|
Bank of New York Mellon
New York
|
$36.4M
|
-$6.22M
|
-178,548
|
-15%
|
|
|
15
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$34.3M
|
+$1.38M
|
+39,682
|
+4%
|
|
|
16
|
Stokes Family Office
New Orleans,
Louisiana
|
$33.8M
|
+$5.83M
|
+167,370
|
+21%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$31.9M
|
+$292K
|
+8,398
|
+0.9%
|
|
|
18
|
1900 Wealth Management
San Antonio,
Texas
|
$31.7M
|
+$7.24M
|
+207,982
|
+30%
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$31.3M
|
+$1.08M
|
+30,955
|
+4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$31.2M
|
-$9.92M
|
-284,792
|
-24%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$27M
|
+$781K
|
+22,415
|
+3%
|
|
|
22
|
Insight Wealth Strategies
San Ramon,
California
|
$26.7M
|
-$2.88M
|
-82,626
|
-10%
|
|
|
23
|
PFS Investments
Duluth,
Georgia
|
$26.7M
|
-$903K
|
-25,941
|
-3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.8M
|
+$89.6K
|
+2,574
|
+0.4%
|
|
|
25
|
Strategic Financial Services
Utica,
New York
|
$24M
|
-$122K
|
-3,495
|
-0.5%
|
|
