|
1
|
Wells Fargo
San Francisco,
California
|
$478M
|
+$306M
|
+8,618,269
|
+161%
|
|
|
2
|
|
$283M
|
+$11.9M
|
+335,536
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$170M
|
+$21.2M
|
+599,034
|
+14%
|
|
|
4
|
|
$125M
|
+$7.8M
|
+219,978
|
+6%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$109M
|
+$32.8M
|
+925,470
|
+41%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$1.59M
|
+44,877
|
+1%
|
|
|
7
|
|
$93.4M
|
+$14.7M
|
+413,993
|
+18%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.8M
|
+$10.7M
|
+301,361
|
+14%
|
|
|
9
|
|
$67.9M
|
+$2.37M
|
+66,920
|
+3%
|
|
|
10
|
Capital One Financial
Mclean,
Virginia
|
$60.4M
|
-$2.24M
|
-63,062
|
-3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42M
|
+$1.21M
|
+34,088
|
+3%
|
|
|
12
|
1900 Wealth Management
San Antonio,
Texas
|
$39.7M
|
+$8.98M
|
+253,133
|
+28%
|
|
|
13
|
Atwood & Palmer
Kansas City,
Missouri
|
$39.2M
|
+$2.05M
|
+57,712
|
+5%
|
|
|
14
|
Stokes Family Office
New Orleans,
Louisiana
|
$38.4M
|
+$5.54M
|
+156,119
|
+16%
|
|
|
15
|
Bank of New York Mellon
New York
|
$35.7M
|
+$133K
|
+3,737
|
+0.4%
|
|
|
16
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$34.5M
|
+$1M
|
+28,299
|
+3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$34.5M
|
+$4.19M
|
+118,273
|
+13%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$34.2M
|
+$3.72M
|
+105,035
|
+12%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.6M
|
+$9.7M
|
+273,537
|
+38%
|
|
|
20
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$31.9M
|
+$766K
|
+21,606
|
+2%
|
|
|
21
|
Insight Wealth Strategies
San Ramon,
California
|
$28.2M
|
+$2.21M
|
+62,326
|
+8%
|
|
|
22
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$27.2M
|
+$849K
|
+23,958
|
+3%
|
|
|
23
|
PFS Investments
Duluth,
Georgia
|
$26.7M
|
-$554K
|
-15,620
|
-2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.1M
|
+$5.1M
|
+143,894
|
+23%
|
|
|
25
|
3D/L Capital Management
Hartford,
Connecticut
|
$22.8M
|
+$95.6K
|
+2,695
|
+0.4%
|
|
