|
1
|
Wells Fargo
San Francisco,
California
|
$515M
|
+$21.5M
|
+614,414
|
+4%
|
|
|
2
|
|
$308M
|
+$16.4M
|
+469,077
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$197M
|
+$21.4M
|
+611,031
|
+12%
|
|
|
4
|
|
$133M
|
+$4.48M
|
+128,171
|
+4%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$119M
|
+$6.13M
|
+175,243
|
+5%
|
|
|
6
|
|
$115M
|
+$18.3M
|
+522,683
|
+19%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
-$7.06M
|
-201,764
|
-6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.5M
|
+$12.9M
|
+369,712
|
+15%
|
|
|
9
|
|
$73.3M
|
+$3.16M
|
+90,375
|
+5%
|
|
|
10
|
Capital One Financial
Mclean,
Virginia
|
$60.7M
|
-$1.59M
|
-45,535
|
-3%
|
|
|
11
|
1900 Wealth Management
San Antonio,
Texas
|
$46M
|
+$5.01M
|
+143,409
|
+12%
|
|
|
12
|
Stokes Family Office
New Orleans,
Louisiana
|
$45.3M
|
+$5.57M
|
+159,419
|
+14%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.7M
|
+$346K
|
+9,898
|
+0.8%
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
$40.9M
|
+$457K
|
+13,077
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$37.6M
|
+$1.93M
|
+55,277
|
+5%
|
|
|
16
|
Bank of New York Mellon
New York
|
$37.2M
|
+$363K
|
+10,374
|
+1%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$37.1M
|
+$1.44M
|
+41,216
|
+4%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$35.5M
|
+$257K
|
+7,349
|
+0.7%
|
|
|
19
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$33.2M
|
+$229K
|
+6,560
|
+0.7%
|
|
|
20
|
Insight Wealth Strategies
San Ramon,
California
|
$29.6M
|
+$409K
|
+11,704
|
+1%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$29.2M
|
+$1.11M
|
+31,646
|
+4%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.3M
|
+$404K
|
+11,548
|
+2%
|
|
|
23
|
Strategic Financial Services
Utica,
New York
|
$25.8M
|
+$2.85M
|
+81,455
|
+13%
|
|
|
24
|
PFS Investments
Duluth,
Georgia
|
$25.7M
|
-$415K
|
-11,859
|
-2%
|
|
|
25
|
High Probability Advisors
Pittsford,
New York
|
$24.5M
|
+$1.14M
|
+32,593
|
+5%
|
|
