|
1
|
Wells Fargo
San Francisco,
California
|
$502M
|
+$24.9M
|
+747,349
|
+5%
|
|
|
2
|
|
$221M
|
-$67.1M
|
-2,012,891
|
-23%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$217M
|
+$35.7M
|
+1,070,051
|
+19%
|
|
|
4
|
|
$135M
|
+$11.8M
|
+352,827
|
+9%
|
|
|
5
|
|
$114M
|
+$8.1M
|
+242,808
|
+7%
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$113M
|
+$2.86M
|
+85,593
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$113M
|
+$21.8M
|
+653,918
|
+23%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$81.1M
|
-$15.6M
|
-467,081
|
-16%
|
|
|
9
|
|
$69.9M
|
+$1.97M
|
+59,055
|
+3%
|
|
|
10
|
1900 Wealth Management
San Antonio,
Texas
|
$46.7M
|
+$4.12M
|
+123,644
|
+9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.8M
|
+$2.33M
|
+69,973
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$42.2M
|
+$7.47M
|
+223,853
|
+21%
|
|
|
13
|
Atwood & Palmer
Kansas City,
Missouri
|
$39.2M
|
+$1.27M
|
+38,025
|
+3%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$37.6M
|
+$4.67M
|
+139,883
|
+14%
|
|
|
15
|
Bank of New York Mellon
New York
|
$34.9M
|
+$348K
|
+10,447
|
+1%
|
|
|
16
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$31.2M
|
-$3.25M
|
-97,361
|
-9%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$31.1M
|
+$279K
|
+8,365
|
+0.9%
|
|
|
18
|
Strategic Financial Services
Utica,
New York
|
$29.8M
|
+$5.94M
|
+178,068
|
+24%
|
|
|
19
|
Insight Wealth Strategies
San Ramon,
California
|
$28M
|
+$578K
|
+17,336
|
+2%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$27.9M
|
+$805K
|
+24,139
|
+3%
|
|
|
21
|
Stokes Family Office
New Orleans,
Louisiana
|
$26.3M
|
-$16M
|
-479,514
|
-37%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.3M
|
+$935K
|
+28,037
|
+4%
|
|
|
23
|
GFG Capital
Miami,
Florida
|
$25.5M
|
+$6.71M
|
+201,168
|
+35%
|
|
|
24
|
KB Financial Partners
Princeton,
New Jersey
|
$24.8M
|
+$3.13M
|
+93,888
|
+14%
|
|
|
25
|
High Probability Advisors
Pittsford,
New York
|
$24.4M
|
+$1.69M
|
+50,582
|
+7%
|
|
