|
1
|
Wells Fargo
San Francisco,
California
|
$385M
|
-$44.6M
|
-1,472,662
|
-10%
|
|
|
2
|
|
$185M
|
-$195K
|
-6,428
|
-0.1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$168M
|
-$17.7M
|
-584,001
|
-9%
|
|
|
4
|
|
$109M
|
-$5.93M
|
-195,920
|
-5%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$101M
|
+$5.3M
|
+175,065
|
+5%
|
|
|
6
|
|
$99.1M
|
+$2.09M
|
+69,051
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.4M
|
-$6.86M
|
-226,636
|
-7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$74.2M
|
+$5.91M
|
+195,033
|
+8%
|
|
|
9
|
|
$61.8M
|
+$2.69M
|
+88,912
|
+4%
|
|
|
10
|
1900 Wealth Management
San Antonio,
Texas
|
$42.6M
|
+$3.21M
|
+105,907
|
+7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$38.5M
|
+$2.89M
|
+95,593
|
+7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.4M
|
+$1.19M
|
+39,205
|
+3%
|
|
|
13
|
Atwood & Palmer
Kansas City,
Missouri
|
$34.7M
|
+$1.5M
|
+49,689
|
+4%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$27.6M
|
-$4.69M
|
-154,861
|
-13%
|
|
|
15
|
Bank of New York Mellon
New York
|
$27.1M
|
-$2.75M
|
-90,912
|
-9%
|
|
|
16
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$26.6M
|
+$48.9K
|
+1,614
|
+0.2%
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$24.9M
|
+$1.37M
|
+45,308
|
+5%
|
|
|
18
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$24.6M
|
-$1.99M
|
-65,561
|
-7%
|
|
|
19
|
Strategic Financial Services
Utica,
New York
|
$23.9M
|
-$1.54M
|
-50,899
|
-6%
|
|
|
20
|
Insight Wealth Strategies
San Ramon,
California
|
$23.9M
|
+$107K
|
+3,543
|
+0.4%
|
|
|
21
|
High Probability Advisors
Pittsford,
New York
|
$22.2M
|
+$1.59M
|
+52,429
|
+7%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.9M
|
-$476K
|
-15,736
|
-2%
|
|
|
23
|
KB Financial Partners
Princeton,
New Jersey
|
$21.6M
|
+$593K
|
+19,587
|
+3%
|
|
|
24
|
GFG Capital
Miami,
Florida
|
$21.6M
|
-$75.3K
|
-2,488
|
-0.3%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$20.5M
|
+$22.8M
|
+753,147
|
New
|
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