|
1
|
Wells Fargo
San Francisco,
California
|
$385M
|
+$46.6M
|
+1,677,978
|
+12%
|
|
|
2
|
|
$160M
|
-$7.36M
|
-265,249
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$145M
|
-$5.41M
|
-195,082
|
-3%
|
|
|
4
|
|
$99.1M
|
–
|
–
|
–
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$97.4M
|
+$7.61M
|
+274,226
|
+8%
|
|
|
6
|
|
$89.9M
|
-$8.3M
|
-299,056
|
-8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.5M
|
+$2.04M
|
+73,579
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$67M
|
+$909K
|
+32,764
|
+1%
|
|
|
9
|
|
$54.4M
|
-$748K
|
-26,937
|
-1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$39.1M
|
+$5.43M
|
+195,670
|
+14%
|
|
|
11
|
1900 Wealth Management
San Antonio,
Texas
|
$38.6M
|
+$755K
|
+27,189
|
+2%
|
|
|
12
|
Atwood & Palmer
Kansas City,
Missouri
|
$31M
|
+$80.6K
|
+2,903
|
+0.2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.1M
|
-$3.66M
|
-131,935
|
-10%
|
|
|
14
|
Strategic Financial Services
Utica,
New York
|
$30.1M
|
+$9.9M
|
+356,547
|
+41%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$26M
|
+$1.59M
|
+57,455
|
+6%
|
|
|
16
|
WMS Partners
Towson,
Maryland
|
$24M
|
+$24M
|
+866,039
|
+826%
|
|
|
17
|
Insight Wealth Strategies
San Ramon,
California
|
$23.9M
|
–
|
–
|
–
|
|
|
18
|
KB Financial Partners
Princeton,
New Jersey
|
$23.6M
|
+$4.88M
|
+175,799
|
+23%
|
|
|
19
|
Bank of New York Mellon
New York
|
$23.3M
|
-$953K
|
-34,339
|
-4%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$23.1M
|
+$990K
|
+35,688
|
+4%
|
|
|
21
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$21.5M
|
-$436K
|
-15,727
|
-2%
|
|
|
22
|
High Probability Advisors
Pittsford,
New York
|
$21.4M
|
+$1.79M
|
+64,383
|
+8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.7M
|
+$4.37M
|
+157,278
|
+25%
|
|
|
24
|
|
$18.9M
|
+$670K
|
+24,136
|
+3%
|
|
|
25
|
GFG Capital
Miami,
Florida
|
$18.8M
|
-$496K
|
-17,854
|
-2%
|
|
