|
1
|
Wells Fargo
San Francisco,
California
|
$483M
|
+$34.2M
|
+1,238,281
|
+8%
|
|
|
2
|
|
$174M
|
-$10.9M
|
-393,436
|
-6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$164M
|
-$4.28M
|
-155,077
|
-3%
|
|
|
4
|
|
$116M
|
+$13.2M
|
+478,975
|
+13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$114M
|
+$34.5M
|
+1,248,200
|
+46%
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$113M
|
+$275K
|
+9,971
|
+0.3%
|
|
|
7
|
|
$106M
|
+$1.72M
|
+62,389
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$90.5M
|
-$4.16M
|
-150,664
|
-5%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$64.3M
|
+$61.2M
|
+2,216,584
|
New
|
|
|
10
|
WMS Partners
Towson,
Maryland
|
$47.5M
|
+$18.8M
|
+680,167
|
+70%
|
|
|
11
|
1900 Wealth Management
San Antonio,
Texas
|
$45.5M
|
+$500K
|
+18,120
|
+1%
|
|
|
12
|
GFG Capital
Miami,
Florida
|
$45.4M
|
+$980K
|
+35,496
|
+5%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$37.2M
|
+$6.73M
|
+243,822
|
+23%
|
|
|
14
|
Bank of New York Mellon
New York
|
$36.6M
|
+$9.09M
|
+329,235
|
+35%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$35.2M
|
-$9.9M
|
-358,681
|
-23%
|
|
|
16
|
Strategic Financial Services
Utica,
New York
|
$34M
|
-$918K
|
-33,253
|
-3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.4M
|
-$3.45M
|
-124,979
|
-10%
|
|
|
18
|
Accuvest Global Advisors
Provo,
Utah
|
$31.1M
|
+$20.3M
|
+736,517
|
+215%
|
|
|
19
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$26.3M
|
-$538K
|
-19,495
|
-2%
|
|
|
20
|
High Probability Advisors
Pittsford,
New York
|
$26M
|
+$1.13M
|
+41,017
|
+5%
|
|
|
21
|
KB Financial Partners
Princeton,
New Jersey
|
$23.8M
|
-$3.5M
|
-126,682
|
-13%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.7M
|
+$2.34M
|
+84,930
|
+12%
|
|
|
23
|
Insight Wealth Strategies
San Ramon,
California
|
$23.3M
|
-$1.32M
|
-47,866
|
-6%
|
|
|
24
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$21M
|
-$3.81M
|
-137,928
|
-16%
|
|
|
25
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$20.6M
|
+$2.68M
|
+97,054
|
+16%
|
|
