|
1
|
Wells Fargo
San Francisco,
California
|
$521M
|
+$4.32M
|
+141,890
|
+0.8%
|
|
|
2
|
|
$180M
|
-$5.43M
|
-178,470
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$151M
|
-$24.4M
|
-803,613
|
-14%
|
|
|
4
|
|
$127M
|
+$2.6M
|
+85,345
|
+2%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$120M
|
-$542K
|
-17,819
|
-0.5%
|
|
|
6
|
|
$99.8M
|
-$13.8M
|
-454,342
|
-12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$97.1M
|
-$24.4M
|
-801,417
|
-20%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.9M
|
+$7.97K
|
+262
|
+0%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$69.8M
|
+$986K
|
+32,409
|
+1%
|
|
|
10
|
WMS Partners
Towson,
Maryland
|
$63.6M
|
+$12.6M
|
+414,777
|
+25%
|
|
|
11
|
1900 Wealth Management
San Antonio,
Texas
|
$46.3M
|
-$311K
|
-10,215
|
-0.6%
|
|
|
12
|
GFG Capital
Miami,
Florida
|
$45.4M
|
+$35.9K
|
+1,181
|
+0.1%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$39.4M
|
-$421K
|
-13,827
|
-1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.4M
|
+$17.1M
|
+563,479
|
+82%
|
|
|
15
|
Bank of New York Mellon
New York
|
$37.7M
|
-$1.46M
|
-48,099
|
-4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$35.7M
|
-$1.93M
|
-63,337
|
-5%
|
|
|
17
|
Strategic Financial Services
Utica,
New York
|
$33M
|
-$3.36M
|
-110,372
|
-9%
|
|
|
18
|
Executive Wealth Management
Brighton,
Michigan
|
$32.1M
|
+$12.1M
|
+396,271
|
+61%
|
|
|
19
|
High Probability Advisors
Pittsford,
New York
|
$31.4M
|
+$3.49M
|
+114,631
|
+13%
|
|
|
20
|
|
$29M
|
+$27.3M
|
+896,827
|
+1,959%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$28.1M
|
-$102K
|
-3,354
|
-0.4%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.2M
|
+$789K
|
+25,935
|
+3%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$25.9M
|
+$25.6M
|
+840,194
|
New
|
|
|
24
|
KB Financial Partners
Princeton,
New Jersey
|
$25.7M
|
+$221K
|
+7,262
|
+0.9%
|
|
|
25
|
Insight Wealth Strategies
San Ramon,
California
|
$23.9M
|
-$1.11M
|
-36,593
|
-5%
|
|
