|
1
|
Wells Fargo
San Francisco,
California
|
$575M
|
+$44.5M
|
+1,418,508
|
+8%
|
|
|
2
|
|
$182M
|
-$1.53M
|
-48,644
|
-0.8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$154M
|
+$319K
|
+10,174
|
+0.2%
|
|
|
4
|
|
$142M
|
+$12.9M
|
+410,565
|
+10%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$121M
|
+$558K
|
+17,792
|
+0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$11.3M
|
+361,005
|
+11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$101M
|
+$2.76M
|
+87,810
|
+3%
|
|
|
8
|
|
$97.4M
|
-$4.2M
|
-133,852
|
-4%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$72M
|
+$879K
|
+27,996
|
+1%
|
|
|
10
|
WMS Partners
Towson,
Maryland
|
$71.8M
|
+$7.01M
|
+223,469
|
+11%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$52.3M
|
+$9.91M
|
+315,645
|
+23%
|
|
|
12
|
GFG Capital
Miami,
Florida
|
$48.6M
|
-$538K
|
-17,153
|
-2%
|
|
|
13
|
1900 Wealth Management
San Antonio,
Texas
|
$46.7M
|
-$2.5M
|
-79,703
|
-5%
|
|
|
14
|
Bank of New York Mellon
New York
|
$37.2M
|
-$1.17M
|
-37,225
|
-3%
|
|
|
15
|
Executive Wealth Management
Brighton,
Michigan
|
$34.4M
|
+$1.68M
|
+53,406
|
+5%
|
|
|
16
|
High Probability Advisors
Pittsford,
New York
|
$33.4M
|
+$1.52M
|
+48,376
|
+5%
|
|
|
17
|
Strategic Financial Services
Utica,
New York
|
$33.1M
|
-$729K
|
-23,244
|
-2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$32.9M
|
-$3.43M
|
-109,241
|
-9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.7M
|
-$6.46M
|
-205,899
|
-17%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$29M
|
+$450K
|
+14,334
|
+2%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$27.9M
|
-$12.3M
|
-390,617
|
-31%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$26M
|
-$323K
|
-10,289
|
-1%
|
|
|
23
|
Financial Management Professionals
Austin,
Texas
|
$25.8M
|
+$8.66M
|
+276,099
|
+50%
|
|
|
24
|
KB Financial Partners
Princeton,
New Jersey
|
$25.8M
|
-$323K
|
-10,289
|
-1%
|
|
|
25
|
|
$24.8M
|
+$908K
|
+28,938
|
+4%
|
|
