|
1
|
Wells Fargo
San Francisco,
California
|
$633M
|
+$196K
|
+6,394
|
+0%
|
|
|
2
|
|
$197M
|
+$90.1M
|
+2,945,403
|
+95%
|
|
|
3
|
|
$180M
|
-$9.47M
|
-309,419
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$171M
|
+$3.34M
|
+109,017
|
+2%
|
|
|
5
|
|
$170M
|
+$9.45M
|
+308,737
|
+6%
|
|
|
6
|
SigFig Wealth Management
San Francisco,
California
|
$135M
|
+$1.07M
|
+35,096
|
+0.9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
-$977K
|
-31,927
|
-1%
|
|
|
8
|
WMS Partners
Towson,
Maryland
|
$87.3M
|
+$5.96M
|
+194,650
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.7M
|
-$1.72M
|
-56,221
|
-2%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$83.1M
|
+$6.56M
|
+214,252
|
+9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$58.9M
|
+$1.54M
|
+50,222
|
+3%
|
|
|
12
|
Bank of New York Mellon
New York
|
$57.6M
|
-$1.23M
|
-40,245
|
-2%
|
|
|
13
|
1900 Wealth Management
San Antonio,
Texas
|
$40.8M
|
-$18.2M
|
-593,937
|
-32%
|
|
|
14
|
Executive Wealth Management
Brighton,
Michigan
|
$36.8M
|
+$426K
|
+13,918
|
+1%
|
|
|
15
|
High Probability Advisors
Pittsford,
New York
|
$35.7M
|
+$102K
|
+3,340
|
+0.3%
|
|
|
16
|
Strategic Financial Services
Utica,
New York
|
$32.4M
|
-$1.43M
|
-46,622
|
-4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$32.3M
|
+$821K
|
+26,837
|
+3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.6M
|
+$3.21M
|
+104,800
|
+12%
|
|
|
19
|
First Foundation Advisors
Irvine,
California
|
$31.4M
|
+$1.23M
|
+40,155
|
+4%
|
|
|
20
|
Financial Management Professionals
Austin,
Texas
|
$31.1M
|
+$629K
|
+20,562
|
+2%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$30M
|
-$459K
|
-15,007
|
-2%
|
|
|
22
|
|
$27.8M
|
+$26M
|
+851,172
|
New
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$27.4M
|
-$708K
|
-23,152
|
-3%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.2M
|
+$158K
|
+5,149
|
+0.6%
|
|
|
25
|
GFG Capital
Miami,
Florida
|
$27.2M
|
+$2.32M
|
+75,816
|
+10%
|
|
