|
1
|
Wells Fargo
San Francisco,
California
|
$681M
|
+$16.2M
|
+488,043
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$229M
|
+$48.4M
|
+1,461,504
|
+28%
|
|
|
3
|
|
$195M
|
+$16M
|
+483,274
|
+9%
|
|
|
4
|
|
$190M
|
+$1.23M
|
+37,156
|
+0.7%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$144M
|
+$3.11M
|
+93,876
|
+2%
|
|
|
6
|
|
$111M
|
-$92.6M
|
-2,798,870
|
-46%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$16.2M
|
+489,379
|
+18%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
-$6.95M
|
-209,965
|
-6%
|
|
|
9
|
WMS Partners
Towson,
Maryland
|
$95.1M
|
+$3.34M
|
+100,895
|
+4%
|
|
|
10
|
Bank of New York Mellon
New York
|
$60.1M
|
-$294K
|
-8,888
|
-0.5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$60M
|
-$1.76M
|
-53,070
|
-3%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$46.3M
|
-$39.5M
|
-1,194,208
|
-47%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$42.6M
|
+$30.3M
|
+916,847
|
+281%
|
|
|
14
|
High Probability Advisors
Pittsford,
New York
|
$38.8M
|
+$1.29M
|
+38,871
|
+4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38M
|
+$4.68M
|
+141,363
|
+15%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$37.4M
|
+$4.36M
|
+131,620
|
+14%
|
|
|
17
|
Executive Wealth Management
Brighton,
Michigan
|
$35.2M
|
-$3.19M
|
-96,337
|
-9%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$34.9M
|
+$7.84M
|
+236,978
|
+30%
|
|
|
19
|
Financial Management Professionals
Austin,
Texas
|
$34.3M
|
+$1.54M
|
+46,580
|
+5%
|
|
|
20
|
Strategic Financial Services
Utica,
New York
|
$33.4M
|
-$542K
|
-16,373
|
-2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$32.6M
|
-$1.34M
|
-40,403
|
-4%
|
|
|
22
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$32.4M
|
+$830K
|
+25,077
|
+3%
|
|
|
23
|
|
$30.8M
|
+$1.53M
|
+46,239
|
+5%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$29.8M
|
+$1.21M
|
+36,539
|
+4%
|
|
|
25
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$29.6M
|
+$3.69M
|
+111,346
|
+15%
|
|
