|
1
|
Wells Fargo
San Francisco,
California
|
$665M
|
-$3.5M
|
-102,732
|
-0.5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$231M
|
+$6.4M
|
+187,961
|
+3%
|
|
|
3
|
|
$226M
|
+$35.4M
|
+1,038,539
|
+18%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$144M
|
+$1.96M
|
+57,650
|
+1%
|
|
|
5
|
|
$133M
|
-$53.8M
|
-1,578,764
|
-28%
|
|
|
6
|
|
$110M
|
+$639K
|
+18,774
|
+0.6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$2.16M
|
+63,291
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
+$2.71M
|
+79,533
|
+3%
|
|
|
9
|
WMS Partners
Towson,
Maryland
|
$94.5M
|
+$1.21M
|
+35,597
|
+1%
|
|
|
10
|
Bank of New York Mellon
New York
|
$59.8M
|
+$757K
|
+22,234
|
+1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$59.4M
|
+$476K
|
+13,965
|
+0.8%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$43.5M
|
-$2.04M
|
-59,982
|
-4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$42.3M
|
+$492K
|
+14,442
|
+1%
|
|
|
14
|
High Probability Advisors
Pittsford,
New York
|
$39.2M
|
+$1.18M
|
+34,645
|
+3%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$37.6M
|
+$892K
|
+26,190
|
+2%
|
|
|
16
|
Financial Management Professionals
Austin,
Texas
|
$37M
|
+$3.43M
|
+100,783
|
+10%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$35.6M
|
+$1.34M
|
+39,352
|
+4%
|
|
|
18
|
|
$34.2M
|
+$4.07M
|
+119,607
|
+13%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$33.4M
|
+$1.48M
|
+43,434
|
+5%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$31.8M
|
+$4.6K
|
+135
|
+0%
|
|
|
21
|
Strategic Financial Services
Utica,
New York
|
$31.7M
|
-$1.13M
|
-33,058
|
-3%
|
|
|
22
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$29.4M
|
+$406K
|
+11,917
|
+1%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$29.1M
|
-$58.1K
|
-1,706
|
-0.2%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.9M
|
-$216K
|
-6,357
|
-0.8%
|
|
|
25
|
GFG Capital
Miami,
Florida
|
$27.7M
|
-$320K
|
-9,401
|
-1%
|
|
