|
1
|
Wells Fargo
San Francisco,
California
|
$720M
|
+$4.83M
|
+138,857
|
+0.7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$240M
|
-$7.89M
|
-226,790
|
-3%
|
|
|
3
|
|
$218M
|
-$24M
|
-689,057
|
-10%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$156M
|
+$996K
|
+28,621
|
+0.7%
|
|
|
5
|
|
$145M
|
+$1.55M
|
+44,535
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$126M
|
+$12.4M
|
+357,460
|
+11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$119M
|
+$2.63M
|
+75,579
|
+2%
|
|
|
8
|
|
$115M
|
-$2.71M
|
-77,981
|
-2%
|
|
|
9
|
WMS Partners
Towson,
Maryland
|
$106M
|
+$4.58M
|
+131,660
|
+5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$62.4M
|
-$1.35M
|
-38,920
|
-2%
|
|
|
11
|
Bank of New York Mellon
New York
|
$62.4M
|
-$1.81M
|
-51,879
|
-3%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$43M
|
-$2.36M
|
-67,672
|
-5%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$42.8M
|
-$3.76M
|
-107,916
|
-8%
|
|
|
14
|
Financial Management Professionals
Austin,
Texas
|
$41.8M
|
+$1.98M
|
+56,951
|
+5%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$40.4M
|
-$6.89K
|
-198
|
-0%
|
|
|
16
|
|
$39.6M
|
+$2.75M
|
+78,902
|
+8%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$38.9M
|
+$636K
|
+18,277
|
+2%
|
|
|
18
|
High Probability Advisors
Pittsford,
New York
|
$37M
|
-$5.02M
|
-144,373
|
-12%
|
|
|
19
|
Executive Wealth Management
Brighton,
Michigan
|
$36.5M
|
+$35.1M
|
+1,010,000
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$36.1M
|
+$206K
|
+5,915
|
+0.6%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$34.7M
|
+$513K
|
+14,746
|
+2%
|
|
|
22
|
Strategic Financial Services
Utica,
New York
|
$34.1M
|
+$58K
|
+1,667
|
+0.2%
|
|
|
23
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$32.4M
|
+$721K
|
+20,711
|
+2%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$31.8M
|
+$462K
|
+13,287
|
+2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.3M
|
+$2.03M
|
+58,353
|
+7%
|
|
