|
1
|
Wells Fargo
San Francisco,
California
|
$683M
|
+$19.7M
|
+568,547
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$230M
|
+$8.3M
|
+239,963
|
+4%
|
|
|
3
|
|
$170M
|
-$32.2M
|
-931,539
|
-15%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$151M
|
+$7.9M
|
+228,582
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$121M
|
+$11.9M
|
+343,409
|
+10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
-$3.06M
|
-88,456
|
-3%
|
|
|
7
|
|
$112M
|
+$6.37M
|
+184,169
|
+6%
|
|
|
8
|
WMS Partners
Towson,
Maryland
|
$103M
|
+$5.49M
|
+158,788
|
+5%
|
|
|
9
|
|
$78.3M
|
-$57.5M
|
-1,663,481
|
-42%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$55.8M
|
-$1.82M
|
-52,572
|
-3%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$42.4M
|
+$2.8M
|
+80,948
|
+7%
|
|
|
12
|
Financial Management Professionals
Austin,
Texas
|
$40.5M
|
+$1.95M
|
+56,479
|
+5%
|
|
|
13
|
|
$38.8M
|
+$2.37M
|
+68,530
|
+6%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$38.6M
|
+$2.79M
|
+80,722
|
+7%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$36.3M
|
-$958K
|
-27,714
|
-2%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$35.1M
|
-$4.43M
|
-128,197
|
-11%
|
|
|
17
|
High Probability Advisors
Pittsford,
New York
|
$34.4M
|
+$353K
|
+10,217
|
+1%
|
|
|
18
|
Executive Wealth Management
Brighton,
Michigan
|
$33.9M
|
+$198K
|
+5,716
|
+0.6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$32.6M
|
-$717K
|
-20,736
|
-2%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$32M
|
+$52K
|
+1,504
|
+0.2%
|
|
|
21
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$31.6M
|
+$1.83M
|
+52,922
|
+6%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$31.2M
|
+$1.96M
|
+56,671
|
+6%
|
|
|
23
|
Strategic Financial Services
Utica,
New York
|
$31M
|
-$405K
|
-11,722
|
-1%
|
|
|
24
|
Bank of New York Mellon
New York
|
$29.9M
|
-$28.7M
|
-828,775
|
-48%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28M
|
+$497K
|
+14,380
|
+2%
|
|
