|
1
|
Wells Fargo
San Francisco,
California
|
$838M
|
+$18.7M
|
+496,697
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$243M
|
+$584K
|
+15,506
|
+0.3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$179M
|
+$39.6M
|
+1,050,477
|
+30%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$178M
|
-$2.1M
|
-55,844
|
-1%
|
|
|
5
|
|
$132M
|
+$5.22M
|
+138,623
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$131M
|
+$3.57M
|
+94,786
|
+3%
|
|
|
7
|
|
$127M
|
-$59.9M
|
-1,590,406
|
-33%
|
|
|
8
|
HB Wealth Management
Atlanta,
Georgia
|
$110M
|
-$13.1M
|
-348,852
|
-11%
|
|
|
9
|
|
$76.3M
|
+$6.16M
|
+163,579
|
+9%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$67.3M
|
+$554K
|
+14,710
|
+0.9%
|
|
|
11
|
|
$52.1M
|
+$3.16M
|
+83,750
|
+7%
|
|
|
12
|
Financial Management Professionals
Austin,
Texas
|
$51.1M
|
+$167K
|
+4,442
|
+0.3%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$50.3M
|
+$613K
|
+16,267
|
+1%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$43.2M
|
-$2.62M
|
-69,474
|
-6%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$41.1M
|
+$2.17M
|
+57,673
|
+6%
|
|
|
16
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$40.7M
|
+$2.59M
|
+68,754
|
+7%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$40.1M
|
+$2.41M
|
+64,027
|
+7%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$39.4M
|
+$255K
|
+6,775
|
+0.7%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$39M
|
-$1.33M
|
-35,185
|
-3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.2M
|
-$1.29M
|
-34,188
|
-3%
|
|
|
21
|
Brio Consultants
San Francisco,
California
|
$38.1M
|
+$1.16M
|
+30,894
|
+3%
|
|
|
22
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$38M
|
-$111K
|
-2,938
|
-0.3%
|
|
|
23
|
Strategic Financial Services
Utica,
New York
|
$37.7M
|
+$2.55M
|
+67,625
|
+8%
|
|
|
24
|
High Probability Advisors
Pittsford,
New York
|
$36.8M
|
-$2.72M
|
-72,180
|
-7%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$34M
|
+$420K
|
+11,152
|
+1%
|
|
