|
1
|
Wells Fargo
San Francisco,
California
|
$879M
|
+$10.1M
|
+250,352
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$245M
|
-$6.79M
|
-168,138
|
-3%
|
|
|
3
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$230M
|
+$226M
|
+5,598,074
|
New
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
$180M
|
-$3.77M
|
-93,349
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$177M
|
-$8.67M
|
-214,767
|
-5%
|
|
|
6
|
|
$135M
|
-$1.34M
|
-33,068
|
-1%
|
|
|
7
|
|
$134M
|
+$2.5M
|
+61,801
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$128M
|
-$7.97M
|
-197,357
|
-6%
|
|
|
9
|
HB Wealth Management
Atlanta,
Georgia
|
$110M
|
-$3.78M
|
-93,549
|
-3%
|
|
|
10
|
|
$79.9M
|
+$815K
|
+20,192
|
+1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$78.8M
|
+$8.86M
|
+219,435
|
+13%
|
|
|
12
|
|
$56.1M
|
+$2.06M
|
+50,958
|
+4%
|
|
|
13
|
Financial Management Professionals
Austin,
Texas
|
$54.4M
|
+$1.41M
|
+34,806
|
+3%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$52.8M
|
+$651K
|
+16,133
|
+1%
|
|
|
15
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$50.9M
|
+$18.4M
|
+456,812
|
+59%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$42M
|
-$573K
|
-14,199
|
-1%
|
|
|
17
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$41.8M
|
-$477K
|
-11,826
|
-1%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$41.5M
|
-$3.16M
|
-78,246
|
-7%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$41.2M
|
-$352K
|
-8,725
|
-0.9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41M
|
+$1.44M
|
+35,747
|
+4%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$40.7M
|
-$183K
|
-4,523
|
-0.5%
|
|
|
22
|
Brio Consultants
San Francisco,
California
|
$40.3M
|
+$824K
|
+20,407
|
+2%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$39.7M
|
-$346K
|
-8,567
|
-0.9%
|
|
|
24
|
High Probability Advisors
Pittsford,
New York
|
$39.3M
|
+$1.16M
|
+28,677
|
+3%
|
|
|
25
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$38.4M
|
-$927K
|
-22,971
|
-2%
|
|
