|
1
|
Wells Fargo
San Francisco,
California
|
$950M
|
+$31.2M
|
+747,167
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$248M
|
-$7.89M
|
-189,037
|
-3%
|
|
|
3
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$233M
|
-$7.03M
|
-168,447
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$201M
|
+$16M
|
+382,520
|
+9%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$192M
|
+$3.21M
|
+76,820
|
+2%
|
|
|
6
|
|
$142M
|
+$823K
|
+19,726
|
+0.6%
|
|
|
7
|
|
$133M
|
-$6.59M
|
-157,962
|
-5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$118M
|
-$15.6M
|
-373,081
|
-12%
|
|
|
9
|
HB Wealth Management
Atlanta,
Georgia
|
$111M
|
-$3.78M
|
-90,551
|
-3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$83.4M
|
+$1.05M
|
+25,202
|
+1%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$82.5M
|
+$39.6M
|
+947,845
|
+97%
|
|
|
12
|
|
$74.6M
|
-$8.61M
|
-206,206
|
-11%
|
|
|
13
|
|
$58.7M
|
+$82.2K
|
+1,969
|
+0.1%
|
|
|
14
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$58.6M
|
+$49.8M
|
+1,193,163
|
+694%
|
|
|
15
|
Financial Management Professionals
Austin,
Texas
|
$57.2M
|
+$358K
|
+8,587
|
+0.6%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$55.2M
|
+$96.4K
|
+2,311
|
+0.2%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$55.2M
|
+$1.97M
|
+47,159
|
+4%
|
|
|
18
|
Brio Consultants
San Francisco,
California
|
$43.9M
|
+$1.77M
|
+42,332
|
+4%
|
|
|
19
|
First Foundation Advisors
Irvine,
California
|
$43.4M
|
-$540K
|
-12,949
|
-1%
|
|
|
20
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$43.4M
|
-$325K
|
-7,779
|
-0.8%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$42.7M
|
-$341K
|
-8,162
|
-0.8%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$41.8M
|
-$723K
|
-17,315
|
-2%
|
|
|
23
|
High Probability Advisors
Pittsford,
New York
|
$41.7M
|
+$561K
|
+13,439
|
+1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.6M
|
-$1.22M
|
-29,180
|
-3%
|
|
|
25
|
Strategic Financial Services
Utica,
New York
|
$41.1M
|
-$1.02M
|
-24,450
|
-3%
|
|
