|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$98.6M
|
+$3.27M
|
+122,477
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$38.3M
|
+$6.1M
|
+228,243
|
+19%
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
$26.8M
|
+$3.3M
|
+123,361
|
+14%
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$25.8M
|
-$744K
|
-27,847
|
-3%
|
|
|
5
|
FDx Advisors
Chicago,
Illinois
|
$23.6M
|
-$18.6M
|
-695,322
|
-44%
|
|
|
6
|
|
$21.4M
|
-$6.53M
|
-244,320
|
-23%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$21.2M
|
-$794K
|
-29,711
|
-4%
|
|
|
8
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$19.5M
|
+$1.15M
|
+43,057
|
+6%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.7M
|
+$2.9M
|
+108,577
|
+20%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.6M
|
+$1.89M
|
+70,653
|
+12%
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$16.9M
|
+$4.94M
|
+185,015
|
+41%
|
|
|
12
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$15M
|
-$3.93M
|
-147,183
|
-21%
|
|
|
13
|
|
$13.7M
|
+$230K
|
+8,610
|
+2%
|
|
|
14
|
People's United Financial
Bridgeport,
Connecticut
|
$12.8M
|
+$12.8M
|
+479,173
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.08M
|
+$99.3K
|
+3,719
|
+1%
|
|
|
16
|
|
$8.67M
|
+$2.43M
|
+90,811
|
+39%
|
|
|
17
|
SimplyRich
Carlsbad,
California
|
$7.54M
|
+$81.6K
|
+3,055
|
+1%
|
|
|
18
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$7.19M
|
+$146K
|
+5,464
|
+2%
|
|
|
19
|
Asset Management One
Tokyo,
Japan
|
$6.87M
|
+$1.52M
|
+57,000
|
+28%
|
|
|
20
|
|
$6.52M
|
+$6.22M
|
+232,810
|
+1,988%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.49M
|
+$1.82M
|
+67,960
|
+39%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.33M
|
-$263K
|
-9,833
|
-4%
|
|
|
23
|
VOYA Investment Management
Atlanta,
Georgia
|
$5.7M
|
+$165K
|
+6,166
|
+3%
|
|
|
24
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$5.57M
|
-$200K
|
-7,489
|
-3%
|
|
|
25
|
Riverview Trust Company
Vancouver,
Washington
|
$5.55M
|
-$297K
|
-11,109
|
-5%
|
|
