|
1
|
|
$681M
|
-$18.3M
|
-568,002
|
-3%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$120M
|
+$1.27M
|
+39,416
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$70.1M
|
+$12.8M
|
+395,373
|
+22%
|
|
|
4
|
|
$64.1M
|
+$7.4M
|
+229,496
|
+13%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$58.4M
|
-$2.4M
|
-74,379
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$42M
|
+$6.03M
|
+186,925
|
+17%
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$39.6M
|
+$4.55M
|
+141,126
|
+13%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$35.7M
|
+$8.69M
|
+269,573
|
+33%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$27.3M
|
+$633K
|
+19,627
|
+2%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.5M
|
+$661K
|
+20,479
|
+3%
|
|
|
11
|
|
$23.2M
|
+$341K
|
+10,573
|
+2%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$21.3M
|
+$21.1M
|
+653,955
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
+$1.04M
|
+32,294
|
+6%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.7M
|
–
|
–
|
–
|
|
|
15
|
Choate Investment Advisors
Boston,
Massachusetts
|
$18.4M
|
-$1.38M
|
-42,679
|
-7%
|
|
|
16
|
SigFig Wealth Management
San Francisco,
California
|
$17.9M
|
+$1.97M
|
+61,119
|
+12%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.2M
|
-$293K
|
-9,085
|
-3%
|
|
|
18
|
Level Four Advisory Services
Dallas,
Texas
|
$9.82M
|
+$160K
|
+4,956
|
+2%
|
|
|
19
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$9.73M
|
+$2.52M
|
+78,109
|
+35%
|
|
|
20
|
|
$7.34M
|
+$1.89M
|
+58,477
|
+35%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.82M
|
+$2.92M
|
+90,430
|
+76%
|
|
|
22
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$6.71M
|
+$2.12M
|
+65,802
|
+47%
|
|
|
23
|
Glenview Trust
Louisville,
Kentucky
|
$6.6M
|
+$1.8M
|
+55,693
|
+38%
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$5.38M
|
-$544K
|
-16,880
|
-9%
|
|
|
25
|
Capital One Investing
Mclean,
Virginia
|
$5.04M
|
+$2.03K
|
+63
|
+0%
|
|
