|
1
|
|
$700M
|
+$11.6M
|
+358,548
|
+2%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$103M
|
-$17.6M
|
-544,842
|
-15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$69.1M
|
-$1.7M
|
-52,344
|
-2%
|
|
|
4
|
|
$60.7M
|
-$4.02M
|
-124,117
|
-6%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$60.1M
|
+$1.1M
|
+33,861
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$44.5M
|
+$2.02M
|
+62,449
|
+5%
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$40.3M
|
+$458K
|
+14,137
|
+1%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$36.5M
|
+$478K
|
+14,746
|
+1%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$29.4M
|
+$29M
|
+895,250
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.7M
|
+$841K
|
+25,969
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$25.2M
|
-$2.32M
|
-71,575
|
-9%
|
|
|
12
|
SigFig Wealth Management
San Francisco,
California
|
$20.9M
|
+$2.71M
|
+83,702
|
+15%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.9M
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$621K
|
-19,181
|
-3%
|
|
|
15
|
|
$17.4M
|
-$5.89M
|
-181,746
|
-26%
|
|
|
16
|
Choate Investment Advisors
Boston,
Massachusetts
|
$17.1M
|
-$1.44M
|
-44,583
|
-8%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$11M
|
+$703K
|
+21,704
|
+7%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$9.96M
|
+$126K
|
+3,902
|
+1%
|
|
|
19
|
Level Four Advisory Services
Dallas,
Texas
|
$9.59M
|
-$315K
|
-9,728
|
-3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.04M
|
+$1.13M
|
+34,801
|
+17%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$7.62M
|
+$826K
|
+25,503
|
+12%
|
|
|
22
|
Glenview Trust
Louisville,
Kentucky
|
$6.94M
|
+$265K
|
+8,196
|
+4%
|
|
|
23
|
Capital One Investing
Mclean,
Virginia
|
$5.98M
|
+$877K
|
+27,091
|
+18%
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$5.59M
|
+$146K
|
+4,506
|
+3%
|
|
|
25
|
American National Bank & Trust
Wichita Falls,
Texas
|
$5.43M
|
+$2.15M
|
+66,529
|
+67%
|
|
