|
1
|
|
$687M
|
+$19.5M
|
+612,385
|
+3%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$101M
|
+$2.23M
|
+70,083
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$68.4M
|
+$2.55M
|
+79,953
|
+4%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$55.4M
|
-$1.96M
|
-61,566
|
-3%
|
|
|
5
|
|
$52.4M
|
-$5.57M
|
-174,863
|
-9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$49.4M
|
+$7.04M
|
+220,882
|
+16%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$35.1M
|
+$280K
|
+8,796
|
+0.8%
|
|
|
8
|
SigFig Wealth Management
San Francisco,
California
|
$33.3M
|
+$13.6M
|
+426,855
|
+67%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$28.8M
|
+$755K
|
+23,702
|
+3%
|
|
|
10
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$28.2M
|
-$9.97M
|
-312,818
|
-26%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.2M
|
-$1.19M
|
-37,390
|
-4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$25M
|
+$986K
|
+30,943
|
+4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$19.2M
|
+$1.57M
|
+49,305
|
+9%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18M
|
–
|
–
|
–
|
|
|
15
|
|
$17.4M
|
–
|
–
|
–
|
|
|
16
|
Choate Investment Advisors
Boston,
Massachusetts
|
$16.2M
|
-$63.7K
|
-2,000
|
-0.4%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.9M
|
+$1.48M
|
+46,311
|
+14%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$9.61M
|
+$106K
|
+3,322
|
+1%
|
|
|
19
|
Level Four Advisory Services
Dallas,
Texas
|
$9.21M
|
+$50.1K
|
+1,573
|
+0.5%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$7.91M
|
+$8.04M
|
+252,313
|
New
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$7.5M
|
+$244K
|
+7,660
|
+3%
|
|
|
22
|
American National Bank & Trust
Wichita Falls,
Texas
|
$6.71M
|
+$1.55M
|
+48,605
|
+29%
|
|
|
23
|
Glenview Trust
Louisville,
Kentucky
|
$6.69M
|
+$66.9K
|
+2,100
|
+1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.67M
|
-$1.01M
|
-31,695
|
-13%
|
|
|
25
|
Capital One Investing
Mclean,
Virginia
|
$6.05M
|
+$364K
|
+11,434
|
+6%
|
|
