|
1
|
|
$642M
|
-$21M
|
-733,778
|
-3%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$108M
|
+$4.21M
|
+146,956
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$48.4M
|
-$6.82M
|
-237,886
|
-13%
|
|
|
4
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$46.2M
|
-$127K
|
-4,426
|
-0.3%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$44.5M
|
+$3.9M
|
+136,083
|
+10%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$39.2M
|
+$1M
|
+34,979
|
+3%
|
|
|
7
|
Spinnaker Trust
Portland,
Maine
|
$36.7M
|
+$34.8M
|
+1,212,952
|
New
|
|
|
8
|
|
$32.2M
|
-$16.9M
|
-589,087
|
-36%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$25.1M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$23.9M
|
-$5.53M
|
-192,811
|
-20%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$23.4M
|
-$24.8M
|
-864,612
|
-53%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.4M
|
+$1M
|
+35,000
|
+6%
|
|
|
13
|
Prism Advisors
Studio City,
California
|
$15M
|
+$14.2M
|
+494,059
|
New
|
|
|
14
|
Capital One Financial
Mclean,
Virginia
|
$12.5M
|
+$3.89M
|
+135,825
|
+49%
|
|
|
15
|
|
$9.68M
|
+$1.13M
|
+39,307
|
+14%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.23M
|
-$8.73M
|
-304,425
|
-50%
|
|
|
17
|
|
$9.02M
|
+$1.23M
|
+42,872
|
+17%
|
|
|
18
|
Level Four Advisory Services
Dallas,
Texas
|
$8.6M
|
+$164K
|
+5,709
|
+2%
|
|
|
19
|
|
$8.47M
|
+$4.13M
|
+144,146
|
+106%
|
|
|
20
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$8.4M
|
-$6.65M
|
-231,943
|
-46%
|
|
|
21
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$8.25M
|
-$1.66M
|
-57,837
|
-18%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.3M
|
-$15.3M
|
-534,878
|
-69%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$7.03M
|
+$161K
|
+5,633
|
+2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.57M
|
-$4.19M
|
-146,269
|
-40%
|
|
|
25
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$6.07M
|
-$1.38M
|
-48,271
|
-19%
|
|
