|
1
|
Wells Fargo
San Francisco,
California
|
$1.6B
|
+$6.19M
|
+99,759
|
+0.4%
|
|
|
2
|
|
$844M
|
-$50.1M
|
-807,184
|
-6%
|
|
|
3
|
First Command Advisory Services
Fort Worth,
Texas
|
$554M
|
+$15.3K
|
+246
|
+0%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$477M
|
-$44.7M
|
-720,742
|
-9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$255M
|
+$7.16M
|
+115,496
|
+3%
|
|
|
6
|
|
$235M
|
+$7.55M
|
+121,799
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$206M
|
+$68.7M
|
+1,108,068
|
+53%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$196M
|
–
|
–
|
–
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$196M
|
–
|
–
|
–
|
|
|
10
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$189M
|
+$5.09M
|
+82,085
|
+3%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$144M
|
-$13M
|
-209,775
|
-9%
|
|
|
12
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$119M
|
+$114M
|
+1,840,923
|
New
|
|
|
13
|
|
$92.3M
|
+$30.8M
|
+496,216
|
+53%
|
|
|
14
|
SigFig Wealth Management
San Francisco,
California
|
$78.6M
|
+$7.97M
|
+128,429
|
+12%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$66.9M
|
+$253K
|
+4,080
|
+0.4%
|
|
|
16
|
Glenview Trust
Louisville,
Kentucky
|
$59.9M
|
+$3.13M
|
+50,504
|
+6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$58.5M
|
+$7.27M
|
+117,133
|
+15%
|
|
|
18
|
SFMG Wealth Advisors
Plano,
Texas
|
$52.4M
|
-$359K
|
-5,785
|
-0.7%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$50.5M
|
-$1.18M
|
-19,097
|
-2%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$47.7M
|
+$45.7M
|
+737,405
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.9M
|
-$4.31M
|
-69,492
|
-9%
|
|
|
22
|
Lenox Wealth Advisors
New York
|
$46.4M
|
-$423K
|
-6,824
|
-0.9%
|
|
|
23
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$44.9M
|
+$43.1M
|
+694,233
|
New
|
|
|
24
|
LVZ Inc
Holland,
Michigan
|
$44.1M
|
+$904K
|
+14,577
|
+2%
|
|
|
25
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$38.7M
|
+$670K
|
+10,809
|
+2%
|
|
