|
1
|
Wells Fargo
San Francisco,
California
|
$1.33B
|
+$39M
|
+632,608
|
+3%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$818M
|
+$438M
|
+7,098,562
|
+83%
|
|
|
3
|
|
$678M
|
-$3.04M
|
-49,361
|
-0.4%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$253M
|
+$11.8M
|
+191,122
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$248M
|
+$96.7M
|
+1,568,144
|
+49%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$233M
|
+$33M
|
+535,104
|
+14%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$221M
|
+$73.7M
|
+1,194,566
|
+39%
|
|
|
8
|
|
$203M
|
+$15.8M
|
+255,594
|
+7%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$178M
|
+$29.7M
|
+481,627
|
+16%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$119M
|
+$2.64M
|
+42,838
|
+2%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$110M
|
-$56.6M
|
-918,039
|
-30%
|
|
|
12
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$96.1M
|
–
|
–
|
–
|
|
|
13
|
SigFig Wealth Management
San Francisco,
California
|
$69.9M
|
+$7.67M
|
+124,356
|
+10%
|
|
|
14
|
|
$62.2M
|
-$14.5M
|
-235,215
|
-16%
|
|
|
15
|
Glenview Trust
Louisville,
Kentucky
|
$53.1M
|
+$5.65M
|
+91,588
|
+10%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$52M
|
+$5.65M
|
+91,692
|
+10%
|
|
|
17
|
LVZ Inc
Holland,
Michigan
|
$42.5M
|
-$42M
|
-681,827
|
-100%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$41.1M
|
+$325K
|
+5,276
|
+0.7%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$40.8M
|
+$2.72M
|
+44,038
|
+6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.7M
|
+$3.34M
|
+54,133
|
+7%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.1M
|
+$47.2M
|
+764,819
|
New
|
|
|
22
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$38.6M
|
+$2.8M
|
+45,410
|
+7%
|
|
|
23
|
Lenox Wealth Advisors
New York
|
$38.6M
|
+$1.35M
|
+21,884
|
+3%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.4M
|
-$21.9M
|
-355,315
|
-34%
|
|
|
25
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$33.5M
|
+$2.75M
|
+44,532
|
+7%
|
|
