|
1
|
First Command Financial Services
Fort Worth,
Texas
|
$163M
|
+$159M
|
+6,338,157
|
New
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$163M
|
+$159M
|
+6,337,143
|
New
|
|
|
3
|
FDx Advisors
Chicago,
Illinois
|
$35.7M
|
+$3.56M
|
+142,099
|
+11%
|
|
|
4
|
|
$21.9M
|
+$1.27M
|
+50,530
|
+6%
|
|
|
5
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$17.2M
|
+$1.31M
|
+52,502
|
+8%
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$15.6M
|
+$1.73M
|
+69,258
|
+13%
|
|
|
7
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$15.1M
|
+$3.36M
|
+134,186
|
+30%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$2.17M
|
+86,696
|
+18%
|
|
|
9
|
SigFig Wealth Management
San Francisco,
California
|
$13.1M
|
+$12.8M
|
+512,232
|
New
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.2M
|
+$369K
|
+14,720
|
+4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$9.97M
|
+$18K
|
+717
|
+0.2%
|
|
|
12
|
|
$8.84M
|
+$1.88M
|
+75,159
|
+28%
|
|
|
13
|
|
$8.47M
|
+$258K
|
+10,293
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.16M
|
+$220K
|
+8,769
|
+4%
|
|
|
15
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$3.92M
|
+$3.83M
|
+152,777
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.65M
|
-$2.96M
|
-118,274
|
-45%
|
|
|
17
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$3.42M
|
+$3.3M
|
+131,701
|
New
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$2.69M
|
+$651K
|
+26,011
|
+33%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.55M
|
+$2.49M
|
+99,335
|
New
|
|
|
20
|
Mosaic Financial Partners
San Francisco,
California
|
$2.4M
|
-$50.4K
|
-2,012
|
-2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.36M
|
+$1.07M
|
+42,908
|
+88%
|
|
|
22
|
|
$2.29M
|
-$1.73M
|
-68,961
|
-44%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$1.97M
|
+$123K
|
+4,917
|
+7%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.96M
|
+$384K
|
+15,325
|
+25%
|
|
|
25
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.96M
|
+$47.9K
|
+1,911
|
+3%
|
|
