|
1
|
First Command Advisory Services
Fort Worth,
Texas
|
$161M
|
+$1.12M
|
+43,179
|
+0.7%
|
|
|
2
|
FDx Advisors
Chicago,
Illinois
|
$36.7M
|
+$1.66M
|
+63,973
|
+5%
|
|
|
3
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$32.6M
|
+$33.5M
|
+1,292,778
|
New
|
|
|
4
|
|
$29.4M
|
+$8.11M
|
+313,001
|
+37%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$19M
|
+$5.01M
|
+193,226
|
+34%
|
|
|
6
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$18.8M
|
+$1.95M
|
+75,136
|
+11%
|
|
|
7
|
SigFig Wealth Management
San Francisco,
California
|
$17.4M
|
+$4.62M
|
+178,468
|
+35%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$16.4M
|
+$1.12M
|
+43,261
|
+7%
|
|
|
9
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$15.8M
|
+$1.14M
|
+43,827
|
+7%
|
|
|
10
|
|
$14.4M
|
+$5.91M
|
+227,914
|
+66%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
+$3.75M
|
+144,715
|
+37%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
+$6.5M
|
+250,910
|
+105%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.71M
|
-$1.37M
|
-52,770
|
-13%
|
|
|
14
|
|
$8.33M
|
+$3.99K
|
+154
|
+0%
|
|
|
15
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.24M
|
+$6.47M
|
+249,808
|
New
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.66M
|
+$2.21M
|
+85,248
|
+86%
|
|
|
17
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$4.15M
|
+$309K
|
+11,935
|
+8%
|
|
|
18
|
|
$4.08M
|
+$1.88M
|
+72,647
|
+81%
|
|
|
19
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$3.51M
|
+$214K
|
+8,273
|
+6%
|
|
|
20
|
Larson Financial Group
St Louis,
Missouri
|
$2.86M
|
+$218K
|
+8,410
|
+8%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.77M
|
+$468K
|
+18,066
|
+20%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.04M
|
+$107K
|
+4,119
|
+5%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.01M
|
+$1.76M
|
+68,106
|
+588%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$1.99M
|
+$50.8K
|
+1,959
|
+3%
|
|
|
25
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.96M
|
+$2.01M
|
+77,500
|
New
|
|
