|
1
|
First Command Advisory Services
Fort Worth,
Texas
|
$150M
|
+$443K
|
+17,989
|
+0.3%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$32.6M
|
–
|
–
|
–
|
|
|
3
|
|
$28.3M
|
+$986K
|
+40,063
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$25.8M
|
+$14M
|
+568,204
|
+107%
|
|
|
5
|
|
$23.4M
|
+$24.6M
|
+1,000,000
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
+$901K
|
+36,592
|
+5%
|
|
|
7
|
SigFig Wealth Management
San Francisco,
California
|
$18.4M
|
+$2.22M
|
+90,096
|
+13%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$17.9M
|
+$2.71M
|
+110,166
|
+17%
|
|
|
9
|
|
$15.2M
|
+$1.85M
|
+75,036
|
+13%
|
|
|
10
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$15M
|
+$178K
|
+7,237
|
+1%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.4M
|
+$11.1M
|
+450,006
|
+558%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
+$87.8K
|
+3,568
|
+0.7%
|
|
|
13
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$9.24M
|
-$8.65M
|
-351,464
|
-47%
|
|
|
14
|
|
$9.07M
|
+$1.41M
|
+57,311
|
+17%
|
|
|
15
|
Riverview Trust Company
Vancouver,
Washington
|
$8.88M
|
+$9.34M
|
+379,331
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.41M
|
+$345K
|
+14,024
|
+4%
|
|
|
17
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$6.28M
|
+$6.6M
|
+267,966
|
New
|
|
|
18
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.05M
|
+$214K
|
+8,709
|
+3%
|
|
|
19
|
|
$5.55M
|
+$5.84M
|
+237,153
|
New
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.84M
|
+$546K
|
+22,163
|
+12%
|
|
|
21
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$4.03M
|
+$183K
|
+7,432
|
+5%
|
|
|
22
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$3.83M
|
+$3.99M
|
+161,970
|
New
|
|
|
23
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$3.7M
|
+$3.87M
|
+157,272
|
+22,058%
|
|
|
24
|
Larson Financial Group
St Louis,
Missouri
|
$3.41M
|
+$797K
|
+32,369
|
+29%
|
|
|
25
|
Asset Management One
Tokyo,
Japan
|
$3.41M
|
+$3.58M
|
+145,600
|
New
|
|
