|
1
|
First Command Advisory Services
Fort Worth,
Texas
|
$608M
|
+$588M
|
+12,855,195
|
New
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$197M
|
+$1.68M
|
+36,653
|
+0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$194M
|
+$33.8M
|
+740,292
|
+22%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$187M
|
+$21.6M
|
+473,078
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$145M
|
-$9.07M
|
-198,419
|
-6%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$99.8M
|
+$96.4M
|
+2,108,692
|
New
|
|
|
7
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$85.3M
|
+$1.9M
|
+41,612
|
+2%
|
|
|
8
|
SFMG Wealth Advisors
Plano,
Texas
|
$78.2M
|
+$646K
|
+14,136
|
+0.9%
|
|
|
9
|
|
$72.3M
|
+$22.1M
|
+483,924
|
+46%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$68.4M
|
+$2.5M
|
+54,751
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65.8M
|
-$3.61M
|
-78,866
|
-5%
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$63.4M
|
+$61.2M
|
+1,339,197
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$50.9M
|
-$4.54M
|
-99,208
|
-8%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$50.1M
|
+$2.69M
|
+58,829
|
+6%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$50.1M
|
+$45.4M
|
+993,366
|
+1,528%
|
|
|
16
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$47.8M
|
+$1.22M
|
+26,780
|
+3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$43.3M
|
-$1.97M
|
-43,179
|
-5%
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$42.6M
|
+$2.61M
|
+57,137
|
+7%
|
|
|
19
|
Equitable Holdings
New York
|
$39.6M
|
-$541K
|
-11,836
|
-1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.7M
|
+$501K
|
+10,969
|
+1%
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$36.2M
|
-$951K
|
-20,794
|
-3%
|
|
|
22
|
First Command Bank
Fort Worth,
Texas
|
$32.5M
|
+$31.4M
|
+687,699
|
New
|
|
|
23
|
First Command Financial Services
Fort Worth,
Texas
|
$32.5M
|
+$31.4M
|
+687,699
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.3M
|
+$1.83M
|
+40,046
|
+6%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$30.5M
|
+$23.2M
|
+508,385
|
+375%
|
|
