|
1
|
Charles Schwab
San Francisco,
California
|
$3.69B
|
+$3.6B
|
+124,110,314
|
+22,223%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$383M
|
+$125M
|
+4,294,836
|
+50%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$109M
|
-$924K
|
-31,809
|
-0.9%
|
|
|
4
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$69.9M
|
-$7.53M
|
-259,161
|
-10%
|
|
|
5
|
|
$59.7M
|
+$2.28M
|
+78,514
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$58.1M
|
-$1.97M
|
-67,833
|
-3%
|
|
|
7
|
Unison Advisors
Washington,
District of Columbia
|
$42.4M
|
-$35.2M
|
-1,212,039
|
-46%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$39.6M
|
-$1.26M
|
-43,345
|
-3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$32.2M
|
-$632K
|
-21,773
|
-2%
|
|
|
10
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$29.4M
|
+$12.8M
|
+441,618
|
+80%
|
|
|
11
|
Bogart Wealth LLC
Mclean,
Virginia
|
$28.3M
|
+$27.8M
|
+958,717
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.9M
|
+$6.3M
|
+217,055
|
+31%
|
|
|
13
|
|
$21.6M
|
+$16.6M
|
+571,429
|
+359%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$21.5M
|
-$632K
|
-21,752
|
-3%
|
|
|
15
|
Morningstar Investment Management
Chicago,
Illinois
|
$18.7M
|
-$506K
|
-17,416
|
-3%
|
|
|
16
|
ALPS Advisors
Denver,
Colorado
|
$18.5M
|
-$641K
|
-22,085
|
-3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$18M
|
+$1.14M
|
+39,137
|
+7%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$17M
|
+$133K
|
+4,585
|
+0.8%
|
|
|
19
|
Morningstar Investment Services
Chicago,
Illinois
|
$16.7M
|
-$363K
|
-12,513
|
-2%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$16.1M
|
+$945K
|
+32,545
|
+6%
|
|
|
21
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$14.8M
|
+$561K
|
+19,320
|
+4%
|
|
|
22
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$13.1M
|
+$665K
|
+22,888
|
+5%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
-$174K
|
-5,980
|
-1%
|
|
|
24
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.4M
|
-$259K
|
-8,929
|
-2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.8M
|
+$10.2M
|
+350,107
|
+699%
|
|
