|
1
|
Charles Schwab
San Francisco,
California
|
$3.75B
|
-$53.9M
|
-1,782,743
|
-1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$550M
|
-$9.35M
|
-309,386
|
-2%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$99M
|
-$14.2M
|
-470,784
|
-13%
|
|
|
4
|
|
$72.1M
|
+$6.59M
|
+218,150
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$62.2M
|
+$2.97M
|
+98,346
|
+5%
|
|
|
6
|
Bogart Wealth LLC
Mclean,
Virginia
|
$54.2M
|
-$2.86M
|
-94,546
|
-5%
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$50.9M
|
-$25M
|
-826,292
|
-33%
|
|
|
8
|
Unison Advisors
Washington,
District of Columbia
|
$41.5M
|
-$412K
|
-13,636
|
-1%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$41.3M
|
+$215K
|
+7,125
|
+0.5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.7M
|
+$6.07M
|
+200,768
|
+20%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.9M
|
+$14.8M
|
+489,807
|
+118%
|
|
|
12
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$27.7M
|
+$7.57M
|
+250,554
|
+39%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$20.2M
|
-$334K
|
-11,044
|
-2%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$19.3M
|
+$1.94M
|
+64,186
|
+11%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$19.2M
|
-$515K
|
-17,055
|
-3%
|
|
|
16
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$18.1M
|
+$575K
|
+19,030
|
+3%
|
|
|
17
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$17.3M
|
+$3.43M
|
+113,464
|
+25%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$17M
|
+$1.71M
|
+56,527
|
+11%
|
|
|
19
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$15.9M
|
+$255K
|
+8,428
|
+2%
|
|
|
20
|
Morningstar Investment Management
Chicago,
Illinois
|
$14.6M
|
-$4.58M
|
-151,679
|
-24%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.7M
|
+$199K
|
+6,572
|
+1%
|
|
|
22
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$13.7M
|
+$244K
|
+8,078
|
+2%
|
|
|
23
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$12.7M
|
+$1.92M
|
+63,484
|
+18%
|
|
|
24
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$12.3M
|
+$2M
|
+66,143
|
+20%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.9M
|
+$638K
|
+21,116
|
+6%
|
|
