|
1
|
Charles Schwab
San Francisco,
California
|
$3.97B
|
-$40.5M
|
-1,304,249
|
-1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$551M
|
-$36.4M
|
-1,171,663
|
-7%
|
|
|
3
|
|
$82.4M
|
+$4.82M
|
+155,104
|
+7%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$73.8M
|
-$30.3M
|
-976,162
|
-30%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$73.2M
|
+$6.16M
|
+198,213
|
+10%
|
|
|
6
|
Bogart Wealth LLC
Mclean,
Virginia
|
$58.8M
|
+$663K
|
+21,334
|
+1%
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$57.8M
|
+$3.06M
|
+98,597
|
+6%
|
|
|
8
|
Unison Advisors
Washington,
District of Columbia
|
$43.9M
|
-$577K
|
-18,568
|
-1%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$43.1M
|
-$1.07M
|
-34,323
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.7M
|
-$602K
|
-19,381
|
-2%
|
|
|
11
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$38.2M
|
+$7.97M
|
+256,337
|
+28%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.4M
|
-$4.23M
|
-136,111
|
-15%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$21.1M
|
+$19.2M
|
+618,127
|
+2,924%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$21M
|
-$581K
|
-18,710
|
-3%
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$19.9M
|
+$447K
|
+14,390
|
+2%
|
|
|
16
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$19.7M
|
+$4.79M
|
+154,218
|
+35%
|
|
|
17
|
AlphaCore Capital
La Jolla,
California
|
$19.3M
|
+$18.1M
|
+583,426
|
+26,387%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$18.9M
|
+$334K
|
+10,736
|
+2%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$18.8M
|
+$511K
|
+16,447
|
+3%
|
|
|
20
|
Morningstar Investment Management
Chicago,
Illinois
|
$18.5M
|
+$2.69M
|
+86,605
|
+18%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
-$2.82M
|
-90,646
|
-15%
|
|
|
22
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$17.2M
|
+$132K
|
+4,254
|
+0.8%
|
|
|
23
|
Principal Securities
Des Moines,
Iowa
|
$15.5M
|
+$3.55M
|
+114,225
|
+32%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.3M
|
+$2.36M
|
+76,034
|
+20%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
+$182K
|
+5,872
|
+1%
|
|
