|
1
|
Charles Schwab
San Francisco,
California
|
$4.41B
|
+$50M
|
+1,450,207
|
+1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$628M
|
+$24.2M
|
+701,998
|
+4%
|
|
|
3
|
|
$101M
|
+$10.4M
|
+301,008
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$85.3M
|
+$4.86M
|
+141,075
|
+6%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$73.1M
|
-$7.39M
|
-214,383
|
-10%
|
|
|
6
|
Bogart Wealth LLC
Mclean,
Virginia
|
$64.1M
|
-$264K
|
-7,647
|
-0.4%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$46.2M
|
-$932K
|
-27,037
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.2M
|
+$607K
|
+17,626
|
+1%
|
|
|
9
|
Unison Advisors
Washington,
District of Columbia
|
$35.2M
|
-$12.3M
|
-356,335
|
-27%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.3M
|
+$2.71M
|
+78,550
|
+10%
|
|
|
11
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$25M
|
+$3.19M
|
+92,647
|
+16%
|
|
|
12
|
Morningstar Investment Management
Chicago,
Illinois
|
$23.6M
|
+$3.15M
|
+91,303
|
+16%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$22.6M
|
-$414K
|
-12,015
|
-2%
|
|
|
14
|
AlphaCore Capital
La Jolla,
California
|
$22.2M
|
+$1.01M
|
+29,288
|
+5%
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$21.9M
|
+$70.3K
|
+2,040
|
+0.3%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$21.4M
|
+$789K
|
+22,905
|
+4%
|
|
|
17
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$20.8M
|
+$158K
|
+4,585
|
+0.8%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$20M
|
+$686K
|
+19,894
|
+4%
|
|
|
19
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$17.8M
|
+$1.49M
|
+43,211
|
+10%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.1M
|
+$275K
|
+7,980
|
+2%
|
|
|
21
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$16.2M
|
-$2.47M
|
-71,773
|
-14%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.1M
|
-$225K
|
-6,521
|
-1%
|
|
|
23
|
Principal Securities
Des Moines,
Iowa
|
$15.8M
|
-$1.09M
|
-31,504
|
-7%
|
|
|
24
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$15.8M
|
+$1.4M
|
+40,732
|
+10%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.7M
|
+$1.41M
|
+40,887
|
+10%
|
|
