|
1
|
Charles Schwab
San Francisco,
California
|
$4.43B
|
+$40.2M
|
+1,100,486
|
+0.9%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$598M
|
-$29.4M
|
-805,220
|
-5%
|
|
|
3
|
|
$147M
|
+$46.8M
|
+1,281,067
|
+46%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$77.8M
|
-$7.35M
|
-201,328
|
-9%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$72.9M
|
–
|
–
|
–
|
|
|
6
|
Bogart Wealth LLC
Mclean,
Virginia
|
$66.9M
|
+$2.95M
|
+80,741
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.8M
|
+$4.84M
|
+132,556
|
+11%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$45.6M
|
-$532K
|
-14,587
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$43.1M
|
+$43.3M
|
+1,187,646
|
+17,571%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$41.3M
|
+$41.8M
|
+1,146,566
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.2M
|
+$8.65M
|
+237,007
|
+28%
|
|
|
12
|
Unison Advisors
Washington,
District of Columbia
|
$36M
|
+$901K
|
+24,677
|
+3%
|
|
|
13
|
Morningstar Investment Management
Chicago,
Illinois
|
$25.3M
|
+$1.75M
|
+47,915
|
+7%
|
|
|
14
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$25.2M
|
+$313K
|
+8,563
|
+1%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.2M
|
+$8.61M
|
+235,950
|
+54%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$23.1M
|
+$2.33M
|
+63,873
|
+11%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$22.4M
|
+$1.05M
|
+28,711
|
+5%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$21.9M
|
+$84K
|
+2,302
|
+0.4%
|
|
|
19
|
AlphaCore Capital
La Jolla,
California
|
$21.5M
|
-$647K
|
-17,734
|
-3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
+$462K
|
+12,663
|
+2%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$19.6M
|
-$2.99M
|
-81,847
|
-13%
|
|
|
22
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$19.4M
|
+$1.72M
|
+47,007
|
+10%
|
|
|
23
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$19.3M
|
+$3.73M
|
+102,219
|
+24%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.8M
|
+$794K
|
+21,752
|
+5%
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$17.2M
|
+$1.42M
|
+38,798
|
+9%
|
|
