|
1
|
Charles Schwab
San Francisco,
California
|
$4.74B
|
+$40.9M
|
+1,060,058
|
+0.9%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$592M
|
-$43M
|
-1,113,841
|
-7%
|
|
|
3
|
|
$144M
|
-$11.7M
|
-303,607
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$24.8M
|
+641,952
|
+30%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$85.2M
|
+$7.88M
|
+204,418
|
+10%
|
|
|
6
|
Bogart Wealth LLC
Mclean,
Virginia
|
$71.1M
|
+$125K
|
+3,254
|
+0.2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.4M
|
+$2.6M
|
+67,526
|
+5%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$47.5M
|
-$864K
|
-22,395
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$44.7M
|
-$996K
|
-25,841
|
-2%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39.1M
|
+$13.6M
|
+351,764
|
+52%
|
|
|
11
|
Unison Advisors
Washington,
District of Columbia
|
$37.2M
|
-$1M
|
-25,937
|
-3%
|
|
|
12
|
Morningstar Investment Management
Chicago,
Illinois
|
$27.7M
|
+$883K
|
+22,898
|
+3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$27.6M
|
+$3.84M
|
+99,501
|
+16%
|
|
|
14
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$27.2M
|
+$512K
|
+13,265
|
+2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.5M
|
-$16.2M
|
-419,860
|
-39%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$24.9M
|
+$3.3M
|
+85,514
|
+15%
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$22.8M
|
-$501K
|
-13,003
|
-2%
|
|
|
18
|
AlphaCore Capital
La Jolla,
California
|
$22.7M
|
-$149K
|
-3,859
|
-0.6%
|
|
|
19
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$21.9M
|
+$1.51M
|
+39,120
|
+7%
|
|
|
20
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$21.6M
|
+$4.24M
|
+109,823
|
+24%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$21.3M
|
-$3.19M
|
-82,632
|
-13%
|
|
|
22
|
Aspiriant LLC
Los Angeles,
California
|
$20.8M
|
+$102K
|
+2,644
|
+0.5%
|
|
|
23
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$20.7M
|
+$117K
|
+3,028
|
+0.6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$20.6M
|
+$3.3M
|
+85,535
|
+19%
|
|
|
25
|
Principal Securities
Des Moines,
Iowa
|
$19.7M
|
+$1.47M
|
+38,248
|
+8%
|
|
