|
1
|
Victory Capital Management
San Antonio,
Texas
|
$696M
|
–
|
–
|
–
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$201M
|
-$57.8M
|
-1,233,584
|
-22%
|
|
|
3
|
|
$183M
|
+$6.64M
|
+141,682
|
+4%
|
|
|
4
|
Bogart Wealth LLC
Mclean,
Virginia
|
$102M
|
+$5.25M
|
+112,062
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$100M
|
+$1.72M
|
+36,815
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$74.2M
|
+$8.79M
|
+187,592
|
+13%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$64.2M
|
-$27.2M
|
-580,340
|
-30%
|
|
|
8
|
Calamos Wealth Management
Naperville,
Illinois
|
$63.2M
|
+$3.54M
|
+75,481
|
+6%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$56.6M
|
-$3.53M
|
-75,269
|
-6%
|
|
|
10
|
Allen Capital Group
Grand Island,
Nebraska
|
$55.6M
|
+$3.44M
|
+73,392
|
+7%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$53.4M
|
+$5.05M
|
+107,827
|
+10%
|
|
|
12
|
Meeder Advisory Services
Dublin,
Ohio
|
$37.1M
|
+$1.01M
|
+21,648
|
+3%
|
|
|
13
|
MBL Wealth
Charlotte,
North Carolina
|
$35.5M
|
+$1.77M
|
+37,896
|
+5%
|
|
|
14
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$31.4M
|
+$8.71M
|
+185,948
|
+38%
|
|
|
15
|
Pine Valley Investments
Marlton,
New Jersey
|
$31.1M
|
+$4.1M
|
+87,546
|
+15%
|
|
|
16
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$27.6M
|
+$414K
|
+8,838
|
+2%
|
|
|
17
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$26.7M
|
+$5.82M
|
+124,230
|
+28%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$23.9M
|
-$3.46M
|
-73,887
|
-13%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$22.3M
|
+$12.2M
|
+261,387
|
+122%
|
|
|
20
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$21.6M
|
+$8.96M
|
+191,385
|
+71%
|
|
|
21
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$21.1M
|
+$544K
|
+11,622
|
+3%
|
|
|
22
|
HORAN Wealth
Cincinnati,
Ohio
|
$19.6M
|
+$296K
|
+6,311
|
+2%
|
|
|
23
|
Sargent Investment Group
Bethesda,
Maryland
|
$19M
|
+$16.1K
|
+344
|
+0.1%
|
|
|
24
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$18.6M
|
-$174K
|
-3,715
|
-0.9%
|
|
|
25
|
Klingenstein Fields & Co
New York
|
$16.6M
|
+$1.93M
|
+41,292
|
+13%
|
|
