|
1
|
Charles Schwab
San Francisco,
California
|
$232M
|
+$226M
|
+4,303,352
|
New
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$128M
|
-$230M
|
-4,376,831
|
-65%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$44M
|
–
|
–
|
–
|
|
|
4
|
|
$12.3M
|
+$4.05M
|
+77,079
|
+51%
|
|
|
5
|
|
$3.85M
|
+$3.05M
|
+57,998
|
+430%
|
|
|
6
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2.77M
|
+$661K
|
+12,564
|
+32%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.14M
|
+$1.5M
|
+28,527
|
+256%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.32M
|
+$173K
|
+3,297
|
+16%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$797K
|
+$778K
|
+14,788
|
New
|
|
|
10
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$713K
|
+$696K
|
+13,244
|
New
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$692K
|
+$7.05K
|
+134
|
+1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$663K
|
+$88.4K
|
+1,682
|
+16%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$436K
|
+$426K
|
+8,098
|
New
|
|
|
14
|
Rockefeller Capital Management
New York
|
$430K
|
+$131K
|
+2,500
|
+46%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$291K
|
+$284K
|
+5,404
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$26K
|
-$26.7K
|
-507
|
-51%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25K
|
+$24.7K
|
+469
|
New
|
|
|
18
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$2K
|
+$2.16K
|
+41
|
New
|
|
|
19
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$42K
|
-820
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$53
|
-1
|
Closed
|
|
