|
1
|
Charles Schwab
San Francisco,
California
|
$212M
|
-$21.3M
|
-392,485
|
-9%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$130M
|
+$1.42M
|
+26,127
|
+1%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$66.6M
|
+$22.5M
|
+413,500
|
+51%
|
|
|
4
|
|
$17.3M
|
+$4.99M
|
+91,877
|
+40%
|
|
|
5
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3.65M
|
+$872K
|
+16,038
|
+31%
|
|
|
6
|
|
$2.54M
|
-$1.34M
|
-24,583
|
-34%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.16M
|
+$18K
|
+331
|
+0.8%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
+$364K
|
+6,692
|
+45%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.12M
|
+$1.12M
|
+20,609
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1M
|
-$327K
|
-6,024
|
-25%
|
|
|
11
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$902K
|
+$186K
|
+3,414
|
+26%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$803K
|
+$136K
|
+2,509
|
+20%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$695K
|
-$978
|
-18
|
-0.1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$594K
|
+$156K
|
+2,868
|
+35%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$527K
|
+$95.7K
|
+1,761
|
+22%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$306K
|
+$13.4K
|
+246
|
+5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$95K
|
+$68.7K
|
+1,264
|
+259%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$69K
|
+$70K
|
+1,288
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$25K
|
-469
|
Closed
|
|
|
20
|
Engrave Wealth Partners
The Woodlands,
Texas
|
–
|
-$2K
|
-41
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
+$54
|
+1
|
New
|
|
