|
1
|
Victory Capital Management
San Antonio,
Texas
|
$841M
|
+$418K
|
+8,937
|
+0%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$297M
|
-$5.65M
|
-121,030
|
-2%
|
|
|
3
|
|
$106M
|
+$9.41M
|
+201,325
|
+10%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$99M
|
–
|
–
|
–
|
|
|
5
|
Bogart Wealth LLC
Mclean,
Virginia
|
$80.9M
|
+$22.2M
|
+474,119
|
+37%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$70.9M
|
-$1.38M
|
-29,579
|
-2%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$70.9M
|
-$1.38M
|
-29,579
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$57.6M
|
+$30.4M
|
+651,567
|
+108%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$38.3M
|
+$13.7M
|
+293,013
|
+54%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$36M
|
+$36.6M
|
+783,160
|
New
|
|
|
11
|
Riversedge Advisors
Wilmington,
Delaware
|
$32M
|
+$1.43M
|
+30,603
|
+5%
|
|
|
12
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$28.9M
|
+$14.6M
|
+313,506
|
+99%
|
|
|
13
|
MBL Wealth
Charlotte,
North Carolina
|
$25.5M
|
+$1.96M
|
+42,040
|
+8%
|
|
|
14
|
Allen Capital Group
Grand Island,
Nebraska
|
$25.1M
|
+$1.61M
|
+34,566
|
+7%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$23.8M
|
+$3.22M
|
+68,907
|
+15%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.6M
|
+$2.09M
|
+44,686
|
+10%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$22.9M
|
+$15.1M
|
+322,876
|
+184%
|
|
|
18
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$22.7M
|
-$19.5K
|
-418
|
-0.1%
|
|
|
19
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$16.3M
|
+$318K
|
+6,801
|
+2%
|
|
|
20
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$16M
|
+$439K
|
+9,395
|
+3%
|
|
|
21
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$15.4M
|
+$5.73M
|
+122,584
|
+58%
|
|
|
22
|
Pine Valley Investments
Marlton,
New Jersey
|
$12.8M
|
+$6.07M
|
+129,887
|
+87%
|
|
|
23
|
Sargent Investment Group
Bethesda,
Maryland
|
$12.3M
|
+$6.31M
|
+135,165
|
+99%
|
|
|
24
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$11.6M
|
+$274K
|
+5,859
|
+2%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$10.4M
|
+$520K
|
+11,130
|
+5%
|
|
