|
1
|
Victory Capital Management
San Antonio,
Texas
|
$848M
|
-$10.4M
|
-223,526
|
-1%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$263M
|
-$39.2M
|
-846,095
|
-13%
|
|
|
3
|
|
$139M
|
+$30.5M
|
+657,977
|
+28%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$114M
|
+$12.4M
|
+266,696
|
+12%
|
|
|
5
|
Bogart Wealth LLC
Mclean,
Virginia
|
$84.6M
|
+$1.92M
|
+41,389
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$73.6M
|
+$14.6M
|
+314,984
|
+25%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$43.9M
|
+$7.05M
|
+152,158
|
+19%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$41.2M
|
+$2.09M
|
+45,043
|
+5%
|
|
|
9
|
Allen Capital Group
Grand Island,
Nebraska
|
$36.4M
|
+$10.7M
|
+230,153
|
+42%
|
|
|
10
|
SouthState Corp
Winter Haven,
Florida
|
$36.2M
|
+$35.8M
|
+771,747
|
New
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.1M
|
+$5.91M
|
+127,436
|
+25%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$28.1M
|
+$4.66M
|
+100,455
|
+20%
|
|
|
13
|
MBL Wealth
Charlotte,
North Carolina
|
$27.6M
|
+$1.48M
|
+31,946
|
+6%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$25.2M
|
+$1.06M
|
+22,823
|
+4%
|
|
|
15
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$23.5M
|
+$303K
|
+6,531
|
+1%
|
|
|
16
|
Pine Valley Investments
Marlton,
New Jersey
|
$20.6M
|
+$7.37M
|
+158,982
|
+57%
|
|
|
17
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$18.9M
|
+$2.29M
|
+49,486
|
+14%
|
|
|
18
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$15.9M
|
+$194K
|
+4,189
|
+1%
|
|
|
19
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$15.9M
|
-$352K
|
-7,583
|
-2%
|
|
|
20
|
Sargent Investment Group
Bethesda,
Maryland
|
$15.8M
|
+$2.99M
|
+64,554
|
+24%
|
|
|
21
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$11.9M
|
+$99.2K
|
+2,139
|
+0.8%
|
|
|
22
|
Planning Directions
Glen Mills,
Pennsylvania
|
$10.7M
|
+$548K
|
+11,828
|
+5%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$9.99M
|
-$635K
|
-13,695
|
-6%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.16M
|
-$111K
|
-2,399
|
-1%
|
|
|
25
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.64M
|
+$76.4K
|
+1,648
|
+0.9%
|
|
