|
1
|
Victory Capital Management
San Antonio,
Texas
|
$693M
|
-$156M
|
-3,345,000
|
-19%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$239M
|
-$24.6M
|
-529,603
|
-9%
|
|
|
3
|
|
$152M
|
+$12.4M
|
+266,170
|
+9%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$114M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$89.1M
|
+$15.1M
|
+325,475
|
+21%
|
|
|
6
|
Bogart Wealth LLC
Mclean,
Virginia
|
$88.2M
|
+$3.38M
|
+72,651
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$52.2M
|
+$10.7M
|
+230,144
|
+26%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$46.8M
|
+$2.71M
|
+58,257
|
+6%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$42.3M
|
+$12M
|
+257,776
|
+40%
|
|
|
10
|
Allen Capital Group
Grand Island,
Nebraska
|
$40.6M
|
+$4.04M
|
+86,890
|
+11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$37.4M
|
+$9.16M
|
+196,906
|
+33%
|
|
|
12
|
SouthState Corp
Winter Haven,
Florida
|
$32.4M
|
-$3.86M
|
-83,098
|
-11%
|
|
|
13
|
MBL Wealth
Charlotte,
North Carolina
|
$28.1M
|
+$438K
|
+9,415
|
+2%
|
|
|
14
|
Meeder Advisory Services
Dublin,
Ohio
|
$26.5M
|
+$26.2M
|
+563,374
|
New
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$25.7M
|
+$263K
|
+5,659
|
+1%
|
|
|
16
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$24M
|
+$427K
|
+9,190
|
+2%
|
|
|
17
|
Pine Valley Investments
Marlton,
New Jersey
|
$21.8M
|
+$1.2M
|
+25,819
|
+6%
|
|
|
18
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$20.9M
|
+$1.88M
|
+40,325
|
+10%
|
|
|
19
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$17M
|
+$9.4M
|
+201,996
|
+127%
|
|
|
20
|
HORAN Wealth
Cincinnati,
Ohio
|
$16.4M
|
+$16.2M
|
+348,017
|
New
|
|
|
21
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$16.4M
|
+$69.8K
|
+1,500
|
+0.4%
|
|
|
22
|
Sargent Investment Group
Bethesda,
Maryland
|
$16.2M
|
+$312K
|
+6,713
|
+2%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.9M
|
+$6.12M
|
+131,612
|
+72%
|
|
|
24
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$12.4M
|
+$437K
|
+9,392
|
+4%
|
|
|
25
|
Planning Directions
Glen Mills,
Pennsylvania
|
$10.7M
|
-$68.9K
|
-1,482
|
-0.6%
|
|
