|
1
|
Victory Capital Management
San Antonio,
Texas
|
$700M
|
–
|
–
|
–
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$266M
|
+$24.5M
|
+519,180
|
+10%
|
|
|
3
|
|
$176M
|
+$21.8M
|
+462,458
|
+14%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$115M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$92.4M
|
+$2.34M
|
+49,643
|
+3%
|
|
|
6
|
Bogart Wealth LLC
Mclean,
Virginia
|
$91.6M
|
+$2.48M
|
+52,670
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$77.3M
|
+$39.1M
|
+830,576
|
+104%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$56M
|
+$3.31M
|
+70,303
|
+6%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$50.5M
|
+$3.28M
|
+69,663
|
+7%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$49.4M
|
+$6.61M
|
+140,329
|
+16%
|
|
|
11
|
Calamos Wealth Management
Naperville,
Illinois
|
$47.7M
|
+$47.3M
|
+1,003,595
|
New
|
|
|
12
|
Allen Capital Group
Grand Island,
Nebraska
|
$44.8M
|
+$3.78M
|
+80,187
|
+9%
|
|
|
13
|
Meeder Advisory Services
Dublin,
Ohio
|
$31.2M
|
+$4.36M
|
+92,604
|
+16%
|
|
|
14
|
MBL Wealth
Charlotte,
North Carolina
|
$29.5M
|
+$1.15M
|
+24,384
|
+4%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$26.7M
|
+$784K
|
+16,648
|
+3%
|
|
|
16
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$25M
|
+$713K
|
+15,140
|
+3%
|
|
|
17
|
Pine Valley Investments
Marlton,
New Jersey
|
$24.1M
|
+$2.09M
|
+44,282
|
+10%
|
|
|
18
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$21.9M
|
+$840K
|
+17,845
|
+4%
|
|
|
19
|
Sargent Investment Group
Bethesda,
Maryland
|
$17.9M
|
+$1.59M
|
+33,822
|
+10%
|
|
|
20
|
HORAN Wealth
Cincinnati,
Ohio
|
$17.7M
|
+$1.13M
|
+23,929
|
+7%
|
|
|
21
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$17.4M
|
+$304K
|
+6,464
|
+2%
|
|
|
22
|
SouthState Corp
Winter Haven,
Florida
|
$17.1M
|
-$15.5M
|
-329,274
|
-48%
|
|
|
23
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$16.9M
|
+$384K
|
+8,157
|
+2%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$16M
|
+$952K
|
+20,220
|
+6%
|
|
|
25
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$13.6M
|
+$5.68M
|
+120,572
|
+72%
|
|
