|
1
|
Victory Capital Management
San Antonio,
Texas
|
$196M
|
+$4.41M
|
+85,065
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$20.7M
|
-$175K
|
-3,365
|
-0.8%
|
|
|
3
|
Toth Financial Advisory
Leesburg,
Virginia
|
$18.8M
|
+$298K
|
+5,735
|
+2%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$4.12M
|
+$4.13M
|
+79,607
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.26M
|
+$171K
|
+3,287
|
+6%
|
|
|
6
|
3EDGE Asset Management
Naples,
Florida
|
$2.59M
|
+$363K
|
+6,999
|
+16%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.28M
|
+$2.29M
|
+44,041
|
New
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.82M
|
+$1.82M
|
+35,140
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.65M
|
+$1.08M
|
+20,735
|
+186%
|
|
|
10
|
|
$1.37M
|
+$532K
|
+10,245
|
+63%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$744K
|
–
|
–
|
–
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$275K
|
+$275K
|
+5,303
|
New
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$233K
|
+$233K
|
+4,495
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$222K
|
+$5.71K
|
+110
|
+3%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$207K
|
–
|
–
|
–
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$66.6K
|
–
|
–
|
–
|
|
|
17
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$9.59M
|
-184,784
|
Closed
|
|
|
18
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$2.71M
|
-52,120
|
Closed
|
|
|
19
|
|
–
|
-$1.59M
|
-30,705
|
Closed
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$40K
|
-770
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$10K
|
-184
|
Closed
|
|
