|
1
|
Charles Schwab
San Francisco,
California
|
$1.07B
|
-$296M
|
-6,006,500
|
-21%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$33.5M
|
+$29.6M
|
+600,376
|
+819%
|
|
|
3
|
|
$32.2M
|
+$2.99M
|
+60,641
|
+10%
|
|
|
4
|
GHP Investment Advisors
Denver,
Colorado
|
$29.6M
|
+$483K
|
+9,807
|
+2%
|
|
|
5
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$23.8M
|
-$371K
|
-7,521
|
-2%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23M
|
-$1.56M
|
-31,744
|
-6%
|
|
|
7
|
Prairiewood Capital
Fargo,
North Dakota
|
$15.1M
|
+$424K
|
+8,613
|
+3%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$14.9M
|
+$800K
|
+16,235
|
+6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.9M
|
+$10.1M
|
+205,038
|
+255%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.7M
|
+$12.2M
|
+246,615
|
+711%
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$12.6M
|
-$1.05M
|
-21,236
|
-8%
|
|
|
12
|
Collective Family Office
York,
Pennsylvania
|
$12.3M
|
+$319K
|
+6,468
|
+3%
|
|
|
13
|
EP Wealth Advisors
Torrance,
California
|
$11.3M
|
+$11.1M
|
+225,271
|
+2,707%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$11.1M
|
+$23.6K
|
+480
|
+0.2%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.1M
|
+$213K
|
+4,323
|
+2%
|
|
|
16
|
Breakwater Capital Group
Paramus,
New Jersey
|
$9.27M
|
+$814K
|
+16,529
|
+9%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$8.53M
|
+$8.18K
|
+166
|
+0.1%
|
|
|
18
|
Bell Investment Advisors
Oakland,
California
|
$8.25M
|
+$314K
|
+6,381
|
+4%
|
|
|
19
|
|
$8.03M
|
+$8.15M
|
+165,379
|
New
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$7.9M
|
-$60K
|
-1,218
|
-0.7%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$7.46M
|
-$83.8K
|
-1,701
|
-1%
|
|
|
22
|
Shore Point Advisors
Brielle,
New Jersey
|
$7.09M
|
+$224K
|
+4,541
|
+3%
|
|
|
23
|
Abbington Investment Group
Westport,
Connecticut
|
$6.2M
|
-$359K
|
-7,291
|
-5%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.95M
|
+$428K
|
+8,682
|
+8%
|
|
|
25
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$5.49M
|
+$1.23M
|
+25,037
|
+28%
|
|
