|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.15B
|
+$12.1M
|
+397,847
|
+1%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$49.4M
|
+$49M
|
+1,607,562
|
New
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$17.3M
|
+$530K
|
+17,383
|
+3%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$15.2M
|
+$919K
|
+30,149
|
+6%
|
|
|
5
|
Clarius Group LLC
Seattle,
Washington
|
$13.9M
|
+$2.07M
|
+67,959
|
+18%
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.8M
|
+$399K
|
+13,070
|
+4%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$10.2M
|
+$267K
|
+8,751
|
+3%
|
|
|
8
|
Capital One Investing
Mclean,
Virginia
|
$9.75M
|
+$665K
|
+21,805
|
+7%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.65M
|
+$18.9K
|
+621
|
+0.2%
|
|
|
10
|
Resource Planning Group
Atlanta,
Georgia
|
$9.1M
|
+$720K
|
+23,608
|
+9%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$9.04M
|
+$91.8K
|
+3,010
|
+1%
|
|
|
12
|
|
$8.98M
|
+$4.72M
|
+154,796
|
+113%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.37M
|
+$6.32M
|
+207,338
|
New
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6.33M
|
+$147K
|
+4,812
|
+2%
|
|
|
15
|
O'Dell Group
Cincinnati,
Ohio
|
$5.37M
|
+$284K
|
+9,324
|
+6%
|
|
|
16
|
Janiczek Wealth Management
Denver,
Colorado
|
$5.28M
|
-$1.66M
|
-54,489
|
-24%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.14M
|
+$849K
|
+27,831
|
+20%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.74M
|
+$259K
|
+8,492
|
+6%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.49M
|
+$215K
|
+7,054
|
+7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.35M
|
+$187K
|
+6,123
|
+5%
|
|
|
21
|
Cribstone Capital Management
Augusta,
Maine
|
$3.91M
|
-$253K
|
-8,304
|
-6%
|
|
|
22
|
Merriman Wealth Management
Seattle,
Washington
|
$3.87M
|
+$3.84M
|
+125,969
|
New
|
|
|
23
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.83M
|
+$412K
|
+13,517
|
+12%
|
|
|
24
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.46M
|
+$3.44M
|
+112,687
|
New
|
|
|
25
|
RHS Financial
San Francisco,
California
|
$3.33M
|
+$412K
|
+13,519
|
+14%
|
|
