|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.29B
|
+$49.5M
|
+1,536,082
|
+4%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$53.5M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$19.5M
|
+$785K
|
+24,353
|
+4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.7M
|
+$14M
|
+435,667
|
+654%
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$15.9M
|
-$625K
|
-19,396
|
-4%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$15.8M
|
+$940K
|
+29,188
|
+6%
|
|
|
7
|
Capital One National Association
New York
|
$15.1M
|
+$14.7M
|
+454,932
|
New
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.6M
|
-$74.3K
|
-2,307
|
-0.7%
|
|
|
9
|
Arlington Financial Advisors
Santa Barbara,
California
|
$11.4M
|
+$329K
|
+10,219
|
+3%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.9M
|
+$441K
|
+13,700
|
+4%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$9.66M
|
-$111K
|
-3,446
|
-1%
|
|
|
12
|
Resource Planning Group
Atlanta,
Georgia
|
$9.62M
|
-$217K
|
-6,722
|
-2%
|
|
|
13
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6.66M
|
-$189K
|
-5,851
|
-3%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.46M
|
+$5.33M
|
+165,284
|
+570%
|
|
|
15
|
O'Dell Group
Cincinnati,
Ohio
|
$6.35M
|
+$523K
|
+16,217
|
+9%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.08M
|
+$486K
|
+15,071
|
+9%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.92M
|
+$2.11M
|
+65,384
|
+58%
|
|
|
18
|
Janiczek Wealth Management
Denver,
Colorado
|
$5.44M
|
-$261K
|
-8,100
|
-5%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.42M
|
+$283K
|
+8,783
|
+6%
|
|
|
20
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.13M
|
+$957K
|
+29,707
|
+24%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.01M
|
+$293K
|
+9,086
|
+6%
|
|
|
22
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.66M
|
-$138K
|
-4,298
|
-4%
|
|
|
23
|
Merriman Wealth Management
Seattle,
Washington
|
$4.64M
|
+$437K
|
+13,548
|
+11%
|
|
|
24
|
RHS Financial
San Francisco,
California
|
$4.17M
|
+$554K
|
+17,198
|
+16%
|
|
|
25
|
|
$4.15M
|
-$5.39M
|
-167,388
|
-57%
|
|
