|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$971M
|
+$71.7M
|
+2,447,125
|
+6%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$37.7M
|
–
|
–
|
–
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$25.6M
|
+$27.8M
|
+949,155
|
+680%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$13.7M
|
-$112K
|
-3,835
|
-0.7%
|
|
|
5
|
Capital One Financial
Mclean,
Virginia
|
$12M
|
+$15M
|
+511,491
|
New
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$11.5M
|
+$249K
|
+8,491
|
+2%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$9.16M
|
+$11.4M
|
+390,146
|
New
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
$7.06M
|
+$293K
|
+10,011
|
+3%
|
|
|
9
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.51M
|
+$2.91M
|
+99,355
|
+56%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.74M
|
+$1.48M
|
+50,356
|
+26%
|
|
|
11
|
Resource Planning Group
Atlanta,
Georgia
|
$4.95M
|
-$2.31M
|
-78,719
|
-27%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.81M
|
+$1.59M
|
+54,304
|
+36%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.71M
|
-$4.34M
|
-148,112
|
-42%
|
|
|
14
|
O'Dell Group
Cincinnati,
Ohio
|
$4.69M
|
+$261K
|
+8,902
|
+5%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.5M
|
+$283K
|
+9,662
|
+5%
|
|
|
16
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.25M
|
-$562K
|
-19,169
|
-10%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.06M
|
+$285K
|
+9,724
|
+6%
|
|
|
18
|
Janiczek Wealth Management
Denver,
Colorado
|
$3.73M
|
-$138K
|
-4,700
|
-3%
|
|
|
19
|
|
$3.54M
|
+$1.6M
|
+54,408
|
+57%
|
|
|
20
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.35M
|
+$4.19M
|
+142,855
|
New
|
|
|
21
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.27M
|
-$4.22K
|
-144
|
-0.1%
|
|
|
22
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.73M
|
+$1.27M
|
+43,404
|
+59%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$2.59M
|
-$10.7M
|
-366,492
|
-77%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.45M
|
+$2.87M
|
+97,988
|
+1,561%
|
|
|
25
|
RHS Financial
San Francisco,
California
|
$2.4M
|
-$675K
|
-23,033
|
-18%
|
|
