|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.1B
|
-$40.1M
|
-1,531,538
|
-4%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$44.3M
|
–
|
–
|
–
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$35.7M
|
+$5.45M
|
+207,870
|
+19%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$16.8M
|
+$735K
|
+28,059
|
+5%
|
|
|
5
|
Capital One Financial
Mclean,
Virginia
|
$15.2M
|
+$1.05M
|
+40,220
|
+8%
|
|
|
6
|
|
$11.9M
|
+$11.3M
|
+430,442
|
New
|
|
|
7
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.6M
|
+$3.74M
|
+142,657
|
+51%
|
|
|
8
|
Clarius Group LLC
Seattle,
Washington
|
$9.98M
|
-$3.3M
|
-126,091
|
-26%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$7.9M
|
-$2.7M
|
-103,178
|
-26%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.02M
|
+$1.68M
|
+63,928
|
+33%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.68M
|
-$49.3K
|
-1,882
|
-0.8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.5M
|
+$816K
|
+31,142
|
+15%
|
|
|
13
|
Resource Planning Group
Atlanta,
Georgia
|
$5.45M
|
-$337K
|
-12,877
|
-6%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.07M
|
+$2.09M
|
+79,656
|
+76%
|
|
|
15
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.19M
|
+$244K
|
+9,293
|
+7%
|
|
|
16
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.75M
|
-$139K
|
-5,318
|
-5%
|
|
|
17
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.45M
|
+$1.23M
|
+47,039
|
+60%
|
|
|
18
|
|
$3.43M
|
-$680K
|
-25,947
|
-17%
|
|
|
19
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.38M
|
-$2.04M
|
-77,742
|
-39%
|
|
|
20
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.29M
|
+$81.8K
|
+3,122
|
+3%
|
|
|
21
|
RHS Financial
San Francisco,
California
|
$3.12M
|
+$285K
|
+10,870
|
+11%
|
|
|
22
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.97M
|
-$1.34M
|
-51,217
|
-32%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.93M
|
-$1.96M
|
-74,662
|
-41%
|
|
|
24
|
Flow Traders U.S.
New York
|
$2.68M
|
+$1.65M
|
+62,893
|
+182%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$2.11M
|
+$48.5K
|
+1,849
|
+2%
|
|
