|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.21B
|
+$19.7M
|
+670,549
|
+2%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$43.3M
|
-$4.69M
|
-160,013
|
-10%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$36.8M
|
-$1.95M
|
-66,571
|
-5%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$20.4M
|
+$2.09M
|
+71,157
|
+12%
|
|
|
5
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16.5M
|
+$3.9M
|
+132,957
|
+32%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$11.8M
|
+$944K
|
+32,202
|
+9%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$8M
|
+$450K
|
+15,355
|
+6%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$7.78M
|
+$7.63M
|
+260,337
|
New
|
|
|
9
|
|
$7.65M
|
-$5.12M
|
-174,549
|
-41%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.19M
|
-$66.1K
|
-2,254
|
-0.9%
|
|
|
11
|
Resource Planning Group
Atlanta,
Georgia
|
$7.1M
|
+$1.16M
|
+39,544
|
+20%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.59M
|
-$453K
|
-15,449
|
-7%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.56M
|
+$871K
|
+29,721
|
+24%
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.55M
|
+$967
|
+33
|
+0%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$4.51M
|
+$1.1M
|
+37,561
|
+33%
|
|
|
16
|
|
$4.35M
|
+$615K
|
+20,966
|
+17%
|
|
|
17
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.17M
|
+$420K
|
+14,334
|
+11%
|
|
|
18
|
Capital One Financial
Mclean,
Virginia
|
$3.95M
|
-$12.3M
|
-419,486
|
-76%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.94M
|
-$40.6K
|
-1,385
|
-1%
|
|
|
20
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.56M
|
-$19.1K
|
-653
|
-0.5%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.28M
|
-$2.18M
|
-74,224
|
-40%
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.88M
|
+$2.83M
|
+96,474
|
New
|
|
|
23
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.48M
|
-$729K
|
-24,868
|
-23%
|
|
|
24
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2M
|
-$104K
|
-3,541
|
-5%
|
|
|
25
|
Wade Financial Advisory
Campbell,
California
|
$1.96M
|
+$110K
|
+3,769
|
+6%
|
|
