|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.45B
|
+$34.5M
|
+1,068,550
|
+3%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$34.9M
|
-$14.4M
|
-445,349
|
-31%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$32.5M
|
-$9.59M
|
-296,659
|
-24%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$24.4M
|
+$629K
|
+19,464
|
+3%
|
|
|
5
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$20.3M
|
+$1.03M
|
+31,954
|
+6%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$13.8M
|
+$85.2K
|
+2,635
|
+0.7%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.8M
|
+$412K
|
+12,757
|
+5%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$10.1M
|
+$9.38M
|
+290,223
|
New
|
|
|
9
|
Resource Planning Group
Atlanta,
Georgia
|
$8.06M
|
-$185K
|
-5,730
|
-2%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.86M
|
-$467K
|
-14,448
|
-6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.08M
|
-$548K
|
-16,969
|
-8%
|
|
|
12
|
RHS Financial
San Francisco,
California
|
$6.42M
|
+$1.09M
|
+33,622
|
+22%
|
|
|
13
|
|
$5.8M
|
+$687K
|
+21,273
|
+15%
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.79M
|
+$464K
|
+14,373
|
+9%
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.74M
|
+$827K
|
+25,600
|
+18%
|
|
|
16
|
High Probability Advisors
Pittsford,
New York
|
$5.14M
|
+$4.78M
|
+147,862
|
New
|
|
|
17
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.5M
|
-$143K
|
-4,440
|
-5%
|
|
|
18
|
Wade Financial Advisory
Campbell,
California
|
$4.46M
|
+$2.03M
|
+62,666
|
+96%
|
|
|
19
|
Prairiewood Capital
Fargo,
North Dakota
|
$4.37M
|
+$4.06M
|
+125,575
|
New
|
|
|
20
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.4M
|
+$39.4K
|
+1,220
|
+1%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$3.25M
|
-$5.39M
|
-166,870
|
-64%
|
|
|
22
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.02M
|
-$1.04M
|
-32,274
|
-27%
|
|
|
23
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.81M
|
-$68.2K
|
-2,111
|
-3%
|
|
|
24
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.26M
|
+$2.1M
|
+64,909
|
New
|
|
|
25
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.24M
|
-$86K
|
-2,661
|
-4%
|
|
