|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.66B
|
+$105M
|
+2,862,549
|
+7%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$37.5M
|
–
|
–
|
–
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$34.6M
|
-$381K
|
-10,394
|
-1%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$28.3M
|
+$1.96M
|
+53,494
|
+8%
|
|
|
5
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$22.4M
|
+$448K
|
+12,236
|
+2%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$14.8M
|
-$102K
|
-2,780
|
-0.7%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.9M
|
-$86.4K
|
-2,359
|
-0.8%
|
|
|
8
|
Resource Planning Group
Atlanta,
Georgia
|
$8.97M
|
+$284K
|
+7,745
|
+3%
|
|
|
9
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.81M
|
+$2.46M
|
+67,248
|
+41%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.12M
|
-$345K
|
-9,411
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.74M
|
+$113K
|
+3,076
|
+2%
|
|
|
12
|
|
$7.03M
|
+$756K
|
+20,634
|
+12%
|
|
|
13
|
High Probability Advisors
Pittsford,
New York
|
$5.69M
|
+$150K
|
+4,094
|
+3%
|
|
|
14
|
RHS Financial
San Francisco,
California
|
$5.67M
|
-$1.21M
|
-33,127
|
-18%
|
|
|
15
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.61M
|
-$617K
|
-16,856
|
-10%
|
|
|
16
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$5.54M
|
+$4.46M
|
+121,862
|
+467%
|
|
|
17
|
Wade Financial Advisory
Campbell,
California
|
$4.86M
|
+$56K
|
+1,528
|
+1%
|
|
|
18
|
Prairiewood Capital
Fargo,
North Dakota
|
$4.82M
|
+$112K
|
+3,071
|
+2%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.76M
|
-$98.1K
|
-2,679
|
-3%
|
|
|
20
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.81M
|
+$143K
|
+3,916
|
+4%
|
|
|
21
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.18M
|
-$66.5K
|
-1,815
|
-2%
|
|
|
22
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.98M
|
-$44.5K
|
-1,214
|
-2%
|
|
|
23
|
1900 Wealth Management
San Antonio,
Texas
|
$2.97M
|
+$2.9M
|
+79,206
|
New
|
|
|
24
|
|
$2.47M
|
+$672K
|
+18,357
|
+39%
|
|
|
25
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.46M
|
+$51.6K
|
+1,410
|
+2%
|
|
