|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.83B
|
+$89.1M
|
+2,262,880
|
+5%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$39.3M
|
–
|
–
|
–
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$34.6M
|
-$1.62M
|
-41,257
|
-4%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$28M
|
-$1.66M
|
-42,167
|
-6%
|
|
|
5
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$24.2M
|
+$749K
|
+19,020
|
+3%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$15.7M
|
+$175K
|
+4,458
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
+$12.7M
|
+323,522
|
+869%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.4M
|
+$186K
|
+4,737
|
+2%
|
|
|
9
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.77M
|
+$645K
|
+16,399
|
+7%
|
|
|
10
|
Resource Planning Group
Atlanta,
Georgia
|
$9.43M
|
+$32.3K
|
+821
|
+0.3%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.81M
|
+$309K
|
+7,839
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.17M
|
+$54.4K
|
+1,383
|
+0.7%
|
|
|
13
|
|
$7.51M
|
+$153K
|
+3,892
|
+2%
|
|
|
14
|
High Probability Advisors
Pittsford,
New York
|
$6.76M
|
+$801K
|
+20,338
|
+13%
|
|
|
15
|
1900 Wealth Management
San Antonio,
Texas
|
$6.7M
|
+$3.6M
|
+91,501
|
+116%
|
|
|
16
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$6.08M
|
+$205K
|
+5,217
|
+3%
|
|
|
17
|
Wade Financial Advisory
Campbell,
California
|
$5.42M
|
+$331K
|
+8,406
|
+6%
|
|
|
18
|
Prairiewood Capital
Fargo,
North Dakota
|
$5.12M
|
+$70.8K
|
+1,800
|
+1%
|
|
|
19
|
RHS Financial
San Francisco,
California
|
$4.83M
|
-$1.11M
|
-28,261
|
-19%
|
|
|
20
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.58M
|
-$356K
|
-9,043
|
-10%
|
|
|
21
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.25M
|
+$257K
|
+6,532
|
+6%
|
|
|
22
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.26M
|
-$75K
|
-1,905
|
-2%
|
|
|
23
|
Shilanski & Associates
Anchorage,
Alaska
|
$3.23M
|
+$1.54M
|
+39,102
|
+90%
|
|
|
24
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.93M
|
+$1.86M
|
+47,243
|
+172%
|
|
|
25
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.82M
|
-$298K
|
-7,578
|
-10%
|
|
