|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.87B
|
+$63.2M
|
+1,600,719
|
+3%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$38.8M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$29M
|
+$1.48M
|
+37,392
|
+5%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$28.8M
|
-$5.44M
|
-137,747
|
-16%
|
|
|
5
|
Clarius Group LLC
Seattle,
Washington
|
$15.9M
|
+$484K
|
+12,255
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$432K
|
+10,940
|
+3%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.8M
|
-$327K
|
-8,265
|
-3%
|
|
|
8
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.2M
|
+$596K
|
+15,083
|
+6%
|
|
|
9
|
Resource Planning Group
Atlanta,
Georgia
|
$9.53M
|
+$233K
|
+5,902
|
+2%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$9.17M
|
+$9.36M
|
+236,973
|
New
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.72M
|
+$28.3K
|
+717
|
+0.3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.39M
|
+$340K
|
+8,612
|
+4%
|
|
|
13
|
|
$8.15M
|
+$756K
|
+19,124
|
+10%
|
|
|
14
|
High Probability Advisors
Pittsford,
New York
|
$6.82M
|
+$157K
|
+3,983
|
+2%
|
|
|
15
|
Wade Financial Advisory
Campbell,
California
|
$5.33M
|
-$11.1K
|
-281
|
-0.2%
|
|
|
16
|
Prairiewood Capital
Fargo,
North Dakota
|
$5.02M
|
-$27.3K
|
-692
|
-0.5%
|
|
|
17
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.89M
|
-$1.13M
|
-28,669
|
-19%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.33M
|
+$151K
|
+3,834
|
+4%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.26M
|
-$223K
|
-5,637
|
-7%
|
|
|
20
|
1900 Wealth Management
San Antonio,
Texas
|
$4.23M
|
-$2.42M
|
-61,345
|
-36%
|
|
|
21
|
RHS Financial
San Francisco,
California
|
$3.42M
|
-$1.37M
|
-34,593
|
-28%
|
|
|
22
|
Shilanski & Associates
Anchorage,
Alaska
|
$3.35M
|
+$158K
|
+3,996
|
+5%
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.19M
|
-$23K
|
-582
|
-0.7%
|
|
|
24
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.94M
|
+$393K
|
+9,948
|
+15%
|
|
|
25
|
True North Advisors
Dallas,
Texas
|
$2.82M
|
+$270K
|
+6,836
|
+10%
|
|
