|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.87B
|
+$67.6M
|
+1,766,984
|
+4%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$37.5M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$29.2M
|
+$1.24M
|
+32,329
|
+4%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$24.4M
|
+$24.9M
|
+651,486
|
New
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$23.2M
|
-$4.76M
|
-124,303
|
-17%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$16.1M
|
+$715K
|
+18,680
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$555K
|
+14,507
|
+4%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.5M
|
+$71.9K
|
+1,878
|
+0.7%
|
|
|
9
|
Resource Planning Group
Atlanta,
Georgia
|
$9.07M
|
-$139K
|
-3,633
|
-1%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.37M
|
-$49.1K
|
-1,283
|
-0.6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.22M
|
+$125K
|
+3,266
|
+2%
|
|
|
12
|
|
$7.97M
|
+$103K
|
+2,697
|
+1%
|
|
|
13
|
High Probability Advisors
Pittsford,
New York
|
$6.93M
|
+$345K
|
+9,014
|
+5%
|
|
|
14
|
Wade Financial Advisory
Campbell,
California
|
$5.3M
|
+$149K
|
+3,898
|
+3%
|
|
|
15
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.08M
|
+$366K
|
+9,567
|
+8%
|
|
|
16
|
Prairiewood Capital
Fargo,
North Dakota
|
$4.93M
|
+$83.3K
|
+2,176
|
+2%
|
|
|
17
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.52M
|
+$322K
|
+8,405
|
+11%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.34M
|
+$156K
|
+4,071
|
+4%
|
|
|
19
|
Shilanski & Associates
Anchorage,
Alaska
|
$3.67M
|
+$449K
|
+11,720
|
+14%
|
|
|
20
|
Sterling Financial Planning
Sparta,
New Jersey
|
$3.08M
|
+$248K
|
+6,480
|
+9%
|
|
|
21
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.07M
|
-$9.26K
|
-242
|
-0.3%
|
|
|
22
|
RHS Financial
San Francisco,
California
|
$2.85M
|
-$466K
|
-12,161
|
-14%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$2.83M
|
+$174K
|
+4,551
|
+6%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.81M
|
+$2.52M
|
+65,761
|
+704%
|
|
|
25
|
True North Advisors
Dallas,
Texas
|
$2.73M
|
+$8.84K
|
+231
|
+0.3%
|
|
