|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.78B
|
+$10.3M
|
+287,348
|
+0.6%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$33.4M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$28M
|
+$369K
|
+10,265
|
+1%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$25M
|
+$1.98M
|
+54,979
|
+8%
|
|
|
5
|
|
$24.7M
|
+$22.7M
|
+632,513
|
+958%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$19.6M
|
-$2.38M
|
-66,321
|
-11%
|
|
|
7
|
Clarius Group LLC
Seattle,
Washington
|
$16.1M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$15.5M
|
+$1.84M
|
+51,264
|
+13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
+$4.79M
|
+133,149
|
+61%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.4M
|
+$516K
|
+14,357
|
+5%
|
|
|
11
|
Resource Planning Group
Atlanta,
Georgia
|
$8.71M
|
+$132K
|
+3,675
|
+2%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.15M
|
+$234K
|
+6,502
|
+3%
|
|
|
13
|
|
$7.38M
|
-$171K
|
-4,748
|
-2%
|
|
|
14
|
High Probability Advisors
Pittsford,
New York
|
$7.13M
|
+$580K
|
+16,124
|
+9%
|
|
|
15
|
Wade Financial Advisory
Campbell,
California
|
$6.34M
|
+$1.35M
|
+37,594
|
+27%
|
|
|
16
|
Prairiewood Capital
Fargo,
North Dakota
|
$5.49M
|
+$838K
|
+23,294
|
+18%
|
|
|
17
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.97M
|
+$169K
|
+4,689
|
+3%
|
|
|
18
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.87M
|
+$531K
|
+14,753
|
+18%
|
|
|
19
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.27M
|
+$163K
|
+4,544
|
+4%
|
|
|
20
|
Flow Traders U.S.
New York
|
$4.15M
|
+$4.21M
|
+117,202
|
New
|
|
|
21
|
Shilanski & Associates
Anchorage,
Alaska
|
$3.83M
|
+$367K
|
+10,203
|
+10%
|
|
|
22
|
Collective Family Office
York,
Pennsylvania
|
$3.68M
|
+$3.03M
|
+84,341
|
+430%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$3.6M
|
+$954K
|
+26,535
|
+35%
|
|
|
24
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.09M
|
+$190K
|
+5,283
|
+6%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$3.07M
|
+$393K
|
+10,917
|
+14%
|
|
