|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.61B
|
+$84.7M
|
+2,563,772
|
+5%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$30.5M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$24.1M
|
+$46.6K
|
+1,411
|
+0.2%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$21.5M
|
+$9.28K
|
+281
|
+0%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$15.9M
|
-$994K
|
-30,094
|
-5%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$12.8M
|
-$298K
|
-9,009
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
-$686K
|
-20,777
|
-6%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.27M
|
+$284K
|
+8,607
|
+3%
|
|
|
9
|
|
$7.11M
|
-$15.3M
|
-464,587
|
-67%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.02M
|
+$10.8K
|
+328
|
+0.1%
|
|
|
11
|
Resource Planning Group
Atlanta,
Georgia
|
$6.92M
|
-$618K
|
-18,711
|
-8%
|
|
|
12
|
|
$6.67M
|
+$361K
|
+10,915
|
+5%
|
|
|
13
|
High Probability Advisors
Pittsford,
New York
|
$6.61M
|
+$531K
|
+16,066
|
+8%
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.74M
|
+$505K
|
+15,276
|
+11%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$4.69M
|
+$5.1M
|
+154,279
|
New
|
|
|
16
|
Wade Financial Advisory
Campbell,
California
|
$4.57M
|
-$957K
|
-28,971
|
-16%
|
|
|
17
|
Prairiewood Capital
Fargo,
North Dakota
|
$4.46M
|
-$281K
|
-8,504
|
-5%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.2M
|
+$575K
|
+17,403
|
+14%
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.04M
|
+$1.73M
|
+52,397
|
+65%
|
|
|
20
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.03M
|
-$92.3K
|
-2,795
|
-3%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$3.75M
|
+$2.36M
|
+71,522
|
+138%
|
|
|
22
|
Shilanski & Associates
Anchorage,
Alaska
|
$3.54M
|
+$266K
|
+8,059
|
+7%
|
|
|
23
|
Flow Traders U.S.
New York
|
$3.17M
|
-$431K
|
-13,056
|
-11%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$3.15M
|
-$11M
|
-333,818
|
-76%
|
|
|
25
|
Opes Wealth Management
Menlo Park,
California
|
$2.97M
|
+$448K
|
+13,563
|
+16%
|
|
