|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.52B
|
+$93.8M
|
+3,082,107
|
+6%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$27.3M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$21.8M
|
+$216K
|
+7,104
|
+0.9%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$19.9M
|
+$779K
|
+25,594
|
+4%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$12.4M
|
-$2.03M
|
-66,844
|
-13%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$11.7M
|
+$300K
|
+9,872
|
+2%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.33M
|
+$87.3K
|
+2,869
|
+0.9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.24M
|
-$887K
|
-29,127
|
-9%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.85M
|
+$650K
|
+21,362
|
+9%
|
|
|
10
|
High Probability Advisors
Pittsford,
New York
|
$6.62M
|
+$792K
|
+26,038
|
+12%
|
|
|
11
|
|
$6.46M
|
+$557K
|
+18,287
|
+8%
|
|
|
12
|
Resource Planning Group
Atlanta,
Georgia
|
$6.15M
|
-$40K
|
-1,313
|
-0.6%
|
|
|
13
|
Wade Financial Advisory
Campbell,
California
|
$5.22M
|
+$1.27M
|
+41,636
|
+28%
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.96M
|
+$812K
|
+26,690
|
+17%
|
|
|
15
|
GHP Investment Advisors
Denver,
Colorado
|
$4.83M
|
+$1.65M
|
+54,292
|
+44%
|
|
|
16
|
|
$4.17M
|
-$2.45M
|
-80,576
|
-34%
|
|
|
17
|
Prairiewood Capital
Fargo,
North Dakota
|
$4.02M
|
+$36.5K
|
+1,198
|
+0.8%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.87M
|
+$127K
|
+4,166
|
+3%
|
|
|
19
|
Opes Wealth Management
Menlo Park,
California
|
$3.36M
|
+$797K
|
+26,171
|
+27%
|
|
|
20
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.73M
|
+$2.46M
|
+80,680
|
+412%
|
|
|
21
|
Collective Family Office
York,
Pennsylvania
|
$2.64M
|
+$335K
|
+10,992
|
+13%
|
|
|
22
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.6M
|
+$81.4K
|
+2,673
|
+3%
|
|
|
23
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$2.57M
|
+$2.88M
|
+94,608
|
New
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.41M
|
+$339K
|
+11,141
|
+14%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.24M
|
+$68.7K
|
+2,258
|
+3%
|
|
