|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.74B
|
-$9.89M
|
-332,321
|
-0.6%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$31.3M
|
–
|
–
|
–
|
|
|
3
|
|
$26.7M
|
+$20.9M
|
+701,212
|
+457%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$23.8M
|
-$1.15M
|
-38,543
|
-5%
|
|
|
5
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$22.3M
|
-$578K
|
-19,436
|
-3%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$13.3M
|
-$121K
|
-4,081
|
-0.9%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$13.1M
|
-$1.08M
|
-36,264
|
-8%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.2M
|
+$568K
|
+19,103
|
+6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.07M
|
-$383K
|
-12,876
|
-4%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.1M
|
+$206K
|
+6,928
|
+3%
|
|
|
11
|
High Probability Advisors
Pittsford,
New York
|
$7.75M
|
+$132K
|
+4,428
|
+2%
|
|
|
12
|
GHP Investment Advisors
Denver,
Colorado
|
$7.5M
|
+$1.85M
|
+62,022
|
+35%
|
|
|
13
|
|
$7.21M
|
-$212K
|
-7,129
|
-3%
|
|
|
14
|
Resource Planning Group
Atlanta,
Georgia
|
$6.3M
|
-$727K
|
-24,442
|
-11%
|
|
|
15
|
Synergy Asset Management
Vancouver,
Washington
|
$6.11M
|
+$5.82M
|
+195,502
|
New
|
|
|
16
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$5.56M
|
+$4.93M
|
+165,778
|
New
|
|
|
17
|
Prairiewood Capital
Fargo,
North Dakota
|
$5.3M
|
+$643K
|
+21,604
|
+15%
|
|
|
18
|
Wade Financial Advisory
Campbell,
California
|
$5.27M
|
-$690K
|
-23,182
|
-12%
|
|
|
19
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.96M
|
-$706K
|
-23,731
|
-13%
|
|
|
20
|
Collective Family Office
York,
Pennsylvania
|
$4.85M
|
+$1.72M
|
+57,966
|
+60%
|
|
|
21
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.49M
|
+$43.1K
|
+1,449
|
+1%
|
|
|
22
|
Shilanski & Associates
Anchorage,
Alaska
|
$4.23M
|
+$4.03M
|
+135,327
|
New
|
|
|
23
|
Opes Wealth Management
Menlo Park,
California
|
$3.98M
|
+$110K
|
+3,708
|
+3%
|
|
|
24
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.61M
|
+$456K
|
+15,340
|
+15%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$3.57M
|
+$1.26M
|
+42,452
|
+59%
|
|
