|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.8B
|
-$41.1M
|
-1,251,834
|
-2%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$33.2M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$26.2M
|
+$898K
|
+27,389
|
+4%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$23.9M
|
+$241K
|
+7,339
|
+1%
|
|
|
5
|
Clarius Group LLC
Seattle,
Washington
|
$14.1M
|
-$80.7K
|
-2,461
|
-0.6%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$13.4M
|
-$523K
|
-15,951
|
-4%
|
|
|
7
|
Flow Traders U.S.
New York
|
$11.9M
|
+$10.8M
|
+330,773
|
+1,175%
|
|
|
8
|
GHP Investment Advisors
Denver,
Colorado
|
$9.5M
|
+$1.54M
|
+47,078
|
+20%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$9.22M
|
+$634K
|
+19,333
|
+7%
|
|
|
10
|
High Probability Advisors
Pittsford,
New York
|
$9.16M
|
+$933K
|
+28,441
|
+11%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.03M
|
-$1.73M
|
-52,829
|
-16%
|
|
|
12
|
|
$8.67M
|
-$19.4M
|
-592,879
|
-69%
|
|
|
13
|
|
$8.14M
|
+$492K
|
+14,998
|
+7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.46M
|
-$2.13M
|
-65,039
|
-22%
|
|
|
15
|
Resource Planning Group
Atlanta,
Georgia
|
$6.21M
|
-$471K
|
-14,348
|
-7%
|
|
|
16
|
Prairiewood Capital
Fargo,
North Dakota
|
$5.79M
|
+$175K
|
+5,340
|
+3%
|
|
|
17
|
Wade Financial Advisory
Campbell,
California
|
$5.66M
|
+$70.3K
|
+2,142
|
+1%
|
|
|
18
|
Collective Family Office
York,
Pennsylvania
|
$5.33M
|
+$189K
|
+5,753
|
+4%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$5.29M
|
+$5.24M
|
+159,822
|
New
|
|
|
20
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.96M
|
–
|
–
|
–
|
|
|
21
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.74M
|
-$21.9K
|
-668
|
-0.5%
|
|
|
22
|
Shilanski & Associates
Anchorage,
Alaska
|
$4.55M
|
+$91.4K
|
+2,788
|
+2%
|
|
|
23
|
Bell Investment Advisors
Oakland,
California
|
$4.42M
|
+$742K
|
+22,617
|
+20%
|
|
|
24
|
Opes Wealth Management
Menlo Park,
California
|
$4.33M
|
+$106K
|
+3,223
|
+3%
|
|
|
25
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.08M
|
+$251K
|
+7,651
|
+7%
|
|
