|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.81B
|
+$2.61M
|
+78,127
|
+0.1%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$33.3M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$26.5M
|
+$252K
|
+7,555
|
+1%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$24.6M
|
+$725K
|
+21,700
|
+3%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$19.3M
|
+$5.92M
|
+177,181
|
+44%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$14.1M
|
+$17.7K
|
+529
|
+0.1%
|
|
|
7
|
|
$14M
|
+$5.36M
|
+160,499
|
+61%
|
|
|
8
|
GHP Investment Advisors
Denver,
Colorado
|
$13.2M
|
+$3.42M
|
+102,506
|
+36%
|
|
|
9
|
High Probability Advisors
Pittsford,
New York
|
$9.64M
|
+$472K
|
+14,120
|
+5%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$9.2M
|
-$37.9K
|
-1,135
|
-0.4%
|
|
|
11
|
|
$8.08M
|
-$74K
|
-2,216
|
-0.9%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.71M
|
-$1.35M
|
-40,306
|
-15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.2M
|
-$283K
|
-8,472
|
-4%
|
|
|
14
|
Resource Planning Group
Atlanta,
Georgia
|
$6.04M
|
-$180K
|
-5,388
|
-3%
|
|
|
15
|
Wade Financial Advisory
Campbell,
California
|
$5.84M
|
+$172K
|
+5,135
|
+3%
|
|
|
16
|
Prairiewood Capital
Fargo,
North Dakota
|
$5.67M
|
-$130K
|
-3,897
|
-2%
|
|
|
17
|
Collective Family Office
York,
Pennsylvania
|
$5.6M
|
+$263K
|
+7,878
|
+5%
|
|
|
18
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.34M
|
+$69.2K
|
+2,072
|
+1%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.23M
|
+$1.52M
|
+45,478
|
+41%
|
|
|
20
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$5.22M
|
+$5.25M
|
+157,156
|
New
|
|
|
21
|
Bell Investment Advisors
Oakland,
California
|
$4.91M
|
+$483K
|
+14,453
|
+11%
|
|
|
22
|
Shilanski & Associates
Anchorage,
Alaska
|
$4.8M
|
+$216K
|
+6,453
|
+5%
|
|
|
23
|
Opes Wealth Management
Menlo Park,
California
|
$4.75M
|
+$415K
|
+12,418
|
+10%
|
|
|
24
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.09M
|
+$110K
|
+3,284
|
+3%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$4.07M
|
+$79.2K
|
+2,369
|
+2%
|
|
