|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.77B
|
+$20.1M
|
+601,131
|
+1%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$32.2M
|
–
|
–
|
–
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$25.4M
|
-$212K
|
-6,320
|
-0.8%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$24M
|
+$188K
|
+5,606
|
+0.8%
|
|
|
5
|
Clarius Group LLC
Seattle,
Washington
|
$13.5M
|
-$158K
|
-4,734
|
-1%
|
|
|
6
|
GHP Investment Advisors
Denver,
Colorado
|
$12.9M
|
+$716K
|
+21,392
|
+5%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$12.4M
|
-$6.58M
|
-196,445
|
-34%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$9.42M
|
+$86.3K
|
+2,579
|
+0.9%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.71M
|
-$205K
|
-6,113
|
-2%
|
|
|
10
|
|
$7.71M
|
-$119K
|
-3,540
|
-1%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.5M
|
+$35.2K
|
+1,051
|
+0.5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.33M
|
+$4.95M
|
+147,951
|
+184%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.05M
|
+$81.5K
|
+2,435
|
+1%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$6.75M
|
+$6.2M
|
+185,212
|
+749%
|
|
|
15
|
Collective Family Office
York,
Pennsylvania
|
$6.05M
|
+$647K
|
+19,317
|
+11%
|
|
|
16
|
Prairiewood Capital
Fargo,
North Dakota
|
$5.85M
|
+$375K
|
+11,187
|
+7%
|
|
|
17
|
Resource Planning Group
Atlanta,
Georgia
|
$5.79M
|
-$59.7K
|
-1,783
|
-1%
|
|
|
18
|
Wade Financial Advisory
Campbell,
California
|
$5.79M
|
+$139K
|
+4,152
|
+2%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.71M
|
+$674K
|
+20,119
|
+13%
|
|
|
20
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$5.38M
|
+$346K
|
+10,349
|
+7%
|
|
|
21
|
Bell Investment Advisors
Oakland,
California
|
$5.24M
|
+$503K
|
+15,015
|
+10%
|
|
|
22
|
Opes Wealth Management
Menlo Park,
California
|
$5.15M
|
+$570K
|
+17,039
|
+12%
|
|
|
23
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.09M
|
-$83.3K
|
-2,487
|
-2%
|
|
|
24
|
Shilanski & Associates
Anchorage,
Alaska
|
$4.74M
|
+$95.7K
|
+2,858
|
+2%
|
|
|
25
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.28M
|
+$222K
|
+6,621
|
+5%
|
|
