|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.92B
|
+$351K
|
+10,803
|
+0%
|
|
|
2
|
|
$54.2M
|
+$50.5M
|
+1,554,694
|
New
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$34.9M
|
–
|
–
|
–
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$26.1M
|
+$75.7K
|
+2,328
|
+0.3%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$18.1M
|
+$16.6M
|
+511,486
|
+6,631%
|
|
|
6
|
GHP Investment Advisors
Denver,
Colorado
|
$15.4M
|
+$1.01M
|
+31,181
|
+8%
|
|
|
7
|
Clarius Group LLC
Seattle,
Washington
|
$14.5M
|
-$124K
|
-3,805
|
-0.9%
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$13.2M
|
-$166K
|
-5,117
|
-1%
|
|
|
9
|
High Probability Advisors
Pittsford,
New York
|
$10.3M
|
+$39.8K
|
+1,225
|
+0.4%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$9.98M
|
+$2.48M
|
+76,466
|
+36%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$9.47M
|
+$20.3K
|
+624
|
+0.2%
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.44M
|
+$2.29M
|
+70,529
|
+40%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$8.11M
|
-$18.1M
|
-558,113
|
-71%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.04M
|
-$93.5K
|
-2,877
|
-1%
|
|
|
15
|
|
$7.82M
|
-$500K
|
-15,380
|
-6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7.73M
|
+$77.5K
|
+2,386
|
+1%
|
|
|
17
|
Prairiewood Capital
Fargo,
North Dakota
|
$7.38M
|
+$958K
|
+29,475
|
+16%
|
|
|
18
|
Collective Family Office
York,
Pennsylvania
|
$6.55M
|
-$4K
|
-123
|
-0.1%
|
|
|
19
|
Bell Investment Advisors
Oakland,
California
|
$6.28M
|
+$556K
|
+17,113
|
+11%
|
|
|
20
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.13M
|
+$1.39M
|
+42,807
|
+32%
|
|
|
21
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.07M
|
+$211K
|
+6,482
|
+4%
|
|
|
22
|
Opes Wealth Management
Menlo Park,
California
|
$5.74M
|
+$146K
|
+4,488
|
+3%
|
|
|
23
|
Shilanski & Associates
Anchorage,
Alaska
|
$5.45M
|
+$288K
|
+8,852
|
+6%
|
|
|
24
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.4M
|
-$107K
|
-3,300
|
-2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.38M
|
-$2.4M
|
-73,945
|
-32%
|
|
