|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.97B
|
+$17.9M
|
+520,497
|
+0.9%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$35.5M
|
–
|
–
|
–
|
|
|
3
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$26M
|
-$621K
|
-18,055
|
-2%
|
|
|
4
|
GHP Investment Advisors
Denver,
Colorado
|
$16.3M
|
+$580K
|
+16,873
|
+4%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$13.2M
|
-$225K
|
-6,550
|
-2%
|
|
|
6
|
High Probability Advisors
Pittsford,
New York
|
$11M
|
+$506K
|
+14,716
|
+5%
|
|
|
7
|
Clarius Group LLC
Seattle,
Washington
|
$10.3M
|
-$4.33M
|
-126,048
|
-30%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$9.4M
|
-$694K
|
-20,200
|
-7%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$9.38M
|
-$249K
|
-7,241
|
-3%
|
|
|
10
|
Prairiewood Capital
Fargo,
North Dakota
|
$8.17M
|
+$642K
|
+18,686
|
+9%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.11M
|
-$67.6K
|
-1,966
|
-0.9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.66M
|
-$196K
|
-5,712
|
-3%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.52M
|
-$1.24M
|
-36,021
|
-15%
|
|
|
14
|
|
$6.91M
|
-$46.7M
|
-1,359,866
|
-87%
|
|
|
15
|
Collective Family Office
York,
Pennsylvania
|
$6.83M
|
+$157K
|
+4,566
|
+2%
|
|
|
16
|
|
$6.69M
|
-$1.23M
|
-35,789
|
-16%
|
|
|
17
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.51M
|
+$326K
|
+9,489
|
+5%
|
|
|
18
|
Bell Investment Advisors
Oakland,
California
|
$6.42M
|
+$35.1K
|
+1,022
|
+0.6%
|
|
|
19
|
Opes Wealth Management
Menlo Park,
California
|
$5.84M
|
+$3.02K
|
+88
|
+0.1%
|
|
|
20
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.79M
|
-$433K
|
-12,594
|
-7%
|
|
|
21
|
Shilanski & Associates
Anchorage,
Alaska
|
$5.74M
|
+$190K
|
+5,514
|
+4%
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.53M
|
+$27.3K
|
+793
|
+0.5%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$5.46M
|
-$2.7M
|
-78,654
|
-34%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.21M
|
-$249K
|
-7,243
|
-5%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$5.21M
|
+$323K
|
+9,386
|
+7%
|
|
