|
1
|
Charles Schwab
San Francisco,
California
|
$1.94B
|
+$1.97B
|
+55,946,015
|
New
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$34.8M
|
–
|
–
|
–
|
|
|
3
|
|
$27.3M
|
+$20.8M
|
+590,760
|
+303%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$24.7M
|
+$24.7M
|
+702,527
|
+8,499%
|
|
|
5
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$23.3M
|
-$2.17M
|
-61,613
|
-8%
|
|
|
6
|
GHP Investment Advisors
Denver,
Colorado
|
$16.5M
|
+$515K
|
+14,618
|
+3%
|
|
|
7
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$16.3M
|
+$12.7M
|
+361,163
|
+337%
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$12.8M
|
-$227K
|
-6,458
|
-2%
|
|
|
9
|
High Probability Advisors
Pittsford,
New York
|
$11M
|
+$262K
|
+7,448
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.3M
|
+$9.08M
|
+257,867
|
+2,696%
|
|
|
11
|
Clarius Group LLC
Seattle,
Washington
|
$8.89M
|
-$1.21M
|
-34,474
|
-12%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$8.74M
|
-$500K
|
-14,191
|
-5%
|
|
|
13
|
Collective Family Office
York,
Pennsylvania
|
$8.03M
|
+$1.35M
|
+38,393
|
+20%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.01M
|
+$66.2K
|
+1,879
|
+0.8%
|
|
|
15
|
Prairiewood Capital
Fargo,
North Dakota
|
$7.82M
|
-$191K
|
-5,418
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7.42M
|
-$90.6K
|
-2,572
|
-1%
|
|
|
17
|
|
$6.62M
|
+$62.9K
|
+1,787
|
+0.9%
|
|
|
18
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.46M
|
+$86.9K
|
+2,467
|
+1%
|
|
|
19
|
Bell Investment Advisors
Oakland,
California
|
$6.25M
|
-$49.5K
|
-1,406
|
-0.8%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$6.1M
|
+$1.01M
|
+28,659
|
+20%
|
|
|
21
|
Opes Wealth Management
Menlo Park,
California
|
$6M
|
+$275K
|
+7,799
|
+5%
|
|
|
22
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.98M
|
+$307K
|
+8,717
|
+5%
|
|
|
23
|
Shilanski & Associates
Anchorage,
Alaska
|
$5.87M
|
+$254K
|
+7,201
|
+4%
|
|
|
24
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.34M
|
-$73.2K
|
-2,079
|
-1%
|
|
|
25
|
Shore Point Advisors
Brielle,
New Jersey
|
$5.24M
|
+$668K
|
+18,955
|
+14%
|
|
