|
1
|
Charles Schwab
San Francisco,
California
|
$1.64B
|
-$43.7M
|
-1,218,361
|
-2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$43.2M
|
+$44.8M
|
+1,247,612
|
+7,602%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$34.2M
|
–
|
–
|
–
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$21.1M
|
+$267K
|
+7,444
|
+1%
|
|
|
5
|
GHP Investment Advisors
Denver,
Colorado
|
$19.5M
|
+$1.57M
|
+43,777
|
+8%
|
|
|
6
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$15.8M
|
+$225K
|
+6,266
|
+1%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$12.3M
|
-$183K
|
-5,093
|
-1%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$10.8M
|
-$46.9K
|
-1,307
|
-0.4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.22M
|
+$29.4K
|
+818
|
+0.3%
|
|
|
10
|
Prairiewood Capital
Fargo,
North Dakota
|
$8.61M
|
+$675K
|
+18,785
|
+8%
|
|
|
11
|
Collective Family Office
York,
Pennsylvania
|
$7.89M
|
+$155K
|
+4,329
|
+2%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.44M
|
+$202K
|
+5,624
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.01M
|
-$240K
|
-6,695
|
-3%
|
|
|
14
|
Opes Wealth Management
Menlo Park,
California
|
$6.78M
|
+$661K
|
+18,408
|
+10%
|
|
|
15
|
|
$6.73M
|
-$125K
|
-3,490
|
-2%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.57M
|
+$411K
|
+11,452
|
+6%
|
|
|
17
|
Shilanski & Associates
Anchorage,
Alaska
|
$6.54M
|
+$897K
|
+24,986
|
+15%
|
|
|
18
|
Bell Investment Advisors
Oakland,
California
|
$6.45M
|
+$306K
|
+8,510
|
+5%
|
|
|
19
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.01M
|
-$15.5K
|
-433
|
-0.2%
|
|
|
20
|
Shore Point Advisors
Brielle,
New Jersey
|
$5.97M
|
+$630K
|
+17,547
|
+11%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.48M
|
+$245K
|
+6,819
|
+4%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$5.24M
|
-$511K
|
-14,223
|
-8%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$4.71M
|
+$4.95M
|
+137,981
|
New
|
|
|
24
|
Breakwater Capital Group
Paramus,
New Jersey
|
$4.31M
|
+$179K
|
+4,995
|
+4%
|
|
|
25
|
RF&L Wealth Management
Acton,
Massachusetts
|
$3.68M
|
+$131K
|
+3,645
|
+3%
|
|
