|
1
|
Charles Schwab
San Francisco,
California
|
$1.69B
|
-$44M
|
-1,235,411
|
-3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$53.2M
|
+$7.31M
|
+205,113
|
+16%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$36.3M
|
–
|
–
|
–
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$22M
|
-$351K
|
-9,856
|
-2%
|
|
|
5
|
GHP Investment Advisors
Denver,
Colorado
|
$20.9M
|
+$161K
|
+4,512
|
+0.8%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$17.4M
|
+$11.4M
|
+319,286
|
+199%
|
|
|
7
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$17.1M
|
+$420K
|
+11,772
|
+3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.6M
|
+$6.76M
|
+189,592
|
+70%
|
|
|
9
|
High Probability Advisors
Pittsford,
New York
|
$10.9M
|
-$532K
|
-14,918
|
-5%
|
|
|
10
|
Prairiewood Capital
Fargo,
North Dakota
|
$9.63M
|
+$493K
|
+13,825
|
+5%
|
|
|
11
|
Collective Family Office
York,
Pennsylvania
|
$8.54M
|
+$171K
|
+4,797
|
+2%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.86M
|
-$32K
|
-897
|
-0.4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.77M
|
+$330K
|
+9,248
|
+5%
|
|
|
14
|
Opes Wealth Management
Menlo Park,
California
|
$7.39M
|
+$196K
|
+5,509
|
+3%
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$7.35M
|
+$371K
|
+10,415
|
+5%
|
|
|
16
|
Shilanski & Associates
Anchorage,
Alaska
|
$7.08M
|
+$145K
|
+4,060
|
+2%
|
|
|
17
|
|
$7.04M
|
-$98K
|
-2,749
|
-1%
|
|
|
18
|
Shore Point Advisors
Brielle,
New Jersey
|
$6.8M
|
+$458K
|
+12,848
|
+7%
|
|
|
19
|
Bell Investment Advisors
Oakland,
California
|
$6.8M
|
-$38.4K
|
-1,077
|
-0.6%
|
|
|
20
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.51M
|
+$136K
|
+3,823
|
+2%
|
|
|
21
|
Flow Traders U.S.
New York
|
$6.49M
|
+$5.91M
|
+165,848
|
+1,248%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$5.77M
|
+$212K
|
+5,959
|
+4%
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.28M
|
+$5.2M
|
+145,991
|
New
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$5.27M
|
+$268K
|
+7,527
|
+5%
|
|
|
25
|
|
$4.78M
|
+$3.58M
|
+100,326
|
+316%
|
|
