|
1
|
Charles Schwab
San Francisco,
California
|
$1.27B
|
-$647M
|
-16,680,311
|
-36%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$42.1M
|
–
|
–
|
–
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$25.3M
|
+$4.7M
|
+121,079
|
+25%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$24.8M
|
-$635K
|
-16,386
|
-3%
|
|
|
5
|
GHP Investment Advisors
Denver,
Colorado
|
$24.5M
|
+$171K
|
+4,417
|
+0.8%
|
|
|
6
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$20M
|
+$97K
|
+2,502
|
+0.5%
|
|
|
7
|
|
$19.2M
|
+$12.6M
|
+325,196
|
+246%
|
|
|
8
|
Flow Traders U.S.
New York
|
$18.6M
|
+$10.2M
|
+262,893
|
+147%
|
|
|
9
|
High Probability Advisors
Pittsford,
New York
|
$11.7M
|
-$915K
|
-23,604
|
-8%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.3M
|
-$7.42M
|
-191,288
|
-42%
|
|
|
11
|
Prairiewood Capital
Fargo,
North Dakota
|
$11.2M
|
+$2.13K
|
+55
|
+0%
|
|
|
12
|
Collective Family Office
York,
Pennsylvania
|
$9.07M
|
-$786K
|
-20,275
|
-9%
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.87M
|
-$238K
|
-6,139
|
-3%
|
|
|
14
|
Opes Wealth Management
Menlo Park,
California
|
$8.78M
|
+$186K
|
+4,802
|
+2%
|
|
|
15
|
|
$8.38M
|
+$188K
|
+4,853
|
+2%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.31M
|
-$211K
|
-5,433
|
-3%
|
|
|
17
|
Shilanski & Associates
Anchorage,
Alaska
|
$8.24M
|
+$13.6K
|
+351
|
+0.2%
|
|
|
18
|
Shore Point Advisors
Brielle,
New Jersey
|
$8.23M
|
+$302K
|
+7,799
|
+4%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$8.12M
|
-$831K
|
-21,424
|
-10%
|
|
|
20
|
Bell Investment Advisors
Oakland,
California
|
$7.56M
|
-$307K
|
-7,907
|
-4%
|
|
|
21
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$7.32M
|
-$221K
|
-5,705
|
-3%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$6.68M
|
-$20.9K
|
-540
|
-0.3%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$6.04M
|
-$74.2K
|
-1,913
|
-1%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6M
|
-$126K
|
-3,238
|
-2%
|
|
|
25
|
Breakwater Capital Group
Paramus,
New Jersey
|
$5.15M
|
-$93K
|
-2,398
|
-2%
|
|
