|
1
|
Charles Schwab
San Francisco,
California
|
$1.29B
|
-$45.7M
|
-1,051,719
|
-3%
|
|
|
2
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$42.6M
|
+$69.7M
|
+1,604,451
|
+121,826%
|
|
|
3
|
GHP Investment Advisors
Denver,
Colorado
|
$25.9M
|
-$8.08K
|
-186
|
-0%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$25.8M
|
-$484K
|
-11,143
|
-2%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$22.3M
|
-$21.7M
|
-500,144
|
-50%
|
|
|
6
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$21.1M
|
-$79.2K
|
-1,822
|
-0.4%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$15.1M
|
+$12.4M
|
+284,641
|
+512%
|
|
|
8
|
Flow Traders U.S.
New York
|
$13.8M
|
-$5.71M
|
-131,384
|
-30%
|
|
|
9
|
High Probability Advisors
Pittsford,
New York
|
$12.6M
|
+$210K
|
+4,830
|
+2%
|
|
|
10
|
Prairiewood Capital
Fargo,
North Dakota
|
$12M
|
+$168K
|
+3,868
|
+1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.4M
|
-$475K
|
-10,926
|
-4%
|
|
|
12
|
Opes Wealth Management
Menlo Park,
California
|
$9.65M
|
+$344K
|
+7,906
|
+4%
|
|
|
13
|
Collective Family Office
York,
Pennsylvania
|
$9.52M
|
-$76.7K
|
-1,765
|
-0.8%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.36M
|
+$550K
|
+12,644
|
+6%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.15M
|
-$237K
|
-5,444
|
-3%
|
|
|
16
|
|
$9.04M
|
+$167K
|
+3,853
|
+2%
|
|
|
17
|
Shore Point Advisors
Brielle,
New Jersey
|
$9.04M
|
+$319K
|
+7,339
|
+4%
|
|
|
18
|
Shilanski & Associates
Anchorage,
Alaska
|
$8.74M
|
+$17.2K
|
+395
|
+0.2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$8.49M
|
-$109K
|
-2,511
|
-1%
|
|
|
20
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$7.99M
|
+$237K
|
+5,445
|
+3%
|
|
|
21
|
Bell Investment Advisors
Oakland,
California
|
$7.39M
|
-$601K
|
-13,839
|
-8%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$6.93M
|
-$132K
|
-3,038
|
-2%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$6.42M
|
+$30.9K
|
+711
|
+0.5%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.38M
|
+$26K
|
+599
|
+0.4%
|
|
|
25
|
Abbington Investment Group
Westport,
Connecticut
|
$6.35M
|
+$6.2M
|
+142,686
|
New
|
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