|
1
|
Charles Schwab
San Francisco,
California
|
$1.27B
|
-$26.2M
|
-590,335
|
-2%
|
|
|
2
|
GHP Investment Advisors
Denver,
Colorado
|
$26.5M
|
+$624K
|
+14,032
|
+2%
|
|
|
3
|
|
$26.2M
|
+$17.1M
|
+384,428
|
+189%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$25.6M
|
-$179K
|
-4,017
|
-0.7%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$22.5M
|
+$16.1M
|
+362,134
|
+255%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$22.4M
|
–
|
–
|
–
|
|
|
7
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$21.2M
|
+$58.5K
|
+1,317
|
+0.3%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$14.3M
|
-$882K
|
-19,830
|
-6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
+$1.46M
|
+32,811
|
+13%
|
|
|
10
|
Prairiewood Capital
Fargo,
North Dakota
|
$12.9M
|
+$834K
|
+18,757
|
+7%
|
|
|
11
|
High Probability Advisors
Pittsford,
New York
|
$12.8M
|
+$203K
|
+4,569
|
+2%
|
|
|
12
|
Collective Family Office
York,
Pennsylvania
|
$10.5M
|
+$969K
|
+21,798
|
+10%
|
|
|
13
|
Opes Wealth Management
Menlo Park,
California
|
$9.95M
|
+$289K
|
+6,496
|
+3%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.67M
|
+$303K
|
+6,812
|
+3%
|
|
|
15
|
Shore Point Advisors
Brielle,
New Jersey
|
$9.45M
|
+$6.39M
|
+143,750
|
+71%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.27M
|
+$9.13M
|
+205,380
|
+7,753%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.17M
|
+$13.4K
|
+302
|
+0.1%
|
|
|
18
|
|
$8.74M
|
+$3.21M
|
+72,272
|
+58%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$8.2M
|
-$291K
|
-6,543
|
-3%
|
|
|
20
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$8.1M
|
+$99K
|
+2,227
|
+1%
|
|
|
21
|
Bell Investment Advisors
Oakland,
California
|
$7.56M
|
+$158K
|
+3,562
|
+2%
|
|
|
22
|
Breakwater Capital Group
Paramus,
New Jersey
|
$7.17M
|
+$1.71M
|
+38,575
|
+32%
|
|
|
23
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$7.15M
|
+$6.92M
|
+155,710
|
+3,287%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$6.87M
|
-$74.7K
|
-1,681
|
-1%
|
|
|
25
|
Abbington Investment Group
Westport,
Connecticut
|
$6.86M
|
+$507K
|
+11,398
|
+8%
|
|
