|
1
|
Charles Schwab
San Francisco,
California
|
$1.3B
|
-$19.9M
|
-420,832
|
-1%
|
|
|
2
|
|
$27.9M
|
+$687K
|
+14,484
|
+2%
|
|
|
3
|
GHP Investment Advisors
Denver,
Colorado
|
$27.8M
|
+$228K
|
+4,819
|
+0.8%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$25.8M
|
-$872K
|
-18,401
|
-3%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23.4M
|
+$16.6K
|
+351
|
+0.1%
|
|
|
6
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$23M
|
+$1.03M
|
+21,679
|
+5%
|
|
|
7
|
Prairiewood Capital
Fargo,
North Dakota
|
$14M
|
+$628K
|
+13,238
|
+5%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$13.4M
|
+$86.1K
|
+1,817
|
+0.6%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$13M
|
-$10.5M
|
-220,779
|
-44%
|
|
|
10
|
Collective Family Office
York,
Pennsylvania
|
$11.4M
|
+$481K
|
+10,153
|
+4%
|
|
|
11
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.6M
|
+$540K
|
+11,395
|
+5%
|
|
|
12
|
Opes Wealth Management
Menlo Park,
California
|
$10.5M
|
+$107K
|
+2,249
|
+1%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.87M
|
+$231K
|
+4,882
|
+2%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.45M
|
-$92.5K
|
-1,951
|
-0.9%
|
|
|
15
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$8.36M
|
-$67.9K
|
-1,433
|
-0.8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$8.14M
|
-$404K
|
-8,531
|
-5%
|
|
|
17
|
Breakwater Capital Group
Paramus,
New Jersey
|
$8.09M
|
+$646K
|
+13,619
|
+8%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$7.6M
|
+$463K
|
+9,776
|
+6%
|
|
|
19
|
Bell Investment Advisors
Oakland,
California
|
$7.58M
|
-$292K
|
-6,157
|
-4%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$7.2M
|
+$574K
|
+12,104
|
+8%
|
|
|
21
|
Shore Point Advisors
Brielle,
New Jersey
|
$6.62M
|
-$8.3M
|
-175,043
|
-50%
|
|
|
22
|
Abbington Investment Group
Westport,
Connecticut
|
$6.26M
|
-$904K
|
-19,075
|
-12%
|
|
|
23
|
Clune & Associates
Chicago,
Illinois
|
$5.55M
|
-$1.54M
|
-32,454
|
-21%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$5.4M
|
-$9.67M
|
-203,953
|
-64%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.28M
|
-$67.7K
|
-1,428
|
-1%
|
|
