|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.53B
|
+$158M
|
+4,699,231
|
+5%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$193M
|
-$141M
|
-4,203,201
|
-42%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$129M
|
-$9.16M
|
-272,587
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
+$24.8M
|
+738,520
|
+25%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$98.2M
|
+$7.9M
|
+235,174
|
+9%
|
|
|
6
|
|
$94.8M
|
-$160K
|
-4,761
|
-0.2%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$73.1M
|
+$73.9M
|
+2,197,987
|
New
|
|
|
8
|
ALPS Advisors
Denver,
Colorado
|
$52M
|
-$1.24M
|
-36,930
|
-2%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$49M
|
+$1.99M
|
+59,079
|
+4%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$34.1M
|
-$528K
|
-15,719
|
-2%
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$27.9M
|
+$1.09M
|
+32,454
|
+4%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$23.3M
|
+$1.13M
|
+33,506
|
+5%
|
|
|
13
|
Opes Wealth Management
Menlo Park,
California
|
$22.2M
|
-$1.05M
|
-31,181
|
-4%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
$21.1M
|
+$696K
|
+20,711
|
+3%
|
|
|
15
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$20.6M
|
+$619K
|
+18,418
|
+3%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$18.9M
|
+$658K
|
+19,590
|
+4%
|
|
|
17
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$18.6M
|
-$306K
|
-9,096
|
-2%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$17.8M
|
+$375K
|
+11,149
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.1M
|
+$8.38M
|
+249,388
|
+94%
|
|
|
20
|
Arlington Financial Advisors
Santa Barbara,
California
|
$16.8M
|
+$231K
|
+6,876
|
+1%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$16M
|
+$5.82M
|
+173,110
|
+56%
|
|
|
22
|
|
$15.8M
|
+$2.45M
|
+72,950
|
+18%
|
|
|
23
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$15.5M
|
+$331K
|
+9,844
|
+2%
|
|
|
24
|
1900 Wealth Management
San Antonio,
Texas
|
$14.6M
|
+$1.84M
|
+54,795
|
+14%
|
|
|
25
|
Ackerman Capital Advisors
Dallas,
Texas
|
$14.2M
|
+$1.68M
|
+50,070
|
+13%
|
|
