|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.61B
|
+$127M
|
+3,837,472
|
+4%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$190M
|
–
|
–
|
–
|
|
|
3
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$153M
|
+$101M
|
+3,047,016
|
+363%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$126M
|
-$1.62M
|
-48,797
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$125M
|
+$3.83M
|
+115,522
|
+3%
|
|
|
6
|
|
$93.7M
|
+$195K
|
+5,875
|
+0.2%
|
|
|
7
|
ALPS Advisors
Denver,
Colorado
|
$52.8M
|
+$1.49M
|
+45,092
|
+3%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$50.9M
|
-$46.4M
|
-1,400,276
|
-47%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$50.7M
|
+$2.35M
|
+70,758
|
+5%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$36M
|
+$2.4M
|
+72,519
|
+7%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$32.9M
|
+$25.4M
|
+766,101
|
+323%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$30.6M
|
+$14.9M
|
+450,282
|
+94%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$28.6M
|
-$43.9M
|
-1,325,484
|
-60%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$23.2M
|
+$186K
|
+5,602
|
+0.8%
|
|
|
15
|
Opes Wealth Management
Menlo Park,
California
|
$21.8M
|
-$70.9K
|
-2,139
|
-0.3%
|
|
|
16
|
Cabot Wealth Management
Salem,
Massachusetts
|
$20.7M
|
-$80.3K
|
-2,423
|
-0.4%
|
|
|
17
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$20.4M
|
+$66.2K
|
+1,997
|
+0.3%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$19.9M
|
+$1.18M
|
+35,463
|
+6%
|
|
|
19
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$18.1M
|
-$210K
|
-6,344
|
-1%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.4M
|
+$3.78M
|
+114,004
|
+27%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$17.3M
|
+$17.4M
|
+526,258
|
New
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$17.2M
|
-$286K
|
-8,620
|
-2%
|
|
|
23
|
|
$16.9M
|
+$1.25M
|
+37,655
|
+8%
|
|
|
24
|
Arlington Financial Advisors
Santa Barbara,
California
|
$16.7M
|
+$142K
|
+4,280
|
+0.8%
|
|
|
25
|
PRW Wealth Management
Quincy,
Massachusetts
|
$16.4M
|
+$16.6M
|
+500,134
|
New
|
|
