|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$146M
|
-$7.2M
|
-133,863
|
-5%
|
|
|
2
|
|
$129M
|
+$15.1M
|
+280,171
|
+14%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$59M
|
+$57.1M
|
+1,062,198
|
New
|
|
|
4
|
Fiducient Advisors
Chicago,
Illinois
|
$36.8M
|
+$4.58M
|
+85,223
|
+15%
|
|
|
5
|
JOYN Advisors
Atlanta,
Georgia
|
$27.4M
|
+$1.08M
|
+20,154
|
+4%
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$22.2M
|
+$1.54M
|
+28,712
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$20.7M
|
+$535K
|
+9,947
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.2M
|
+$2.49M
|
+46,300
|
+15%
|
|
|
9
|
Barber Financial Group
Lenexa,
Kansas
|
$19.8M
|
-$5.48M
|
-101,903
|
-22%
|
|
|
10
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$18.7M
|
+$18.1M
|
+336,662
|
New
|
|
|
11
|
|
$16.6M
|
-$3.83M
|
-71,139
|
-19%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$15.8M
|
+$5.04M
|
+93,672
|
+49%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$13.3M
|
+$845K
|
+15,700
|
+7%
|
|
|
14
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$13.2M
|
+$2.07M
|
+38,541
|
+19%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
+$2.81M
|
+52,297
|
+35%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$11M
|
-$687K
|
-12,776
|
-6%
|
|
|
17
|
Highland Private Wealth Management
Bellevue,
Washington
|
$9.82M
|
+$3.95M
|
+73,358
|
+71%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$9.25M
|
+$2.39M
|
+44,473
|
+36%
|
|
|
19
|
Barings
Charlotte,
North Carolina
|
$8.83M
|
+$7.93M
|
+147,435
|
+1,282%
|
|
|
20
|
Royal Fund Management
Lady Lake,
Florida
|
$8.65M
|
+$951K
|
+17,687
|
+13%
|
|
|
21
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$8.62M
|
-$1.54M
|
-28,596
|
-16%
|
|
|
22
|
Peterson Wealth Advisors
Orem,
Utah
|
$7.86M
|
+$1.88K
|
+35
|
+0%
|
|
|
23
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$7.74M
|
+$3.04M
|
+56,517
|
+68%
|
|
|
24
|
Pacific Financial Group
Bellevue,
Washington
|
$7.53M
|
+$7.78M
|
+144,713
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$7.4M
|
+$1.37M
|
+25,379
|
+24%
|
|
