|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.92B
|
+$344M
|
+12,561,629
|
+13%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$115M
|
+$41.9M
|
+1,530,951
|
+53%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$96.7M
|
–
|
–
|
–
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$50.5M
|
-$22.5M
|
-822,947
|
-30%
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$38.6M
|
+$3.77M
|
+137,640
|
+10%
|
|
|
6
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$33.6M
|
–
|
–
|
–
|
|
|
7
|
|
$27.7M
|
+$883K
|
+32,262
|
+3%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$19.4M
|
+$1.21M
|
+44,354
|
+6%
|
|
|
9
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$18.5M
|
+$461K
|
+16,839
|
+2%
|
|
|
10
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$16.1M
|
+$652K
|
+23,820
|
+4%
|
|
|
11
|
Unison Advisors
Washington,
District of Columbia
|
$15.8M
|
+$1.85M
|
+67,588
|
+12%
|
|
|
12
|
Systelligence LLC
Bloomington,
Minnesota
|
$14.6M
|
+$5.69M
|
+207,964
|
+59%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$14.4M
|
+$535K
|
+19,526
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
-$8.86M
|
-323,443
|
-37%
|
|
|
15
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$14.4M
|
-$1.15M
|
-41,925
|
-7%
|
|
|
16
|
ALPS Advisors
Denver,
Colorado
|
$14M
|
+$730K
|
+26,677
|
+5%
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$13.1M
|
+$1.19M
|
+43,595
|
+9%
|
|
|
18
|
Morningstar Investment Management
Chicago,
Illinois
|
$11.3M
|
+$4.45M
|
+162,396
|
+59%
|
|
|
19
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.2M
|
+$1.21M
|
+44,272
|
+11%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$10.5M
|
-$1.96M
|
-71,457
|
-15%
|
|
|
21
|
Your Advocates Ltd
Houston,
Texas
|
$10.4M
|
+$9.48M
|
+346,399
|
+648%
|
|
|
22
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$10.3M
|
+$2.05M
|
+74,952
|
+23%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$9.55M
|
-$4.36M
|
-159,351
|
-30%
|
|
|
24
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$9.55M
|
+$194K
|
+7,085
|
+2%
|
|
|
25
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.06M
|
+$586K
|
+21,395
|
+7%
|
|
