|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.84B
|
+$60.4M
|
+2,464,518
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$96.5M
|
-$11.2M
|
-456,635
|
-10%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$92.4M
|
–
|
–
|
–
|
|
|
4
|
Unison Advisors
Washington,
District of Columbia
|
$56.4M
|
+$40.2M
|
+1,639,764
|
+258%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$47.9M
|
-$342K
|
-13,948
|
-0.7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$41.7M
|
-$167K
|
-6,794
|
-0.4%
|
|
|
7
|
|
$34.6M
|
+$4.74M
|
+193,166
|
+16%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$34.2M
|
-$3.37M
|
-137,342
|
-9%
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$30.5M
|
-$1.19M
|
-48,730
|
-4%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$29.2M
|
+$489K
|
+19,950
|
+2%
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$18.7M
|
+$1.91M
|
+77,815
|
+15%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
-$258K
|
-10,514
|
-2%
|
|
|
13
|
Your Advocates Ltd
Houston,
Texas
|
$13.9M
|
-$1.09M
|
-44,287
|
-7%
|
|
|
14
|
ALPS Advisors
Denver,
Colorado
|
$13.8M
|
+$418K
|
+17,045
|
+3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
-$1.74M
|
-71,156
|
-12%
|
|
|
16
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$12.3M
|
-$675K
|
-27,527
|
-5%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.6M
|
-$3.18M
|
-129,580
|
-22%
|
|
|
18
|
Morningstar Investment Management
Chicago,
Illinois
|
$10.8M
|
-$501K
|
-20,442
|
-4%
|
|
|
19
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$9.86M
|
+$1.24M
|
+50,457
|
+15%
|
|
|
20
|
|
$9.02M
|
-$109M
|
-4,441,250
|
-92%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$8.78M
|
-$1.91M
|
-77,834
|
-18%
|
|
|
22
|
Cabot Wealth Management
Salem,
Massachusetts
|
$8.69M
|
+$135K
|
+5,502
|
+2%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$7.72M
|
-$991K
|
-40,405
|
-11%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$7.67M
|
+$171K
|
+6,967
|
+2%
|
|
|
25
|
|
$7.52M
|
+$913K
|
+37,235
|
+14%
|
|
