|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.03B
|
+$47.6M
|
+1,827,946
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$130M
|
+$28.4M
|
+1,088,672
|
+28%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$97.1M
|
–
|
–
|
–
|
|
|
4
|
Unison Advisors
Washington,
District of Columbia
|
$72.8M
|
+$13.5M
|
+519,465
|
+23%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$49.1M
|
-$100K
|
-3,849
|
-0.2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$46.1M
|
+$2.24M
|
+85,835
|
+5%
|
|
|
7
|
|
$44.7M
|
+$8.28M
|
+317,974
|
+23%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$36.1M
|
+$97.5K
|
+3,742
|
+0.3%
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$32M
|
-$24K
|
-920
|
-0.1%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$27M
|
-$3.7M
|
-142,163
|
-12%
|
|
|
11
|
ALPS Advisors
Denver,
Colorado
|
$18.4M
|
+$3.88M
|
+149,040
|
+27%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$2.07M
|
+79,302
|
+13%
|
|
|
13
|
Your Advocates Ltd
Houston,
Texas
|
$14.8M
|
+$170K
|
+6,524
|
+1%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$13M
|
+$79.6K
|
+3,057
|
+0.6%
|
|
|
15
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$12.4M
|
+$112K
|
+4,306
|
+0.9%
|
|
|
16
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.9M
|
-$3.81M
|
-146,346
|
-24%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$11.5M
|
+$4.74M
|
+182,138
|
+71%
|
|
|
18
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$11.4M
|
+$1.06M
|
+40,882
|
+10%
|
|
|
19
|
Morningstar Investment Management
Chicago,
Illinois
|
$11.3M
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
-$2.66M
|
-102,183
|
-20%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.2M
|
+$2.57M
|
+98,643
|
+34%
|
|
|
22
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.28M
|
+$53.6K
|
+2,057
|
+0.6%
|
|
|
23
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.22M
|
+$85.5K
|
+3,282
|
+0.9%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.45M
|
+$3.4M
|
+130,648
|
+67%
|
|
|
25
|
Chilton Capital Management
Houston,
Texas
|
$8.21M
|
+$6.34M
|
+243,571
|
+341%
|
|
