|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.16B
|
+$39.9M
|
+1,504,375
|
+1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$157M
|
+$23.3M
|
+879,903
|
+18%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$99.8M
|
–
|
–
|
–
|
|
|
4
|
Unison Advisors
Washington,
District of Columbia
|
$72.7M
|
-$2.16M
|
-81,258
|
-3%
|
|
|
5
|
|
$50.6M
|
+$4.65M
|
+175,260
|
+10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$47M
|
-$373K
|
-14,042
|
-0.8%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$46.3M
|
-$3.84M
|
-144,787
|
-8%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$37.3M
|
+$203K
|
+7,658
|
+0.6%
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$32.8M
|
-$149K
|
-5,630
|
-0.5%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$27.7M
|
-$118K
|
-4,455
|
-0.4%
|
|
|
11
|
ALPS Advisors
Denver,
Colorado
|
$18.8M
|
-$99.6K
|
-3,755
|
-0.5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
-$1.03M
|
-38,884
|
-6%
|
|
|
13
|
Your Advocates Ltd
Houston,
Texas
|
$15.1M
|
-$82.8K
|
-3,121
|
-0.5%
|
|
|
14
|
Morningstar Investment Management
Chicago,
Illinois
|
$15M
|
+$3.28M
|
+123,510
|
+28%
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$14.1M
|
+$773K
|
+29,114
|
+6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13M
|
+$1.98M
|
+74,610
|
+18%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$12.9M
|
+$236K
|
+8,892
|
+2%
|
|
|
18
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$12.2M
|
+$425K
|
+16,015
|
+4%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.1M
|
-$196K
|
-7,397
|
-2%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$11.6M
|
-$189K
|
-7,118
|
-2%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.7M
|
+$4.59M
|
+173,075
|
+77%
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.7M
|
+$4.59M
|
+173,075
|
+77%
|
|
|
23
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.5M
|
+$42.5K
|
+1,600
|
+0.4%
|
|
|
24
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.5M
|
+$19.7K
|
+744
|
+0.2%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.46M
|
-$74.9K
|
-2,823
|
-0.8%
|
|
