|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.14B
|
+$49.9M
|
+1,857,081
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$187M
|
+$33.9M
|
+1,259,784
|
+21%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$97.7M
|
–
|
–
|
–
|
|
|
4
|
Unison Advisors
Washington,
District of Columbia
|
$67.8M
|
-$3.43M
|
-127,571
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$48.7M
|
+$2.76M
|
+102,732
|
+6%
|
|
|
6
|
|
$46.5M
|
-$3.11M
|
-115,792
|
-6%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$36.8M
|
+$258K
|
+9,604
|
+0.7%
|
|
|
8
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$31.8M
|
-$252K
|
-9,360
|
-0.8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
+$30.9M
|
+1,150,101
|
+8,541%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$27.9M
|
+$835K
|
+31,069
|
+3%
|
|
|
11
|
Arlington Financial Advisors
Santa Barbara,
California
|
$18.1M
|
+$18.5M
|
+689,785
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$16.7M
|
+$4.03M
|
+150,061
|
+31%
|
|
|
13
|
ALPS Advisors
Denver,
Colorado
|
$16.4M
|
-$2.02M
|
-75,230
|
-11%
|
|
|
14
|
Morningstar Investment Management
Chicago,
Illinois
|
$16.2M
|
+$1.6M
|
+59,584
|
+11%
|
|
|
15
|
Morningstar Investment Services
Chicago,
Illinois
|
$15.8M
|
-$30.5M
|
-1,133,363
|
-65%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
-$2.33M
|
-86,519
|
-14%
|
|
|
17
|
Your Advocates Ltd
Houston,
Texas
|
$14.1M
|
-$754K
|
-28,050
|
-5%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$13.7M
|
-$87.6K
|
-3,258
|
-0.6%
|
|
|
19
|
|
$12.5M
|
+$12.8M
|
+475,000
|
New
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.9M
|
-$730K
|
-27,154
|
-6%
|
|
|
21
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$11.7M
|
-$200K
|
-7,432
|
-2%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.7M
|
-$96.7K
|
-3,596
|
-0.8%
|
|
|
23
|
Charles Schwab
San Francisco,
California
|
$10.7M
|
-$656K
|
-24,421
|
-6%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.7M
|
+$3.08M
|
+114,602
|
+39%
|
|
|
25
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.5M
|
+$197K
|
+7,346
|
+2%
|
|
