|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.47B
|
+$40.8M
|
+1,511,376
|
+1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$240M
|
+$17M
|
+629,752
|
+8%
|
|
|
3
|
SageView Advisory Group
Newport Beach,
California
|
$106M
|
+$73M
|
+2,704,777
|
+17,329%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$103M
|
–
|
–
|
–
|
|
|
5
|
Unison Advisors
Washington,
District of Columbia
|
$73.2M
|
-$1.08M
|
-40,051
|
-1%
|
|
|
6
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$72.8M
|
-$3.79M
|
-140,475
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$56.4M
|
+$3.92M
|
+145,186
|
+8%
|
|
|
8
|
|
$53.9M
|
+$3.82M
|
+141,632
|
+8%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$38.4M
|
+$192K
|
+7,130
|
+0.5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$30.8M
|
-$657K
|
-24,332
|
-2%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$20.8M
|
-$4.6M
|
-170,552
|
-19%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
+$2.83M
|
+104,894
|
+18%
|
|
|
13
|
Morningstar Investment Management
Chicago,
Illinois
|
$18.1M
|
-$152K
|
-5,628
|
-0.9%
|
|
|
14
|
ALPS Advisors
Denver,
Colorado
|
$18M
|
-$22.7K
|
-840
|
-0.1%
|
|
|
15
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$16.4M
|
+$2.15M
|
+79,560
|
+17%
|
|
|
16
|
Morningstar Investment Services
Chicago,
Illinois
|
$16.1M
|
-$16.4M
|
-607,587
|
-51%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$793K
|
+29,389
|
+5%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$15.8M
|
+$884K
|
+32,760
|
+6%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$15.5M
|
+$3.87M
|
+143,195
|
+34%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$14.2M
|
+$2.4M
|
+88,887
|
+21%
|
|
|
21
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$13.3M
|
+$744K
|
+27,549
|
+6%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.2M
|
-$57.3K
|
-2,122
|
-0.5%
|
|
|
23
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.9M
|
-$229K
|
-8,496
|
-2%
|
|
|
24
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$11.6M
|
+$299K
|
+11,064
|
+3%
|
|
|
25
|
Your Advocates Ltd
Houston,
Texas
|
$11.2M
|
-$923K
|
-34,209
|
-8%
|
|
