|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$23.9M
|
+$1.24M
|
+46,220
|
+6%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$18.5M
|
+$191K
|
+7,100
|
+1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4M
|
+$3.9M
|
+144,944
|
+4,153%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$3.98M
|
+$3.98M
|
+147,690
|
New
|
|
|
5
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$3.23M
|
+$1.78M
|
+66,118
|
+123%
|
|
|
6
|
|
$2.52M
|
-$99.2K
|
-3,686
|
-4%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$2.51M
|
+$274K
|
+10,174
|
+12%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.37M
|
–
|
–
|
–
|
|
|
9
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.23M
|
-$151K
|
-5,604
|
-6%
|
|
|
10
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$2.19M
|
-$101K
|
-3,760
|
-4%
|
|
|
11
|
Wealthfront
Palo Alto,
California
|
$2.17M
|
+$2.17M
|
+80,658
|
New
|
|
|
12
|
Virtu KCG Holdings
New York
|
$1.84M
|
-$92.1K
|
-3,420
|
-5%
|
|
|
13
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.69M
|
-$241K
|
-8,956
|
-13%
|
|
|
14
|
Callahan Advisors
Houston,
Texas
|
$1.49M
|
-$574K
|
-21,336
|
-28%
|
|
|
15
|
Vista Capital Partners
Portland,
Oregon
|
$1.35M
|
-$29.5K
|
-1,094
|
-2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.27M
|
-$2.39M
|
-88,618
|
-65%
|
|
|
17
|
3D Asset Management
Hartford,
Connecticut
|
$1.2M
|
-$283K
|
-10,530
|
-19%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$937K
|
+$39.1K
|
+1,454
|
+4%
|
|
|
19
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$512K
|
+$96.1K
|
+3,568
|
+23%
|
|
|
20
|
Twele Capital Management
Minnetonka,
Minnesota
|
$467K
|
–
|
–
|
–
|
|
|
21
|
Bluefin Capital Management
New York
|
$400K
|
-$1.4M
|
-51,896
|
-76%
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$391K
|
-$351K
|
-13,050
|
-47%
|
|
|
23
|
|
$365K
|
+$219K
|
+8,126
|
+150%
|
|
|
24
|
SignalPoint Asset Management
Springfield,
Missouri
|
$335K
|
-$36.7K
|
-1,362
|
-10%
|
|
|
25
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$334K
|
+$21.3K
|
+792
|
+7%
|
|
