|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$26.3M
|
+$1.61M
|
+58,830
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.59M
|
+$5.37M
|
+195,796
|
+132%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$9.55M
|
+$5.35M
|
+195,100
|
+132%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$3.86M
|
+$1.63M
|
+59,566
|
+74%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.5M
|
-$15.4M
|
-560,644
|
-82%
|
|
|
6
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$3.46M
|
+$124K
|
+4,504
|
+4%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$2.92M
|
+$324K
|
+11,812
|
+13%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.45M
|
–
|
–
|
–
|
|
|
9
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.26M
|
-$37.8K
|
-1,378
|
-2%
|
|
|
10
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$2.2M
|
-$55.7K
|
-2,030
|
-3%
|
|
|
11
|
|
$1.88M
|
-$707K
|
-25,766
|
-28%
|
|
|
12
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.75M
|
+$9.55K
|
+348
|
+0.6%
|
|
|
13
|
Virtu KCG Holdings
New York
|
$1.57M
|
-$327K
|
-11,916
|
-17%
|
|
|
14
|
Callahan Advisors
Houston,
Texas
|
$1.57M
|
+$28.8K
|
+1,050
|
+2%
|
|
|
15
|
Vista Capital Partners
Portland,
Oregon
|
$1.27M
|
-$120K
|
-4,384
|
-9%
|
|
|
16
|
3D Asset Management
Hartford,
Connecticut
|
$1.1M
|
-$133K
|
-4,850
|
-11%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$978K
|
+$10.4K
|
+380
|
+1%
|
|
|
18
|
|
$692K
|
+$311K
|
+11,314
|
+84%
|
|
|
19
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$583K
|
+$53.6K
|
+1,952
|
+10%
|
|
|
20
|
Mosaic Financial Partners
San Francisco,
California
|
$555K
|
+$547K
|
+19,944
|
New
|
|
|
21
|
Twele Capital Management
Minnetonka,
Minnesota
|
$482K
|
–
|
–
|
–
|
|
|
22
|
Avity Investment Management
Greenwich,
Connecticut
|
$468K
|
+$461K
|
+16,800
|
New
|
|
|
23
|
Garde Capital
Seattle,
Washington
|
$452K
|
+$445K
|
+16,220
|
New
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$379K
|
+$49.1K
|
+1,790
|
+15%
|
|
|
25
|
Bangor Savings Bank
Bangor,
Maine
|
$363K
|
-$39.9K
|
-1,452
|
-10%
|
|
