|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$18.9M
|
-$6.84M
|
-247,396
|
-26%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$17.6M
|
+$8.45M
|
+305,578
|
+89%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
+$8.05M
|
+291,240
|
+85%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$3.72M
|
-$82.5K
|
-2,984
|
-2%
|
|
|
5
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$3.42M
|
+$56.1K
|
+2,030
|
+2%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.38M
|
-$27.5K
|
-996
|
-0.8%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$3.06M
|
+$219K
|
+7,928
|
+8%
|
|
|
8
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.7M
|
+$2.75M
|
+99,676
|
New
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.38M
|
–
|
–
|
–
|
|
|
10
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.14M
|
-$61.3K
|
-2,218
|
-3%
|
|
|
11
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$2.12M
|
-$26.3K
|
-950
|
-1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.95M
|
+$1.78M
|
+64,458
|
+856%
|
|
|
13
|
Callahan Advisors
Houston,
Texas
|
$1.74M
|
+$221K
|
+7,984
|
+14%
|
|
|
14
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.67M
|
-$33.4K
|
-1,210
|
-2%
|
|
|
15
|
|
$1.51M
|
-$324K
|
-11,732
|
-17%
|
|
|
16
|
Mosaic Financial Partners
San Francisco,
California
|
$1.5M
|
+$979K
|
+35,430
|
+178%
|
|
|
17
|
|
$1.36M
|
+$699K
|
+25,302
|
+102%
|
|
|
18
|
Vista Capital Partners
Portland,
Oregon
|
$1.12M
|
-$117K
|
-4,250
|
-9%
|
|
|
19
|
3D Asset Management
Hartford,
Connecticut
|
$983K
|
-$90.5K
|
-3,276
|
-8%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$970K
|
+$18.6K
|
+674
|
+2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$775K
|
+$791K
|
+28,606
|
New
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$575K
|
+$211K
|
+7,638
|
+56%
|
|
|
23
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$528K
|
-$48.3K
|
-1,748
|
-8%
|
|
|
24
|
Twele Capital Management
Minnetonka,
Minnesota
|
$469K
|
–
|
–
|
–
|
|
|
25
|
Avity Investment Management
Greenwich,
Connecticut
|
$455K
|
–
|
–
|
–
|
|
