|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$48.5M
|
+$31.1M
|
+1,139,810
|
+176%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.4M
|
+$31.3M
|
+1,148,792
|
+181%
|
|
|
3
|
Frontier Wealth Management
Kansas City,
Missouri
|
$10.4M
|
+$10.4M
|
+381,838
|
New
|
|
|
4
|
Empirical Wealth Management
Seattle,
Washington
|
$9.23M
|
-$9.72M
|
-356,124
|
-51%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$5.45M
|
+$1.74M
|
+63,836
|
+47%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.47M
|
+$90.7K
|
+3,324
|
+3%
|
|
|
7
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$3.39M
|
-$38.7K
|
-1,418
|
-1%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$3.19M
|
+$128K
|
+4,674
|
+4%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.39M
|
–
|
–
|
–
|
|
|
10
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.24M
|
-$468K
|
-17,150
|
-17%
|
|
|
11
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$2.11M
|
-$15.3K
|
-560
|
-0.7%
|
|
|
12
|
Virtu KCG Holdings
New York
|
$2.09M
|
+$1.83M
|
+66,982
|
+656%
|
|
|
13
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.03M
|
-$109K
|
-4,010
|
-5%
|
|
|
14
|
Callahan Advisors
Houston,
Texas
|
$1.96M
|
+$213K
|
+7,816
|
+12%
|
|
|
15
|
Mosaic Financial Partners
San Francisco,
California
|
$1.93M
|
+$429K
|
+15,718
|
+28%
|
|
|
16
|
Ruggie Capital Group
Tavares,
Florida
|
$1.69M
|
+$1.7M
|
+62,396
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.68M
|
+$1.69M
|
+61,920
|
New
|
|
|
18
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.67M
|
-$1.85K
|
-68
|
-0.1%
|
|
|
19
|
|
$1.59M
|
+$230K
|
+8,426
|
+17%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$1.2M
|
+$235K
|
+8,618
|
+24%
|
|
|
21
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.1M
|
+$1.11M
|
+40,722
|
New
|
|
|
22
|
Vista Capital Partners
Portland,
Oregon
|
$965K
|
-$161K
|
-5,900
|
-14%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$944K
|
+$169K
|
+6,190
|
+22%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$826K
|
+$778K
|
+28,536
|
+1,497%
|
|
|
25
|
Valentine Ventures
Bend,
Oregon
|
$782K
|
+$786K
|
+28,824
|
New
|
|
