|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$58.5M
|
+$9M
|
+328,206
|
+18%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.8M
|
+$8.75M
|
+319,088
|
+18%
|
|
|
3
|
Allianz Asset Management
Munich,
Germany
|
$9.86M
|
+$9.85M
|
+359,180
|
New
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$6.24M
|
+$714K
|
+26,040
|
+13%
|
|
|
5
|
Empirical Wealth Management
Seattle,
Washington
|
$6.15M
|
-$3.2M
|
-116,712
|
-34%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.69M
|
+$4.85M
|
+176,800
|
+581%
|
|
|
7
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.81M
|
-$5.67M
|
-206,714
|
-54%
|
|
|
8
|
|
$4.63M
|
+$4.63M
|
+168,782
|
New
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$3.65M
|
+$1.94M
|
+70,900
|
+115%
|
|
|
10
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.59M
|
+$72.1K
|
+2,628
|
+2%
|
|
|
11
|
Kingfisher Capital
Charlotte,
North Carolina
|
$3.45M
|
+$1.76M
|
+64,020
|
+104%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$3.38M
|
+$147K
|
+5,350
|
+5%
|
|
|
13
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$3.33M
|
-$94.3K
|
-3,438
|
-3%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$3.2M
|
+$2.99M
|
+108,946
|
+1,451%
|
|
|
15
|
Managed Account Advisors
Jersey City,
New Jersey
|
$2.54M
|
+$2.53M
|
+92,320
|
New
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.53M
|
+$118K
|
+4,286
|
+5%
|
|
|
17
|
|
$2.27M
|
+$2.12M
|
+77,464
|
+1,532%
|
|
|
18
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.25M
|
-$18K
|
-656
|
-0.8%
|
|
|
19
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$2.22M
|
+$90.2K
|
+3,290
|
+4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.13M
|
+$2.13M
|
+77,680
|
New
|
|
|
21
|
Mosaic Financial Partners
San Francisco,
California
|
$2.09M
|
+$140K
|
+5,096
|
+7%
|
|
|
22
|
VSR Financial Services
Overland Park,
Kansas
|
$1.96M
|
+$1.34M
|
+48,748
|
+216%
|
|
|
23
|
Callahan Advisors
Houston,
Texas
|
$1.88M
|
-$98.2K
|
-3,580
|
-5%
|
|
|
24
|
|
$1.79M
|
+$182K
|
+6,644
|
+11%
|
|
|
25
|
Ruggie Capital Group
Tavares,
Florida
|
$1.73M
|
+$16.7K
|
+610
|
+1%
|
|
