|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$66.4M
|
+$9.12M
|
+333,914
|
+16%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$66M
|
+$9.07M
|
+331,770
|
+16%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$21.9M
|
+$18.5M
|
+676,370
|
+517%
|
|
|
4
|
Frontier Wealth Management
Kansas City,
Missouri
|
$10.5M
|
+$5.76M
|
+210,698
|
+120%
|
|
|
5
|
Allianz Asset Management
Munich,
Germany
|
$9.73M
|
-$5.46K
|
-200
|
-0.1%
|
|
|
6
|
Wealthfront
Palo Alto,
California
|
$5.44M
|
-$726K
|
-26,552
|
-12%
|
|
|
7
|
Managed Account Advisors
Jersey City,
New Jersey
|
$5.33M
|
+$2.85M
|
+104,378
|
+113%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.87M
|
-$751K
|
-27,496
|
-13%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$4.8M
|
-$1.28M
|
-46,860
|
-21%
|
|
|
10
|
Foster & Motley
Cincinnati,
Ohio
|
$4.3M
|
+$1.16M
|
+42,372
|
+36%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$3.94M
|
+$347K
|
+12,700
|
+10%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$3.54M
|
+$210K
|
+7,686
|
+6%
|
|
|
13
|
Kingfisher Capital
Charlotte,
North Carolina
|
$3.41M
|
+$7.05K
|
+258
|
+0.2%
|
|
|
14
|
|
$3.37M
|
-$1.21M
|
-44,308
|
-26%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.52M
|
+$22.6K
|
+826
|
+0.9%
|
|
|
16
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.33M
|
+$117K
|
+4,282
|
+5%
|
|
|
17
|
|
$2.28M
|
+$47.8K
|
+1,750
|
+2%
|
|
|
18
|
Ruggie Capital Group
Tavares,
Florida
|
$2.14M
|
+$435K
|
+15,904
|
+25%
|
|
|
19
|
Mosaic Financial Partners
San Francisco,
California
|
$2.1M
|
+$31.1K
|
+1,138
|
+1%
|
|
|
20
|
VSR Financial Services
Overland Park,
Kansas
|
$2.06M
|
+$125K
|
+4,558
|
+6%
|
|
|
21
|
Callahan Advisors
Houston,
Texas
|
$2.04M
|
+$187K
|
+6,828
|
+10%
|
|
|
22
|
|
$1.94M
|
+$172K
|
+6,280
|
+10%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.57M
|
-$544K
|
-19,912
|
-26%
|
|
|
24
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$1.36M
|
-$835K
|
-30,568
|
-38%
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$1.3M
|
+$61K
|
+2,234
|
+5%
|
|
