|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$74.9M
|
+$9.16M
|
+339,238
|
+14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.8M
|
+$7.52M
|
+278,566
|
+11%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$29.8M
|
+$8.18M
|
+302,900
|
+38%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
+$7.07M
|
+261,934
|
+146%
|
|
|
5
|
Allianz Asset Management
Munich,
Germany
|
$7.3M
|
-$2.35M
|
-86,998
|
-24%
|
|
|
6
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.83M
|
-$3.55M
|
-131,414
|
-34%
|
|
|
7
|
Wealthfront
Palo Alto,
California
|
$6.11M
|
+$728K
|
+26,982
|
+13%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$4.81M
|
+$547K
|
+20,256
|
+13%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$3.87M
|
-$884K
|
-32,760
|
-19%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$3.72M
|
-$187K
|
-6,910
|
-5%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$3.56M
|
+$59.1K
|
+2,190
|
+2%
|
|
|
12
|
Kingfisher Capital
Charlotte,
North Carolina
|
$3.53M
|
+$152K
|
+5,646
|
+4%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.59M
|
+$94.6K
|
+3,504
|
+4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.49M
|
+$948K
|
+35,110
|
+61%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.44M
|
+$1.73M
|
+64,072
|
+240%
|
|
|
16
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.36M
|
+$51K
|
+1,888
|
+2%
|
|
|
17
|
Ruggie Capital Group
Tavares,
Florida
|
$2.23M
|
+$102K
|
+3,792
|
+5%
|
|
|
18
|
|
$2.11M
|
-$1.24M
|
-45,952
|
-37%
|
|
|
19
|
VSR Financial Services
Overland Park,
Kansas
|
$2.08M
|
+$40.7K
|
+1,508
|
+2%
|
|
|
20
|
Mosaic Financial Partners
San Francisco,
California
|
$2.06M
|
-$10.2K
|
-376
|
-0.5%
|
|
|
21
|
|
$1.86M
|
-$61.4K
|
-2,274
|
-3%
|
|
|
22
|
|
$1.74M
|
-$522K
|
-19,338
|
-23%
|
|
|
23
|
Callahan Advisors
Houston,
Texas
|
$1.49M
|
-$539K
|
-19,958
|
-26%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.45M
|
+$246K
|
+9,122
|
+21%
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$1.29M
|
+$8.53K
|
+316
|
+0.7%
|
|
