|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$81.3M
|
+$7.25M
|
+270,446
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.6M
|
+$8.55M
|
+318,826
|
+12%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$36.6M
|
+$7.14M
|
+266,120
|
+24%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
+$808K
|
+30,132
|
+7%
|
|
|
5
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.86M
|
+$1.11M
|
+41,550
|
+16%
|
|
|
6
|
Wealthfront
Palo Alto,
California
|
$6.76M
|
+$720K
|
+26,840
|
+12%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$6.63M
|
+$1.89M
|
+70,666
|
+39%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.45M
|
+$3.06M
|
+114,294
|
+214%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.75M
|
+$3.78M
|
+141,142
|
New
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$3.68M
|
+$159K
|
+5,926
|
+4%
|
|
|
11
|
Kingfisher Capital
Charlotte,
North Carolina
|
$3.52M
|
+$19.9K
|
+742
|
+0.6%
|
|
|
12
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3.42M
|
+$3.46M
|
+128,916
|
New
|
|
|
13
|
|
$3.27M
|
+$1.19M
|
+44,512
|
+57%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$3.2M
|
-$485K
|
-18,090
|
-13%
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$2.56M
|
-$1.28M
|
-47,844
|
-33%
|
|
|
16
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.36M
|
+$18.8K
|
+702
|
+0.8%
|
|
|
17
|
Mosaic Financial Partners
San Francisco,
California
|
$2.22M
|
+$181K
|
+6,742
|
+9%
|
|
|
18
|
VSR Financial Services
Overland Park,
Kansas
|
$2.17M
|
+$118K
|
+4,402
|
+6%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.15M
|
+$1.05M
|
+39,250
|
+95%
|
|
|
20
|
|
$1.68M
|
-$166K
|
-6,186
|
-9%
|
|
|
21
|
|
$1.65M
|
-$80.3K
|
-2,994
|
-5%
|
|
|
22
|
Girard Securities
San Diego,
California
|
$1.58M
|
+$1.6M
|
+59,560
|
New
|
|
|
23
|
Callahan Advisors
Houston,
Texas
|
$1.47M
|
-$4.93K
|
-184
|
-0.3%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$1.17M
|
-$107K
|
-3,980
|
-8%
|
|
|
25
|
Vista Capital Partners
Portland,
Oregon
|
$1.04M
|
-$32.7K
|
-1,220
|
-3%
|
|
