|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$119M
|
+$33.2M
|
+1,228,520
|
+40%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$117M
|
+$31.6M
|
+1,168,778
|
+39%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$44.3M
|
+$5.93M
|
+219,216
|
+16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$12M
|
+444,076
|
+15,614%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$12.1M
|
+$4.89M
|
+180,926
|
+71%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$8.21M
|
+$1.24M
|
+45,824
|
+18%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.48M
|
-$5.47M
|
-202,308
|
-43%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.53M
|
+$1.82M
|
+67,398
|
+40%
|
|
|
9
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.37M
|
-$2.78M
|
-102,724
|
-35%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$4M
|
+$140K
|
+5,188
|
+4%
|
|
|
11
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3.69M
|
+$112K
|
+4,156
|
+3%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$3.27M
|
-$73K
|
-2,700
|
-2%
|
|
|
13
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.64M
|
+$173K
|
+6,396
|
+7%
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.61M
|
+$2.21M
|
+81,860
|
+683%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.35M
|
+$109K
|
+4,028
|
+5%
|
|
|
16
|
VSR Financial Services
Overland Park,
Kansas
|
$2.21M
|
-$59.5K
|
-2,200
|
-3%
|
|
|
17
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2.19M
|
+$2.13M
|
+78,906
|
New
|
|
|
18
|
Mosaic Financial Partners
San Francisco,
California
|
$2.11M
|
-$210K
|
-7,772
|
-9%
|
|
|
19
|
Kingfisher Capital
Charlotte,
North Carolina
|
$2M
|
-$1.63M
|
-60,200
|
-45%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$1.94M
|
-$718K
|
-26,538
|
-28%
|
|
|
21
|
Girard Securities
San Diego,
California
|
$1.72M
|
+$53.8K
|
+1,990
|
+3%
|
|
|
22
|
Allianz Asset Management
Munich,
Germany
|
$1.56M
|
+$523K
|
+19,360
|
+53%
|
|
|
23
|
Callahan Advisors
Houston,
Texas
|
$1.55M
|
+$20.3K
|
+750
|
+1%
|
|
|
24
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.47M
|
+$655K
|
+24,224
|
+84%
|
|
|
25
|
|
$1.37M
|
-$2M
|
-73,852
|
-60%
|
|
