|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$134M
|
+$13.4M
|
+482,506
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$131M
|
+$12.1M
|
+433,888
|
+10%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$86.8M
|
+$41.1M
|
+1,478,290
|
+93%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$15M
|
+$2.67M
|
+96,204
|
+22%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$11.7M
|
+$11.4M
|
+410,882
|
New
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$8.37M
|
+$20.3K
|
+730
|
+0.2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.14M
|
+$519K
|
+18,672
|
+7%
|
|
|
8
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.73M
|
+$2.24M
|
+80,632
|
+42%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.71M
|
+$1.05M
|
+37,790
|
+16%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$6.69M
|
+$6.58M
|
+236,766
|
New
|
|
|
11
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$6.55M
|
+$6.45M
|
+232,050
|
New
|
|
|
12
|
Venturi Wealth Management
Austin,
Texas
|
$4.46M
|
+$4.18M
|
+150,390
|
+1,984%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.18M
|
+$1.71M
|
+61,632
|
+73%
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$4.17M
|
+$109K
|
+3,930
|
+3%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$4.01M
|
+$621K
|
+22,344
|
+19%
|
|
|
16
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3.94M
|
+$177K
|
+6,370
|
+5%
|
|
|
17
|
VOYA Investment Management
Atlanta,
Georgia
|
$3.17M
|
+$3.12M
|
+112,328
|
New
|
|
|
18
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.87M
|
+$214K
|
+7,706
|
+8%
|
|
|
19
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.81M
|
+$117K
|
+4,208
|
+4%
|
|
|
20
|
Mosaic Financial Partners
San Francisco,
California
|
$2.36M
|
+$210K
|
+7,560
|
+10%
|
|
|
21
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.96M
|
-$77.2K
|
-2,776
|
-4%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$1.94M
|
-$30.4K
|
-1,094
|
-2%
|
|
|
23
|
Wolverine Trading
Chicago,
Illinois
|
$1.93M
|
+$1.9M
|
+68,422
|
New
|
|
|
24
|
Girard Securities
San Diego,
California
|
$1.87M
|
+$132K
|
+4,738
|
+8%
|
|
|
25
|
Callahan Advisors
Houston,
Texas
|
$1.64M
|
+$53.8K
|
+1,936
|
+3%
|
|
