|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$131M
|
+$42.7M
|
+1,508,302
|
+49%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$76.3M
|
-$59.5M
|
-2,099,314
|
-44%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.1M
|
-$59.7M
|
-2,108,126
|
-45%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$18.1M
|
+$6.28M
|
+221,796
|
+54%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$17.7M
|
+$2.47M
|
+86,994
|
+16%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11M
|
+$3.32M
|
+117,212
|
+43%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$9.13M
|
+$673K
|
+23,768
|
+8%
|
|
|
8
|
Apriem Advisors
Irvine,
California
|
$8.33M
|
+$1.56M
|
+55,098
|
+23%
|
|
|
9
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.96M
|
+$140K
|
+4,940
|
+2%
|
|
|
10
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$6.16M
|
-$461K
|
-16,260
|
-7%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.05M
|
+$5.73M
|
+202,270
|
+2,094%
|
|
|
12
|
Vigilant Capital Management
Portland,
Maine
|
$5.75M
|
+$5.71M
|
+201,498
|
New
|
|
|
13
|
Venturi Wealth Management
Austin,
Texas
|
$5.26M
|
+$748K
|
+26,390
|
+17%
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$4.76M
|
+$540K
|
+19,066
|
+13%
|
|
|
15
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$4.12M
|
+$144K
|
+5,068
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.09M
|
-$52.3K
|
-1,846
|
-1%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$4.01M
|
+$41.4K
|
+1,460
|
+1%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$3.77M
|
-$4.43M
|
-156,242
|
-54%
|
|
|
19
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.51M
|
+$3.49M
|
+123,000
|
New
|
|
|
20
|
VOYA Investment Management
Atlanta,
Georgia
|
$3.49M
|
+$281K
|
+9,900
|
+9%
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.04M
|
+$145K
|
+5,130
|
+5%
|
|
|
22
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$3.03M
|
+$195K
|
+6,878
|
+7%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.51M
|
+$1.08M
|
+38,038
|
+76%
|
|
|
24
|
Allianz Asset Management
Munich,
Germany
|
$2.48M
|
+$1.02M
|
+35,954
|
+71%
|
|
|
25
|
Mosaic Financial Partners
San Francisco,
California
|
$2.44M
|
+$59.9K
|
+2,114
|
+3%
|
|
