|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$148M
|
+$23.2M
|
+832,368
|
+18%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$82.5M
|
+$83.8M
|
+3,004,260
|
+77,350%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$74.5M
|
+$1.27M
|
+45,480
|
+2%
|
|
|
4
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$45.8M
|
+$46.6M
|
+1,669,028
|
New
|
|
|
5
|
|
$32.4M
|
+$32.9M
|
+1,179,890
|
New
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$18.6M
|
+$1.28M
|
+46,052
|
+7%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.7M
|
+$5.12M
|
+183,420
|
+47%
|
|
|
8
|
Wealthfront
Palo Alto,
California
|
$14.6M
|
-$2.43M
|
-87,244
|
-14%
|
|
|
9
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$10.9M
|
+$5.07M
|
+181,740
|
+84%
|
|
|
10
|
Foster & Motley
Cincinnati,
Ohio
|
$10M
|
+$1.24M
|
+44,548
|
+14%
|
|
|
11
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$8.58M
|
+$8.25M
|
+295,856
|
+1,736%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$8.21M
|
+$2.44M
|
+87,412
|
+41%
|
|
|
13
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.31M
|
-$337K
|
-12,072
|
-4%
|
|
|
14
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$6.87M
|
+$6.98M
|
+250,280
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$6.84M
|
+$3.28M
|
+117,440
|
+89%
|
|
|
16
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$5.84M
|
+$1.91M
|
+68,336
|
+47%
|
|
|
17
|
Venturi Wealth Management
Austin,
Texas
|
$5.71M
|
+$668K
|
+23,960
|
+13%
|
|
|
18
|
Vigilant Capital Management
Portland,
Maine
|
$5.56M
|
+$37.8K
|
+1,356
|
+0.7%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$5.55M
|
+$995K
|
+35,668
|
+21%
|
|
|
20
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.85M
|
+$4.91M
|
+175,882
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$4.47M
|
+$512K
|
+18,368
|
+13%
|
|
|
22
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$4.41M
|
+$4.2M
|
+150,634
|
+1,472%
|
|
|
23
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$4.16M
|
+$4.23M
|
+151,778
|
New
|
|
|
24
|
Apriem Advisors
Irvine,
California
|
$3.98M
|
-$4.1M
|
-146,864
|
-50%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$3.95M
|
+$4.02M
|
+144,108
|
New
|
|
