|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$182M
|
+$31.1M
|
+1,126,196
|
+21%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$105M
|
+$21.3M
|
+769,978
|
+26%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$76.8M
|
+$1.37M
|
+49,488
|
+2%
|
|
|
4
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$46.8M
|
+$497K
|
+18,002
|
+1%
|
|
|
5
|
|
$29.8M
|
-$2.95M
|
-106,932
|
-9%
|
|
|
6
|
Avidian Wealth Enterprises
Houston,
Texas
|
$25.7M
|
+$25.6M
|
+926,110
|
New
|
|
|
7
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$20.2M
|
+$20.1M
|
+728,872
|
New
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$19.9M
|
+$1.07M
|
+38,680
|
+6%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.4M
|
+$3.36M
|
+121,858
|
+21%
|
|
|
10
|
Makena Capital Management
Menlo Park,
California
|
$16.6M
|
+$16.5M
|
+597,870
|
New
|
|
|
11
|
Wealthfront
Palo Alto,
California
|
$16.3M
|
+$1.52M
|
+55,066
|
+10%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
+$5.2M
|
+188,268
|
+75%
|
|
|
13
|
Madison Investment Holdings
Madison,
Wisconsin
|
$11.9M
|
+$11.8M
|
+427,826
|
New
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$10.5M
|
+$10.5M
|
+379,440
|
New
|
|
|
15
|
Foster & Motley
Cincinnati,
Ohio
|
$10.2M
|
+$28.8K
|
+1,044
|
+0.3%
|
|
|
16
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$9.67M
|
+$981K
|
+35,536
|
+11%
|
|
|
17
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$9M
|
+$2.04M
|
+74,020
|
+30%
|
|
|
18
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$8.51M
|
+$8.46M
|
+306,560
|
New
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$6.3M
|
+$672K
|
+24,330
|
+12%
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$5.71M
|
+$75.7K
|
+2,740
|
+1%
|
|
|
21
|
Venturi Wealth Management
Austin,
Texas
|
$5.39M
|
-$426K
|
-15,440
|
-7%
|
|
|
22
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$5.23M
|
+$347K
|
+12,568
|
+7%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$5.22M
|
+$684K
|
+24,768
|
+15%
|
|
|
24
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$4.72M
|
+$505K
|
+18,278
|
+12%
|
|
|
25
|
Apriem Advisors
Irvine,
California
|
$4.48M
|
+$453K
|
+16,410
|
+11%
|
|
