|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$216M
|
+$36.5M
|
+1,314,568
|
+20%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$80.2M
|
+$4.04M
|
+145,800
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$41.4M
|
-$63.1M
|
-2,275,034
|
-60%
|
|
|
4
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$37.5M
|
-$9.04M
|
-325,988
|
-19%
|
|
|
5
|
Avidian Wealth Enterprises
Houston,
Texas
|
$25.8M
|
+$319K
|
+11,486
|
+1%
|
|
|
6
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$24.6M
|
+$4.53M
|
+163,502
|
+22%
|
|
|
7
|
Wealthfront
Palo Alto,
California
|
$24.4M
|
+$8.32M
|
+299,848
|
+51%
|
|
|
8
|
|
$23.9M
|
-$5.72M
|
-206,368
|
-19%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$23.6M
|
+$3.83M
|
+138,140
|
+19%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.6M
|
+$3.62M
|
+130,590
|
+19%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
+$6.95M
|
+250,522
|
+57%
|
|
|
12
|
Makena Capital Management
Menlo Park,
California
|
$16.6M
|
+$154K
|
+5,560
|
+0.9%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$15.3M
|
+$15.5M
|
+557,434
|
New
|
|
|
14
|
Madison Investment Holdings
Madison,
Wisconsin
|
$12.9M
|
+$1.13M
|
+40,776
|
+10%
|
|
|
15
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$10.7M
|
+$1.07M
|
+38,682
|
+11%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$10M
|
-$52K
|
-1,876
|
-0.5%
|
|
|
17
|
Aspiriant LLC
Los Angeles,
California
|
$9.71M
|
-$738K
|
-26,610
|
-7%
|
|
|
18
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$9M
|
+$71.2K
|
+2,568
|
+0.8%
|
|
|
19
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$8.79M
|
+$357K
|
+12,888
|
+4%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$7.19M
|
+$955K
|
+34,450
|
+15%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$6.75M
|
+$6.31M
|
+227,380
|
+1,273%
|
|
|
22
|
Vigilant Capital Management
Portland,
Maine
|
$6.71M
|
+$1.06M
|
+38,076
|
+19%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$6.56M
|
+$1.41M
|
+50,856
|
+27%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.67M
|
+$2.3M
|
+82,882
|
+67%
|
|
|
25
|
Access Financial Services
Minneapolis,
Minnesota
|
$5.46M
|
+$5.5M
|
+198,500
|
New
|
|
