|
1
|
|
$300M
|
+$300M
|
+10,828,742
|
+7,416,947%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$259M
|
+$41.9M
|
+1,513,934
|
+19%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$83.9M
|
+$3.44M
|
+124,390
|
+4%
|
|
|
4
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$49.8M
|
+$12.3M
|
+442,802
|
+33%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$43M
|
+$1.48M
|
+53,598
|
+4%
|
|
|
6
|
Makena Capital Management
Menlo Park,
California
|
$32.1M
|
+$15.4M
|
+557,920
|
+92%
|
|
|
7
|
Wealthfront
Palo Alto,
California
|
$28.3M
|
+$3.86M
|
+139,384
|
+16%
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$27.6M
|
+$4.02M
|
+145,054
|
+17%
|
|
|
9
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$26.7M
|
+$2.09M
|
+75,650
|
+8%
|
|
|
10
|
|
$25M
|
+$1.1M
|
+39,592
|
+5%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.4M
|
+$1.65M
|
+59,578
|
+7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$20.7M
|
+$1.66M
|
+59,992
|
+9%
|
|
|
13
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11M
|
+$255K
|
+9,218
|
+2%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$9.92M
|
-$132K
|
-4,764
|
-1%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$9.91M
|
-$5.5M
|
-198,760
|
-36%
|
|
|
16
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$9.59M
|
+$560K
|
+20,242
|
+6%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8.83M
|
+$2.06M
|
+74,260
|
+30%
|
|
|
18
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$8.52M
|
-$312K
|
-11,286
|
-4%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$8.03M
|
+$809K
|
+29,206
|
+11%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.54M
|
+$1.86M
|
+66,996
|
+33%
|
|
|
21
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$7.48M
|
+$7.5M
|
+270,726
|
New
|
|
|
22
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.36M
|
+$4.3M
|
+155,192
|
+140%
|
|
|
23
|
Vigilant Capital Management
Portland,
Maine
|
$7.15M
|
+$414K
|
+14,964
|
+6%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.13M
|
+$6.76M
|
+243,964
|
+1,720%
|
|
|
25
|
Madison Investment Holdings
Madison,
Wisconsin
|
$7M
|
-$5.97M
|
-215,444
|
-46%
|
|
