|
1
|
|
$307M
|
+$7.21M
|
+260,694
|
+2%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$297M
|
+$37.6M
|
+1,358,312
|
+14%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$85.9M
|
+$1.7M
|
+61,470
|
+2%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$52.8M
|
+$45.9M
|
+1,660,682
|
+681%
|
|
|
5
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$51.7M
|
+$1.67M
|
+60,304
|
+3%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$49.9M
|
+$49.8M
|
+1,802,084
|
+12,872,029%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$46M
|
+$2.82M
|
+102,044
|
+7%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$41.4M
|
+$34.2M
|
+1,235,926
|
+479%
|
|
|
9
|
Wealthfront
Palo Alto,
California
|
$38.7M
|
+$10.3M
|
+371,634
|
+36%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$32.8M
|
+$5.1M
|
+184,490
|
+18%
|
|
|
11
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$29M
|
+$2.14M
|
+77,238
|
+8%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.4M
|
+$2.99M
|
+108,126
|
+12%
|
|
|
13
|
|
$25.6M
|
+$497K
|
+17,968
|
+2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$22.3M
|
+$1.58M
|
+57,256
|
+8%
|
|
|
15
|
Madison Investment Holdings
Madison,
Wisconsin
|
$19.3M
|
+$12.3M
|
+443,178
|
+175%
|
|
|
16
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$17M
|
+$17M
|
+613,966
|
New
|
|
|
17
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11.1M
|
+$103K
|
+3,726
|
+0.9%
|
|
|
18
|
Financial Life Advisors
San Antonio,
Texas
|
$10.9M
|
+$10.9M
|
+392,460
|
New
|
|
|
19
|
Access Financial Services
Minneapolis,
Minnesota
|
$10.6M
|
+$4.59M
|
+165,798
|
+77%
|
|
|
20
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$9.96M
|
+$342K
|
+12,364
|
+4%
|
|
|
21
|
Foster & Motley
Cincinnati,
Ohio
|
$9.9M
|
-$49K
|
-1,772
|
-0.5%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9.88M
|
+$1.02M
|
+36,834
|
+12%
|
|
|
23
|
Charles Schwab
San Francisco,
California
|
$9.53M
|
+$1.47M
|
+53,142
|
+18%
|
|
|
24
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$8.26M
|
+$752K
|
+27,200
|
+10%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8M
|
+$437K
|
+15,788
|
+6%
|
|
