|
1
|
|
$370M
|
+$65.5M
|
+2,396,500
|
+22%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$332M
|
+$37.9M
|
+1,385,072
|
+13%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$130M
|
+$80.1M
|
+2,929,082
|
+163%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$89.8M
|
+$4.8M
|
+175,582
|
+6%
|
|
|
5
|
Madison Investment Holdings
Madison,
Wisconsin
|
$74.5M
|
+$55.2M
|
+2,019,662
|
+290%
|
|
|
6
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$53M
|
+$1.82M
|
+66,462
|
+4%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$52.9M
|
+$11.8M
|
+432,594
|
+29%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$48.9M
|
+$3.36M
|
+122,892
|
+7%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$40.2M
|
+$7.64M
|
+279,550
|
+24%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$35M
|
+$12.9M
|
+471,610
|
+59%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$30.6M
|
+$3.34M
|
+122,008
|
+12%
|
|
|
12
|
Makena Capital Management
Menlo Park,
California
|
$29.4M
|
+$29.3M
|
+1,070,384
|
New
|
|
|
13
|
|
$25.9M
|
+$552K
|
+20,184
|
+2%
|
|
|
14
|
Wealthfront
Palo Alto,
California
|
$22.7M
|
-$15.6M
|
-569,516
|
-41%
|
|
|
15
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$17.7M
|
+$831K
|
+30,388
|
+5%
|
|
|
16
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$15.8M
|
+$15.7M
|
+575,680
|
New
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$15.2M
|
+$15.1M
|
+553,308
|
New
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$11.7M
|
+$2.31M
|
+84,350
|
+25%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$11.6M
|
+$11.4M
|
+416,100
|
+5,131%
|
|
|
20
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11.6M
|
+$621K
|
+22,724
|
+6%
|
|
|
21
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$11.4M
|
+$10.7M
|
+392,974
|
+1,898%
|
|
|
22
|
Gilbert & Cook
West Des Moines,
Iowa
|
$10.9M
|
+$3.24M
|
+118,610
|
+42%
|
|
|
23
|
Columbus Macro
New Castle,
Pennsylvania
|
$10.5M
|
+$10.5M
|
+383,416
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$426K
|
+15,596
|
+4%
|
|
|
25
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$10.1M
|
+$194K
|
+7,078
|
+2%
|
|
