|
1
|
Personal Capital Advisors
Redwood City,
California
|
$658M
|
+$34.3M
|
+273,019
|
+5%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$601M
|
-$10.8M
|
-86,011
|
-2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$370M
|
-$56.2M
|
-448,163
|
-13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$341M
|
-$70.7M
|
-563,372
|
-17%
|
|
|
5
|
|
$319M
|
-$148M
|
-1,177,325
|
-31%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$276M
|
+$256M
|
+2,040,151
|
+924%
|
|
|
7
|
|
$258M
|
+$34.7M
|
+276,385
|
+15%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$246M
|
-$28.2M
|
-224,725
|
-10%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$225M
|
+$97.2M
|
+775,021
|
+72%
|
|
|
10
|
|
$222M
|
+$117M
|
+933,215
|
+105%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$221M
|
+$34.8M
|
+277,362
|
+18%
|
|
|
12
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$201M
|
+$90.1M
|
+718,092
|
+77%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$198M
|
+$21M
|
+167,376
|
+11%
|
|
|
14
|
Matson Money Inc
Mason,
Ohio
|
$173M
|
+$8.56M
|
+68,189
|
+5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$169M
|
-$22.7M
|
-180,769
|
-12%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$158M
|
+$5.27M
|
+41,987
|
+3%
|
|
|
17
|
Cerity Partners OCIO
New York
|
$157M
|
+$5.3M
|
+42,259
|
+3%
|
|
|
18
|
SCS Capital Management
Boston,
Massachusetts
|
$147M
|
+$20.9M
|
+166,255
|
+16%
|
|
|
19
|
|
$129M
|
+$24.2M
|
+192,872
|
+22%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$118M
|
-$6.36M
|
-50,692
|
-5%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$116M
|
+$119M
|
+950,466
|
New
|
|
|
22
|
WestEnd Advisors
Charlotte,
North Carolina
|
$84.9M
|
-$56.6M
|
-451,320
|
Closed
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$72.8M
|
+$68.6M
|
+546,724
|
+1,097%
|
|
|
24
|
SNS Financial Group
Minneapolis,
Minnesota
|
$71.8M
|
-$2.49M
|
-19,834
|
-3%
|
|
|
25
|
Hilton Capital Management
Garden City,
New York
|
$64.1M
|
+$65.9M
|
+525,220
|
New
|
|
