|
1
|
|
$1.32B
|
+$1.01B
|
+8,440,188
|
+323%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$655M
|
+$11.3M
|
+94,792
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$517M
|
+$184M
|
+1,537,777
|
+55%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$502M
|
+$233M
|
+1,946,511
|
+86%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$473M
|
-$115M
|
-963,184
|
-20%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$410M
|
+$403M
|
+3,373,219
|
+5,478%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$305M
|
-$56.6M
|
-473,690
|
-16%
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$268M
|
+$71M
|
+593,846
|
+36%
|
|
|
9
|
|
$265M
|
+$13.2M
|
+110,713
|
+5%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$234M
|
-$7.32M
|
-61,204
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$228M
|
+$11.6M
|
+96,828
|
+5%
|
|
|
12
|
|
$215M
|
+$214M
|
+1,792,975
|
+14,820%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$211M
|
+$56.2M
|
+470,251
|
+36%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$192M
|
-$28.7M
|
-239,988
|
-13%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$189M
|
+$24.6M
|
+205,797
|
+15%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$180M
|
-$13.7M
|
-114,947
|
-7%
|
|
|
17
|
Matson Money Inc
Mason,
Ohio
|
$169M
|
-$18.2K
|
-152
|
-0%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$168M
|
+$151M
|
+1,265,089
|
+872%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$162M
|
+$141M
|
+1,180,297
|
+671%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$119M
|
+$4.06M
|
+33,999
|
+4%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$119M
|
-$34.5M
|
-288,322
|
-22%
|
|
|
22
|
|
$103M
|
-$23.1M
|
-193,464
|
-18%
|
|
|
23
|
Tanglewood Wealth Management
Houston,
Texas
|
$100M
|
-$13.3M
|
-111,568
|
-12%
|
|
|
24
|
WestEnd Advisors
Charlotte,
North Carolina
|
$96M
|
+$96.2M
|
+804,705
|
New
|
|
|
25
|
SFMG Wealth Advisors
Plano,
Texas
|
$91M
|
+$63.4M
|
+530,248
|
+229%
|
|
