|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.22B
|
+$137M
|
+7,755,776
|
+12%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$223M
|
+$46.9M
|
+2,658,012
|
+26%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$118M
|
+$22.8M
|
+1,291,324
|
+23%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$56.2M
|
+$4.57M
|
+259,332
|
+9%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$44.8M
|
+$6.26M
|
+355,004
|
+16%
|
|
|
6
|
|
$43M
|
+$615K
|
+34,888
|
+1%
|
|
|
7
|
|
$35.8M
|
+$6.64M
|
+376,868
|
+22%
|
|
|
8
|
TD Ameritrade Trust
Denver,
Colorado
|
$35.1M
|
+$3.96M
|
+224,448
|
+12%
|
|
|
9
|
Alpha Capital Management
Austin,
Texas
|
$27.9M
|
+$159K
|
+9,012
|
+0.6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$24.7M
|
+$18.5M
|
+1,051,696
|
+277%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$23.2M
|
+$280K
|
+15,864
|
+1%
|
|
|
12
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$22.6M
|
+$2.03M
|
+115,084
|
+10%
|
|
|
13
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$22.3M
|
-$591K
|
-33,500
|
-3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$21.7M
|
+$1.14M
|
+64,800
|
+5%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$21M
|
+$121K
|
+6,860
|
+0.6%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.7M
|
-$5.98M
|
-338,976
|
-22%
|
|
|
17
|
AJ Wealth Strategies
New York
|
$20M
|
+$71.4K
|
+4,052
|
+0.4%
|
|
|
18
|
QCI Asset Management
Pittsford,
New York
|
$19.8M
|
+$281K
|
+15,928
|
+1%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$17.4M
|
+$605K
|
+34,336
|
+4%
|
|
|
20
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$15.9M
|
+$3.63M
|
+206,136
|
+29%
|
|
|
21
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$15.5M
|
+$756K
|
+42,888
|
+5%
|
|
|
22
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$15.3M
|
-$1.64M
|
-93,228
|
-10%
|
|
|
23
|
SVA Wealth Management
Madison,
Wisconsin
|
$14.4M
|
+$33.7K
|
+1,912
|
+0.2%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$14.4M
|
-$124K
|
-7,008
|
-0.8%
|
|
|
25
|
Klingenstein Fields & Co
New York
|
$14.1M
|
+$1.42M
|
+80,696
|
+11%
|
|
