|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.36B
|
+$60.9M
|
+3,365,968
|
+5%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$227M
|
-$10.2M
|
-562,668
|
-4%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$146M
|
+$20.3M
|
+1,123,624
|
+16%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$64.3M
|
+$3.02M
|
+167,184
|
+5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$49.8M
|
+$26.2M
|
+1,450,392
|
+115%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$49.5M
|
+$1.78M
|
+98,492
|
+4%
|
|
|
7
|
|
$43.4M
|
-$2.34M
|
-129,520
|
-5%
|
|
|
8
|
TD Ameritrade Trust
Denver,
Colorado
|
$37.9M
|
+$466K
|
+25,764
|
+1%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$36.2M
|
+$35.6M
|
+1,970,304
|
+1,448,753%
|
|
|
10
|
|
$34.7M
|
-$3.38M
|
-186,560
|
-9%
|
|
|
11
|
Alpha Capital Management
Austin,
Texas
|
$30.2M
|
+$591K
|
+32,660
|
+2%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$25.3M
|
+$631K
|
+34,884
|
+3%
|
|
|
13
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$24.7M
|
+$593K
|
+32,796
|
+3%
|
|
|
14
|
AJ Wealth Strategies
New York
|
$24.6M
|
+$3.22M
|
+178,184
|
+15%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
-$1.81M
|
-100,156
|
-7%
|
|
|
16
|
Financial Engines Advisors
Santa Clara,
California
|
$23.7M
|
+$1.26M
|
+69,848
|
+6%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.5M
|
+$506K
|
+27,976
|
+2%
|
|
|
18
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$21.8M
|
-$1.9M
|
-104,752
|
-8%
|
|
|
19
|
QCI Asset Management
Pittsford,
New York
|
$20.5M
|
-$536K
|
-29,608
|
-3%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$19.1M
|
+$539K
|
+29,776
|
+3%
|
|
|
21
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$17.3M
|
+$414K
|
+22,856
|
+2%
|
|
|
22
|
Klingenstein Fields & Co
New York
|
$17M
|
+$1.91M
|
+105,440
|
+13%
|
|
|
23
|
Apriem Advisors
Irvine,
California
|
$16.8M
|
+$9.53M
|
+526,432
|
+137%
|
|
|
24
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$16.6M
|
+$291K
|
+16,068
|
+2%
|
|
|
25
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$15.6M
|
+$276K
|
+15,268
|
+2%
|
|
