|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.5B
|
+$71.6M
|
+4,055,852
|
+5%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$251M
|
+$9.63M
|
+545,268
|
+4%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$200M
|
+$11.4M
|
+646,580
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
+$2.84M
|
+161,016
|
+3%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$82.5M
|
+$8.12M
|
+459,944
|
+11%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$70.4M
|
+$2.93M
|
+165,876
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.3M
|
+$26.3M
|
+1,490,996
|
+159%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$39.7M
|
+$1.29M
|
+73,216
|
+3%
|
|
|
9
|
First Mercantile Trust
Cordova,
Tennessee
|
$38.7M
|
-$1.82M
|
-103,216
|
-4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$37.5M
|
+$2.01M
|
+114,016
|
+6%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$35.1M
|
+$259K
|
+14,672
|
+0.7%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$32.3M
|
+$5.45M
|
+308,616
|
+20%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$29.3M
|
+$468K
|
+26,484
|
+2%
|
|
|
14
|
Klingenstein Fields & Co
New York
|
$29.1M
|
+$385K
|
+21,812
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$28.8M
|
+$5.25M
|
+297,604
|
+22%
|
|
|
16
|
AJ Wealth Strategies
New York
|
$27.8M
|
+$1.57M
|
+89,144
|
+6%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$27.4M
|
+$528K
|
+29,880
|
+2%
|
|
|
18
|
Alpha Capital Management
Austin,
Texas
|
$27.4M
|
+$516K
|
+29,200
|
+2%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$25.7M
|
-$2.48M
|
-140,260
|
-9%
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$22.6M
|
+$1.02M
|
+57,768
|
+5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.4M
|
+$2.17M
|
+122,800
|
+11%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$21.7M
|
+$1.42M
|
+80,304
|
+7%
|
|
|
23
|
Tradewinds Capital Management
Bellingham,
Washington
|
$21.3M
|
+$14.2M
|
+806,500
|
+194%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$19.1M
|
+$649K
|
+36,736
|
+3%
|
|
|
25
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$18.1M
|
+$491K
|
+27,784
|
+3%
|
|
