|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.73B
|
+$94.1M
|
+5,202,276
|
+6%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$279M
|
+$5.96M
|
+329,632
|
+2%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$233M
|
+$15M
|
+826,604
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
+$3.02M
|
+167,072
|
+3%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$101M
|
+$10.7M
|
+593,808
|
+13%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$80.3M
|
+$3.07M
|
+169,456
|
+4%
|
|
|
7
|
First Mercantile Trust
Cordova,
Tennessee
|
$45.6M
|
+$3.47M
|
+191,820
|
+9%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$45.2M
|
+$2.06M
|
+113,616
|
+5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$43.3M
|
+$2.51M
|
+138,524
|
+6%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$36.8M
|
-$1.27M
|
-70,376
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$36.6M
|
+$5.17M
|
+285,664
|
+17%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$34.1M
|
-$771K
|
-42,600
|
-2%
|
|
|
13
|
Klingenstein Fields & Co
New York
|
$32.4M
|
+$777K
|
+42,952
|
+3%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$32M
|
+$228K
|
+12,612
|
+0.7%
|
|
|
15
|
AJ Wealth Strategies
New York
|
$30.7M
|
+$608K
|
+33,596
|
+2%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$30.2M
|
+$481K
|
+26,556
|
+2%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$28.8M
|
+$964K
|
+53,268
|
+4%
|
|
|
18
|
Alpha Capital Management
Austin,
Texas
|
$28.2M
|
-$1.41M
|
-77,772
|
-5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$25.2M
|
+$1.56M
|
+86,392
|
+7%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$25.1M
|
+$16.9M
|
+934,948
|
+237%
|
|
|
21
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$22.7M
|
+$21.8M
|
+1,202,460
|
New
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$20.8M
|
+$48.1K
|
+2,656
|
+0.2%
|
|
|
23
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$20.1M
|
+$448K
|
+24,740
|
+2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
-$25.3M
|
-1,397,880
|
-58%
|
|
|
25
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$19.1M
|
+$299K
|
+16,536
|
+2%
|
|
