|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.25B
|
+$96.6M
|
+5,682,584
|
+6%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$205M
|
+$19.6M
|
+1,150,896
|
+8%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$177M
|
+$15.5M
|
+913,052
|
+7%
|
|
|
4
|
Sunbelt Securities
Houston,
Texas
|
$168M
|
+$166M
|
+9,758,680
|
+6,354%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$163M
|
+$109M
|
+6,407,556
|
+102%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$157M
|
+$117M
|
+6,885,016
|
+129%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$59.6M
|
-$2.83M
|
-166,244
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$48M
|
+$30.5M
|
+1,794,080
|
+93%
|
|
|
9
|
Marcum Wealth
Cleveland,
Ohio
|
$39M
|
+$42.9M
|
+2,521,404
|
+495%
|
|
|
10
|
First Mercantile Trust
Cordova,
Tennessee
|
$35M
|
+$5.16M
|
+303,712
|
+13%
|
|
|
11
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$29.5M
|
+$37M
|
+2,178,408
|
+1,904%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$29.2M
|
-$2.12M
|
-124,720
|
-5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$25.7M
|
-$4.96M
|
-292,088
|
-13%
|
|
|
14
|
Klingenstein Fields & Co
New York
|
$23M
|
+$1.22M
|
+71,968
|
+4%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$22.3M
|
+$588K
|
+34,588
|
+2%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$21.7M
|
+$1.41M
|
+82,868
|
+5%
|
|
|
17
|
Advisory Alpha
Holland,
Michigan
|
$20.6M
|
+$18.2M
|
+1,072,404
|
+240%
|
|
|
18
|
Alpha Capital Management
Austin,
Texas
|
$19.3M
|
+$145K
|
+8,548
|
+0.6%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$19.2M
|
+$2.68M
|
+157,472
|
+12%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$18.5M
|
+$11.2M
|
+660,384
|
+85%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$18M
|
-$2.18M
|
-128,408
|
-8%
|
|
|
22
|
Financial Engines Advisors
Santa Clara,
California
|
$17.7M
|
-$9.72M
|
-572,156
|
-29%
|
|
|
23
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$17.5M
|
+$2.66M
|
+156,692
|
+13%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.2M
|
+$262M
|
+15,398,396
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.6M
|
+$5.36M
|
+315,532
|
+32%
|
|
