|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.66B
|
+$984M
|
+65,740,932
|
+68%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$273M
|
+$12.3M
|
+819,060
|
+5%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$241M
|
+$23.2M
|
+1,551,484
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$198M
|
-$7.89M
|
-526,616
|
-4%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$191M
|
-$7.74M
|
-516,928
|
-4%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$119M
|
+$88.6M
|
+5,914,052
|
+431%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$83.5M
|
+$12.4M
|
+829,832
|
+20%
|
|
|
8
|
First Mercantile Trust
Cordova,
Tennessee
|
$39.9M
|
-$4.09M
|
-273,460
|
-10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$37.2M
|
-$21.7M
|
-1,450,492
|
-39%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$34.7M
|
-$2.12M
|
-141,512
|
-6%
|
|
|
11
|
Marcum Wealth
Cleveland,
Ohio
|
$31M
|
-$17M
|
-1,135,136
|
-37%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$30.3M
|
+$6.2M
|
+413,740
|
+29%
|
|
|
13
|
AJ Wealth Strategies
New York
|
$30.1M
|
+$23.2M
|
+1,547,852
|
+525%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$29M
|
-$3.42M
|
-228,532
|
-11%
|
|
|
15
|
Klingenstein Fields & Co
New York
|
$29M
|
-$130K
|
-8,680
|
-0.5%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$28.5M
|
+$916K
|
+61,160
|
+4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.8M
|
-$205M
|
-13,706,096
|
-89%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$26.5M
|
-$430K
|
-28,736
|
-2%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$25.5M
|
-$2.5M
|
-167,180
|
-10%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$25.1M
|
+$740K
|
+49,436
|
+3%
|
|
|
21
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$24.4M
|
+$2.05M
|
+137,052
|
+10%
|
|
|
22
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$22.9M
|
-$13.3M
|
-888,036
|
-39%
|
|
|
23
|
Gemmer Asset Management
Walnut Creek,
California
|
$22.5M
|
-$300K
|
-20,004
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$19.9M
|
+$479K
|
+31,956
|
+3%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.8M
|
+$3.53M
|
+235,888
|
+24%
|
|
