|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.86B
|
+$78.4M
|
+4,551,872
|
+3%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$268M
|
-$18.1M
|
-1,053,228
|
-6%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$259M
|
+$6.95M
|
+403,700
|
+3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$203M
|
+$3.67M
|
+213,012
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$184M
|
-$23.2M
|
-1,344,916
|
-11%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$121M
|
-$3.66M
|
-212,756
|
-3%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$90.6M
|
-$929K
|
-53,940
|
-1%
|
|
|
8
|
First Mercantile Trust
Cordova,
Tennessee
|
$45.3M
|
-$1.73M
|
-100,380
|
-4%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$39.1M
|
+$7.52M
|
+437,020
|
+24%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$39M
|
+$133K
|
+7,736
|
+0.3%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$36.4M
|
+$96.1K
|
+5,580
|
+0.3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.3M
|
+$7.5M
|
+435,508
|
+26%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$35.5M
|
+$8.93M
|
+518,868
|
+33%
|
|
|
14
|
AJ Wealth Strategies
New York
|
$35M
|
+$3.57M
|
+207,152
|
+11%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$32.4M
|
+$2.59M
|
+150,712
|
+9%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$28.5M
|
-$1.76M
|
-101,968
|
-6%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$26.7M
|
+$5.97M
|
+346,660
|
+29%
|
|
|
18
|
Marcum Wealth
Cleveland,
Ohio
|
$26.6M
|
-$5.82M
|
-338,076
|
-18%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$26M
|
-$278K
|
-16,144
|
-1%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$25.9M
|
-$1.13M
|
-65,480
|
-4%
|
|
|
21
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$25.7M
|
+$190K
|
+11,032
|
+0.7%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.9M
|
+$4.58M
|
+265,784
|
+23%
|
|
|
23
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$23.4M
|
-$576K
|
-33,448
|
-2%
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$23.4M
|
-$146K
|
-8,508
|
-0.6%
|
|
|
25
|
Klingenstein Fields & Co
New York
|
$23.1M
|
-$7.25M
|
-421,120
|
-24%
|
|
