|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.74B
|
+$11.8M
|
+593,804
|
+0.4%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$346M
|
+$7.31M
|
+367,228
|
+2%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$314M
|
-$30.5M
|
-1,532,488
|
-10%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$250M
|
-$13.2M
|
-662,708
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$243M
|
+$2.41M
|
+120,988
|
+1%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$147M
|
-$9.52M
|
-477,992
|
-7%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$116M
|
+$452K
|
+22,692
|
+0.5%
|
|
|
8
|
Tidal Investments
Milwaukee,
Wisconsin
|
$75.2M
|
+$67.3M
|
+3,379,672
|
New
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$67.9M
|
+$34.5M
|
+1,731,544
|
+131%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$56.8M
|
+$9.39M
|
+471,652
|
+23%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$53.6M
|
+$2.46M
|
+123,628
|
+5%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$50.8M
|
-$123K
|
-6,184
|
-0.3%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$49.6M
|
+$25.5M
|
+1,278,944
|
+135%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$49M
|
+$1.49M
|
+74,764
|
+4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$49M
|
+$16M
|
+802,724
|
+57%
|
|
|
16
|
AJ Wealth Strategies
New York
|
$48.6M
|
+$2.7M
|
+135,680
|
+7%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$48.4M
|
+$880K
|
+44,200
|
+2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$45.6M
|
+$7.75M
|
+389,372
|
+23%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$41.8M
|
-$303K
|
-15,216
|
-0.8%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$40M
|
+$5.48M
|
+275,148
|
+18%
|
|
|
21
|
First Mercantile Trust
Cordova,
Tennessee
|
$39.3M
|
-$11.3M
|
-568,404
|
-24%
|
|
|
22
|
Marcum Wealth
Cleveland,
Ohio
|
$37.5M
|
+$2.55M
|
+128,224
|
+8%
|
|
|
23
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$34.8M
|
+$1.17M
|
+58,796
|
+4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$34.6M
|
-$133K
|
-6,696
|
-0.4%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$33.5M
|
+$1.58M
|
+79,524
|
+6%
|
|
