|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.95B
|
-$230M
|
-9,348,276
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$876M
|
+$597M
|
+24,256,620
|
+222%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$344M
|
-$42.8M
|
-1,740,060
|
-11%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$314M
|
–
|
–
|
–
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$269M
|
-$11.3M
|
-457,932
|
-4%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$144M
|
-$19.7M
|
-800,044
|
-12%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$121M
|
-$3.21M
|
-130,516
|
-3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$99.8M
|
+$44.3M
|
+1,801,512
|
+82%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$90.4M
|
+$14.3M
|
+580,272
|
+19%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$88.4M
|
+$32.9M
|
+1,339,652
|
+61%
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$84.5M
|
+$295K
|
+11,992
|
+0.4%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$73.5M
|
+$9.74M
|
+396,172
|
+16%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$60.1M
|
+$76.9K
|
+3,128
|
+0.1%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$59M
|
+$3.58M
|
+145,620
|
+7%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$57.9M
|
+$990K
|
+40,248
|
+2%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$56.4M
|
+$2.14M
|
+87,156
|
+4%
|
|
|
17
|
AJ Wealth Strategies
New York
|
$56.2M
|
+$1.72M
|
+70,008
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$52.6M
|
+$1.36M
|
+55,296
|
+3%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$47.3M
|
+$489K
|
+19,880
|
+1%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$46.3M
|
+$1.57M
|
+63,984
|
+4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.2M
|
+$20.4M
|
+829,104
|
+88%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$41.8M
|
+$2.99M
|
+121,404
|
+8%
|
|
|
23
|
Gemmer Asset Management
Walnut Creek,
California
|
$41.4M
|
+$6.41M
|
+260,516
|
+19%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
$40.9M
|
+$3.41M
|
+138,680
|
+9%
|
|
|
25
|
First Mercantile Trust
Cordova,
Tennessee
|
$39.9M
|
-$4.17M
|
-169,380
|
-10%
|
|
