|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.33B
|
+$195M
|
+7,619,048
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$943M
|
+$26.8M
|
+1,049,696
|
+3%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$386M
|
+$25.8M
|
+1,007,712
|
+7%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$336M
|
-$31.3M
|
-1,223,976
|
-9%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$297M
|
+$15.8M
|
+619,200
|
+6%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$164M
|
+$12.7M
|
+496,696
|
+9%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$117M
|
-$691K
|
-27,040
|
-0.6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$103M
|
-$1.49M
|
-58,456
|
-1%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$97.5M
|
+$4.9M
|
+191,540
|
+5%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$89M
|
+$12M
|
+468,356
|
+16%
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$69.8M
|
-$18.2M
|
-711,684
|
-21%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$64.5M
|
+$1.65M
|
+64,480
|
+3%
|
|
|
13
|
AJ Wealth Strategies
New York
|
$63.5M
|
+$4.71M
|
+184,036
|
+8%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$59.2M
|
-$2.67M
|
-104,320
|
-4%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$59.2M
|
-$1.31M
|
-51,408
|
-2%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$58.5M
|
-$476K
|
-18,612
|
-0.8%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$55.2M
|
+$6.62M
|
+259,008
|
+14%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$52.1M
|
-$2.78M
|
-108,816
|
-5%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$50.3M
|
+$803K
|
+31,396
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.8M
|
+$587K
|
+22,968
|
+1%
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$46M
|
+$3.12M
|
+121,992
|
+7%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$45.2M
|
+$1.86M
|
+72,644
|
+4%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$43.3M
|
-$419K
|
-16,376
|
-1%
|
|
|
24
|
First Mercantile Trust
Cordova,
Tennessee
|
$41.9M
|
+$219K
|
+8,556
|
+0.5%
|
|
|
25
|
Marcum Wealth
Cleveland,
Ohio
|
$40.8M
|
+$3.81M
|
+148,864
|
+10%
|
|
