|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.3B
|
+$142M
|
+5,585,364
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$940M
|
+$34.2M
|
+1,347,332
|
+4%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$396M
|
+$25.6M
|
+1,009,904
|
+7%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$342M
|
+$18.4M
|
+723,500
|
+6%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$304M
|
+$19.3M
|
+760,568
|
+7%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$148M
|
-$9.66M
|
-380,464
|
-6%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$125M
|
+$1.57M
|
+61,656
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.3M
|
-$12.7M
|
-499,716
|
-13%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$83.4M
|
-$10.4M
|
-410,068
|
-11%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$70M
|
-$15.7M
|
-619,168
|
-18%
|
|
|
11
|
AJ Wealth Strategies
New York
|
$67.4M
|
+$6.44M
|
+253,428
|
+10%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$63M
|
+$1.05M
|
+41,300
|
+2%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$62.9M
|
+$6.06M
|
+238,768
|
+11%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$62.4M
|
+$6.36M
|
+250,336
|
+11%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$61.5M
|
+$4.41M
|
+173,856
|
+8%
|
|
|
16
|
Advisory Alpha
Holland,
Michigan
|
$54.2M
|
+$10.2M
|
+400,032
|
+23%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$53.6M
|
+$614K
|
+24,192
|
+1%
|
|
|
18
|
Tidal Investments
Milwaukee,
Wisconsin
|
$52.2M
|
-$15.1M
|
-595,892
|
-22%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$49.4M
|
+$1.1M
|
+43,444
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.5M
|
+$3.53M
|
+138,856
|
+8%
|
|
|
21
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$46.9M
|
-$62.9K
|
-2,476
|
-1%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$46.1M
|
+$2.69M
|
+105,856
|
+6%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$44.2M
|
+$2.64M
|
+104,072
|
+6%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$41.4M
|
-$8.86M
|
-348,980
|
-17%
|
|
|
25
|
Marcum Wealth
Cleveland,
Ohio
|
$40.6M
|
+$1.43M
|
+56,172
|
+4%
|
|
