|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.57B
|
+$175M
|
+6,779,976
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$778M
|
-$186M
|
-7,176,200
|
-19%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$423M
|
+$17.7M
|
+682,700
|
+4%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$357M
|
+$8M
|
+309,280
|
+2%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$330M
|
+$18.8M
|
+726,604
|
+6%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$167M
|
+$16.3M
|
+628,244
|
+11%
|
|
|
7
|
Liberty Wealth Management
Oakland,
California
|
$156M
|
+$58.3K
|
+2,252
|
+67%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$115M
|
+$5.66M
|
+218,824
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$112M
|
+$24.2M
|
+934,164
|
+27%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$92M
|
+$20.6M
|
+796,580
|
+28%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$91M
|
+$5.83M
|
+225,444
|
+7%
|
|
|
12
|
AJ Wealth Strategies
New York
|
$74.4M
|
+$5.5M
|
+212,652
|
+8%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$70.3M
|
+$7.69M
|
+297,200
|
+12%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$64.3M
|
+$416K
|
+16,064
|
+0.6%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$62.8M
|
+$7.49M
|
+289,436
|
+13%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$61.5M
|
+$38.4M
|
+1,482,972
|
+162%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$61M
|
-$3.3M
|
-127,684
|
-5%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$61M
|
-$3.54M
|
-136,764
|
-5%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$58.7M
|
+$3.85M
|
+148,912
|
+7%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$51.2M
|
+$635K
|
+24,560
|
+1%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$50.5M
|
+$3.41M
|
+131,708
|
+7%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$48M
|
+$2.83M
|
+109,416
|
+6%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$45.5M
|
+$36.8M
|
+1,423,956
|
+405%
|
|
|
24
|
Marcum Wealth
Cleveland,
Ohio
|
$45.3M
|
+$3.73M
|
+144,224
|
+9%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.7M
|
+$3.41M
|
+131,712
|
+9%
|
|
