|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.93B
|
-$788M
|
-36,849,254
|
-20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$756M
|
+$139M
|
+6,500,650
|
+20%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$374M
|
+$25.2M
|
+1,176,858
|
+7%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$295M
|
+$5.42M
|
+253,724
|
+2%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$279M
|
+$20.8M
|
+971,428
|
+7%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$118M
|
+$15.8M
|
+740,276
|
+14%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$112M
|
-$15.7M
|
-734,090
|
-11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$109M
|
+$10.2M
|
+479,460
|
+9%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$99.2M
|
+$17.4M
|
+812,488
|
+19%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$85.9M
|
+$8.34M
|
+389,980
|
+10%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$63.9M
|
+$1.69M
|
+79,084
|
+2%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$60.1M
|
+$11.7M
|
+548,840
|
+22%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$58.4M
|
+$3.74M
|
+175,176
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$55.9M
|
+$7.49M
|
+350,256
|
+14%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$55.9M
|
+$8.43M
|
+394,298
|
+16%
|
|
|
16
|
AJ Wealth Strategies
New York
|
$53.2M
|
+$2.99M
|
+139,674
|
+5%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$53.1M
|
+$350K
|
+16,356
|
+0.6%
|
|
|
18
|
Marcum Wealth
Cleveland,
Ohio
|
$50.8M
|
+$4.88M
|
+228,490
|
+10%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.8M
|
+$6.42M
|
+300,266
|
+17%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$39.3M
|
-$3.85M
|
-180,098
|
-8%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$38.8M
|
-$328K
|
-15,364
|
-0.8%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$37.4M
|
+$1.55M
|
+72,590
|
+4%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$36.4M
|
+$1.51M
|
+70,756
|
+4%
|
|
|
24
|
Financial Advisors
Andover,
Massachusetts
|
$31.5M
|
+$1.79M
|
+83,718
|
+5%
|
|
|
25
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$29.3M
|
+$7.71M
|
+360,762
|
+32%
|
|
