|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$854M
|
+$41.1M
|
+1,623,731
|
+5%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$435M
|
+$288M
|
+11,384,888
|
+214%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$110M
|
+$6.04M
|
+238,176
|
+6%
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$78.2M
|
+$7.03M
|
+277,445
|
+10%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$68.3M
|
+$5.95M
|
+234,646
|
+10%
|
|
|
6
|
WealthTrust Fairport
Cleveland,
Ohio
|
$62.6M
|
-$906K
|
-35,762
|
-1%
|
|
|
7
|
Hamilton Capital
Columbus,
Ohio
|
$60.1M
|
-$75.5M
|
-2,979,582
|
-56%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$59.7M
|
+$3.76M
|
+148,339
|
+7%
|
|
|
9
|
Total Investment Management
Scottsdale,
Arizona
|
$44.4M
|
+$22.1M
|
+872,625
|
+96%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$34.6M
|
+$3.6M
|
+142,145
|
+12%
|
|
|
11
|
Brown Advisory
Baltimore,
Maryland
|
$33.6M
|
+$32.8M
|
+1,293,228
|
New
|
|
|
12
|
Alpha Capital Management
Austin,
Texas
|
$29.8M
|
+$13.3M
|
+525,728
|
+85%
|
|
|
13
|
Emery Howard Portfolio Management
Burlingame,
California
|
$29.3M
|
+$246K
|
+9,711
|
+0.9%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
-$2.12M
|
-83,556
|
-7%
|
|
|
15
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$26.6M
|
-$567K
|
-22,362
|
-2%
|
|
|
16
|
Valentine Ventures
Bend,
Oregon
|
$25.7M
|
+$4.35M
|
+171,624
|
+21%
|
|
|
17
|
|
$24.8M
|
+$24.2M
|
+954,215
|
New
|
|
|
18
|
Bogart Wealth LLC
Mclean,
Virginia
|
$23.4M
|
+$9.14M
|
+360,886
|
+67%
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$22.2M
|
+$508K
|
+20,061
|
+2%
|
|
|
20
|
Frontier Investment Management
Dallas,
Texas
|
$22.2M
|
+$8.19M
|
+323,309
|
+61%
|
|
|
21
|
Cooper/Haims Advisors
Victor,
New York
|
$19.5M
|
+$945K
|
+37,290
|
+5%
|
|
|
22
|
LVW Advisors
Pittsford,
New York
|
$18.3M
|
+$17.9M
|
+704,915
|
New
|
|
|
23
|
Kays Financial Advisory
Atlanta,
Georgia
|
$17.7M
|
+$5.01M
|
+197,642
|
+41%
|
|
|
24
|
QCI Asset Management
Pittsford,
New York
|
$17.6M
|
+$1.72M
|
+67,896
|
+11%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$16.5M
|
+$7.7M
|
+303,948
|
+92%
|
|
