|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$970M
|
+$41.5M
|
+1,573,768
|
+5%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$560M
|
+$14.3M
|
+544,171
|
+3%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$167M
|
+$807K
|
+30,630
|
+0.5%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$101M
|
+$9.73M
|
+369,360
|
+11%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$98.6M
|
+$5.3M
|
+201,008
|
+6%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$88.5M
|
+$14.3M
|
+543,331
|
+20%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$87M
|
+$2.7M
|
+102,276
|
+3%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$80M
|
+$4.99M
|
+189,448
|
+7%
|
|
|
9
|
Hamilton Capital
Columbus,
Ohio
|
$66.9M
|
+$1.32M
|
+49,976
|
+2%
|
|
|
10
|
Golden State Wealth Management
Santa Ana,
California
|
$52M
|
+$49.8M
|
+1,890,622
|
+23,235%
|
|
|
11
|
Total Investment Management
Scottsdale,
Arizona
|
$52M
|
+$50M
|
+1,898,759
|
New
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$44.6M
|
-$1.57M
|
-59,622
|
-4%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$44.3M
|
+$2.07M
|
+78,408
|
+5%
|
|
|
14
|
Focused Wealth Management
Newburgh,
New York
|
$40.5M
|
+$37M
|
+1,405,434
|
+1,848%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$33.5M
|
+$1.67M
|
+63,520
|
+5%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$30.9M
|
+$29.7M
|
+1,128,675
|
New
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$30M
|
+$14.1M
|
+533,611
|
+95%
|
|
|
18
|
Alpha Capital Management
Austin,
Texas
|
$29.7M
|
-$2.52M
|
-95,601
|
-8%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.5M
|
-$461M
|
-17,497,535
|
-95%
|
|
|
20
|
Frontier Investment Management
Dallas,
Texas
|
$25.3M
|
+$623K
|
+23,657
|
+3%
|
|
|
21
|
Brown Advisory
Baltimore,
Maryland
|
$25.2M
|
+$35.6K
|
+1,351
|
+0.1%
|
|
|
22
|
LVW Advisors
Pittsford,
New York
|
$22.2M
|
+$1.88M
|
+71,382
|
+10%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21.2M
|
-$50.8K
|
-1,929
|
-0.2%
|
|
|
24
|
Cooper/Haims Advisors
Victor,
New York
|
$21.1M
|
-$605K
|
-22,941
|
-3%
|
|
|
25
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$21.1M
|
+$20.3M
|
+770,120
|
New
|
|
