|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.28B
|
+$510M
|
+22,445,845
|
+74%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$633M
|
+$104M
|
+4,578,638
|
+21%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$394M
|
+$19.7M
|
+867,441
|
+6%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$153M
|
-$4.94M
|
-217,481
|
-3%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$126M
|
+$33.2M
|
+1,461,943
|
+39%
|
|
|
6
|
Hamilton Capital
Columbus,
Ohio
|
$59M
|
-$35.1K
|
-1,545
|
-0.1%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$53.1M
|
+$7.33M
|
+322,658
|
+17%
|
|
|
8
|
SCS Capital Management
Boston,
Massachusetts
|
$51.7M
|
+$25.3M
|
+1,113,345
|
+110%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.7M
|
+$2.23M
|
+98,214
|
+7%
|
|
|
10
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$39.6M
|
+$4.91M
|
+216,082
|
+14%
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$39.5M
|
+$36.8M
|
+1,620,958
|
New
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$36.9M
|
-$3.37M
|
-148,257
|
-9%
|
|
|
13
|
|
$28.9M
|
+$1.28M
|
+56,468
|
+5%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$24.9M
|
-$59.6M
|
-2,623,361
|
-72%
|
|
|
15
|
Frontier Investment Management
Dallas,
Texas
|
$23.4M
|
+$410K
|
+18,030
|
+2%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$21.7M
|
+$5.85M
|
+257,384
|
+41%
|
|
|
17
|
Ballentine Partners
Waltham,
Massachusetts
|
$21.7M
|
+$5.96M
|
+262,152
|
+42%
|
|
|
18
|
Emery Howard Portfolio Management
Burlingame,
California
|
$21.6M
|
-$7.87M
|
-346,457
|
-28%
|
|
|
19
|
Bank of New York Mellon
New York
|
$21.5M
|
+$299K
|
+13,147
|
+2%
|
|
|
20
|
Kays Financial Advisory
Atlanta,
Georgia
|
$21.5M
|
+$462K
|
+20,324
|
+2%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$19.3M
|
+$1.41M
|
+61,938
|
+8%
|
|
|
22
|
Cooper/Haims Advisors
Victor,
New York
|
$19M
|
+$44.1K
|
+1,942
|
+0.2%
|
|
|
23
|
TimeScale Financial
Danvers,
Massachusetts
|
$18.9M
|
-$33.3K
|
-1,464
|
-0.2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.8M
|
-$1.91M
|
-83,867
|
-10%
|
|
|
25
|
LVW Advisors
Pittsford,
New York
|
$18.5M
|
-$4.1M
|
-180,571
|
-19%
|
|
