|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.43B
|
+$26M
|
+973,071
|
+2%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$668M
|
-$27.6M
|
-1,034,078
|
-4%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$417M
|
-$15.5M
|
-580,369
|
-4%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$203M
|
+$34.2M
|
+1,278,674
|
+20%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$150M
|
+$11M
|
+412,792
|
+8%
|
|
|
6
|
Hamilton Capital
Columbus,
Ohio
|
$61.4M
|
-$3.36M
|
-125,576
|
-5%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$61.1M
|
+$2.68M
|
+100,436
|
+5%
|
|
|
8
|
SCS Capital Management
Boston,
Massachusetts
|
$55.6M
|
-$1.19M
|
-44,622
|
-2%
|
|
|
9
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$43.2M
|
-$4.66M
|
-174,594
|
-10%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$41.4M
|
-$465K
|
-17,406
|
-1%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$36.5M
|
-$4.05M
|
-151,545
|
-10%
|
|
|
12
|
|
$32.3M
|
+$485K
|
+18,148
|
+2%
|
|
|
13
|
Klingenstein Fields & Co
New York
|
$24.6M
|
+$8.67M
|
+324,566
|
+54%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$23.6M
|
-$3.76M
|
-140,807
|
-14%
|
|
|
15
|
Ballentine Partners
Waltham,
Massachusetts
|
$23.6M
|
-$187K
|
-6,990
|
-0.8%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$23.6M
|
-$286K
|
-10,688
|
-1%
|
|
|
17
|
Emery Howard Portfolio Management
Burlingame,
California
|
$23M
|
-$689K
|
-25,773
|
-3%
|
|
|
18
|
Kays Financial Advisory
Atlanta,
Georgia
|
$22.4M
|
-$1.18M
|
-44,150
|
-5%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.9M
|
+$1.26M
|
+47,281
|
+6%
|
|
|
20
|
Bank of New York Mellon
New York
|
$21.7M
|
-$1.85M
|
-69,182
|
-8%
|
|
|
21
|
Miracle Mile Advisors
Los Angeles,
California
|
$21.1M
|
+$2.36M
|
+88,196
|
+13%
|
|
|
22
|
Cooper/Haims Advisors
Victor,
New York
|
$20.9M
|
+$78.4K
|
+2,936
|
+0.4%
|
|
|
23
|
Krilogy Financial
St. Louis,
Missouri
|
$20.3M
|
-$942K
|
-35,270
|
-4%
|
|
|
24
|
TimeScale Financial
Danvers,
Massachusetts
|
$19.8M
|
-$358K
|
-13,405
|
-2%
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$18.9M
|
-$128K
|
-4,796
|
-0.7%
|
|
