|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.84B
|
+$87.9M
|
+2,699,676
|
+5%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$731M
|
-$54M
|
-1,657,040
|
-7%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$490M
|
-$2.99M
|
-91,846
|
-0.6%
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$212M
|
+$23.5M
|
+721,590
|
+12%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$212M
|
-$36.7M
|
-1,125,894
|
-14%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$136M
|
+$13.6M
|
+418,973
|
+11%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$78.7M
|
+$29.3M
|
+898,960
|
+58%
|
|
|
8
|
Hamilton Capital
Columbus,
Ohio
|
$75.1M
|
+$518K
|
+15,897
|
+0.7%
|
|
|
9
|
SCS Capital Management
Boston,
Massachusetts
|
$73.7M
|
+$3.85M
|
+118,216
|
+5%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$62M
|
+$37.7M
|
+1,157,287
|
+146%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$51.5M
|
+$52.7M
|
+1,619,480
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.5M
|
+$13.5M
|
+414,754
|
+37%
|
|
|
13
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$48.5M
|
-$3.77M
|
-115,810
|
-7%
|
|
|
14
|
|
$42.9M
|
+$3.21M
|
+98,673
|
+8%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$36.4M
|
-$4.56M
|
-139,934
|
-11%
|
|
|
16
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$32.5M
|
–
|
–
|
–
|
|
|
17
|
Klingenstein Fields & Co
New York
|
$29.1M
|
+$1.13M
|
+34,777
|
+4%
|
|
|
18
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$28.3M
|
+$7.94M
|
+243,725
|
+38%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$27.6M
|
-$85.3K
|
-2,620
|
-0.3%
|
|
|
20
|
Ballentine Partners
Waltham,
Massachusetts
|
$27.1M
|
-$368K
|
-11,296
|
-1%
|
|
|
21
|
Emery Howard Portfolio Management
Burlingame,
California
|
$27M
|
-$496K
|
-15,244
|
-2%
|
|
|
22
|
LVW Advisors
Pittsford,
New York
|
$26.7M
|
+$4.3M
|
+132,022
|
+19%
|
|
|
23
|
Miracle Mile Advisors
Los Angeles,
California
|
$25.4M
|
+$683K
|
+20,966
|
+3%
|
|
|
24
|
Krilogy Financial
St. Louis,
Missouri
|
$25.1M
|
+$1.13M
|
+34,703
|
+5%
|
|
|
25
|
Cooper/Haims Advisors
Victor,
New York
|
$24.6M
|
+$334K
|
+10,247
|
+1%
|
|
