|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.04B
|
+$140M
|
+4,328,727
|
+7%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$762M
|
+$5.09M
|
+156,870
|
+0.7%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$496M
|
-$11M
|
-340,470
|
-2%
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$257M
|
+$36.7M
|
+1,130,607
|
+17%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$216M
|
-$2.41M
|
-74,160
|
-1%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$154M
|
+$12.6M
|
+387,159
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.7M
|
+$37M
|
+1,139,473
|
+75%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$83.2M
|
+$4.63M
|
+142,843
|
+6%
|
|
|
9
|
SCS Capital Management
Boston,
Massachusetts
|
$82.4M
|
+$6.06M
|
+186,933
|
+8%
|
|
|
10
|
Hamilton Capital
Columbus,
Ohio
|
$79.7M
|
+$1.92M
|
+59,223
|
+3%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$75.6M
|
+$11.4M
|
+350,098
|
+18%
|
|
|
12
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$49.9M
|
-$185K
|
-5,704
|
-0.4%
|
|
|
13
|
|
$43.1M
|
-$1.27M
|
-39,297
|
-3%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$33M
|
-$4.56M
|
-140,717
|
-12%
|
|
|
15
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$32.1M
|
+$2.85M
|
+87,841
|
+10%
|
|
|
16
|
Klingenstein Fields & Co
New York
|
$30.9M
|
+$759K
|
+23,399
|
+3%
|
|
|
17
|
LVW Advisors
Pittsford,
New York
|
$29.8M
|
+$2.11M
|
+65,107
|
+8%
|
|
|
18
|
Emery Howard Portfolio Management
Burlingame,
California
|
$27.6M
|
-$337K
|
-10,404
|
-1%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$27.6M
|
-$889K
|
-27,397
|
-3%
|
|
|
20
|
Ballentine Partners
Waltham,
Massachusetts
|
$27.5M
|
-$517K
|
-15,929
|
-2%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$27.4M
|
+$1.41M
|
+43,426
|
+6%
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$26.5M
|
+$238K
|
+7,333
|
+0.9%
|
|
|
23
|
Cooper/Haims Advisors
Victor,
New York
|
$26M
|
+$461K
|
+14,203
|
+2%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$24.1M
|
-$1.09M
|
-33,593
|
-4%
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$23.6M
|
+$619K
|
+19,083
|
+3%
|
|
