|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.05B
|
+$255M
|
+9,751,492
|
+14%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$603M
|
-$12.4M
|
-476,056
|
-2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$587M
|
+$87M
|
+3,330,534
|
+17%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$265M
|
+$15.3M
|
+586,593
|
+6%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$154M
|
+$18.9M
|
+725,170
|
+14%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$113M
|
+$5.68M
|
+217,364
|
+5%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$112M
|
-$6.16M
|
-235,754
|
-5%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$111M
|
+$7.32M
|
+279,997
|
+7%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$68.9M
|
+$3.05M
|
+116,675
|
+4%
|
|
|
10
|
Hamilton Capital
Columbus,
Ohio
|
$61M
|
+$1.82M
|
+69,550
|
+3%
|
|
|
11
|
Tidal Investments
Milwaukee,
Wisconsin
|
$55M
|
+$56.6M
|
+2,167,102
|
New
|
|
|
12
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$45.7M
|
+$1.41M
|
+53,818
|
+3%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$42.4M
|
+$12M
|
+457,779
|
+38%
|
|
|
14
|
Miracle Mile Advisors
Los Angeles,
California
|
$38.1M
|
+$16.3M
|
+623,231
|
+71%
|
|
|
15
|
|
$34.2M
|
-$2.72M
|
-104,234
|
-7%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$28.2M
|
+$1.7M
|
+65,180
|
+6%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.5M
|
-$50.6M
|
-1,936,879
|
-64%
|
|
|
18
|
Klingenstein Fields & Co
New York
|
$25.8M
|
+$80.7K
|
+3,090
|
+0.3%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$25.2M
|
+$10.2M
|
+391,599
|
+65%
|
|
|
20
|
Cooper/Haims Advisors
Victor,
New York
|
$23.4M
|
+$952K
|
+36,426
|
+4%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$23.4M
|
+$14.5K
|
+556
|
+0.1%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$21M
|
-$287K
|
-10,982
|
-1%
|
|
|
23
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$20.9M
|
-$3.9M
|
-149,428
|
-15%
|
|
|
24
|
TimeScale Financial
Danvers,
Massachusetts
|
$20.7M
|
+$449K
|
+17,188
|
+2%
|
|
|
25
|
SCS Capital Management
Boston,
Massachusetts
|
$20M
|
-$4.01M
|
-153,315
|
-16%
|
|
