|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.96B
|
+$34.7M
|
+1,420,324
|
+2%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$632M
|
-$5.85M
|
-239,266
|
-0.9%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$482M
|
+$1.89M
|
+77,215
|
+0.4%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$290M
|
-$5.33M
|
-217,992
|
-2%
|
|
|
5
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$130M
|
+$75.5M
|
+3,090,600
|
+2,571%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$114M
|
+$7.49M
|
+306,580
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$84.8M
|
-$39.3M
|
-1,609,444
|
-32%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$72.1M
|
-$41.9M
|
-1,713,351
|
-37%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$70.8M
|
-$1.64M
|
-66,972
|
-2%
|
|
|
10
|
SageView Advisory Group
Newport Beach,
California
|
$59.3M
|
+$7.4M
|
+302,974
|
+14%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.3M
|
-$1.99M
|
-81,384
|
-4%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$46M
|
+$8.56M
|
+350,182
|
+23%
|
|
|
13
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$43.6M
|
+$849K
|
+34,735
|
+2%
|
|
|
14
|
|
$41.4M
|
+$1.52M
|
+62,112
|
+4%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$41.3M
|
-$958K
|
-39,195
|
-2%
|
|
|
16
|
|
$40.3M
|
+$11.5M
|
+470,783
|
+40%
|
|
|
17
|
Rebalance
Palo Alto,
California
|
$39M
|
+$1.94M
|
+79,210
|
+5%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$38.7M
|
-$6.53M
|
-267,105
|
-15%
|
|
|
19
|
Krilogy Financial
St. Louis,
Missouri
|
$31.4M
|
+$990K
|
+40,521
|
+3%
|
|
|
20
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$29.7M
|
+$2.29M
|
+93,553
|
+8%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$28.5M
|
+$236K
|
+9,638
|
+0.8%
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$28.1M
|
-$2.89M
|
-118,174
|
-9%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$28M
|
-$2.07M
|
-84,815
|
-7%
|
|
|
24
|
Tradewinds Capital Management
Bellingham,
Washington
|
$27.3M
|
+$27.1M
|
+1,107,854
|
+194,702%
|
|
|
25
|
Cooper/Haims Advisors
Victor,
New York
|
$26.6M
|
+$756K
|
+30,939
|
+3%
|
|
