|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.08B
|
+$68.6M
|
+2,852,632
|
+4%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$615M
|
-$8.88M
|
-369,295
|
-1%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$496M
|
+$11.8M
|
+491,804
|
+3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$297M
|
+$18M
|
+750,511
|
+7%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$111M
|
-$10.7M
|
-445,386
|
-9%
|
|
|
6
|
|
$89.2M
|
+$44.8M
|
+1,863,251
|
+107%
|
|
|
7
|
SageView Advisory Group
Newport Beach,
California
|
$78.4M
|
+$17M
|
+707,680
|
+28%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.5M
|
-$6.81M
|
-283,334
|
-9%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$63.4M
|
-$4.36M
|
-181,408
|
-7%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$61.9M
|
-$6.53M
|
-271,608
|
-10%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$61.5M
|
-$2.2M
|
-91,293
|
-4%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47.4M
|
+$1.43M
|
+59,585
|
+3%
|
|
|
13
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$44.5M
|
+$408K
|
+16,971
|
+1%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$43.1M
|
+$1.49M
|
+61,835
|
+4%
|
|
|
15
|
Rebalance
Palo Alto,
California
|
$43M
|
+$3.52M
|
+146,298
|
+9%
|
|
|
16
|
Krilogy Financial
St. Louis,
Missouri
|
$32.1M
|
-$27.9K
|
-1,161
|
-0.1%
|
|
|
17
|
Hantz Financial Services
Southfield,
Michigan
|
$28.7M
|
-$1.09M
|
-45,223
|
-4%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$28.1M
|
+$263K
|
+10,933
|
+1%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$27.6M
|
+$2.99M
|
+124,160
|
+13%
|
|
|
20
|
Rakuten Investment Management
Tokyo,
Japan
|
$27.6M
|
+$5.75M
|
+239,100
|
+27%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$26.9M
|
-$293K
|
-12,193
|
-1%
|
|
|
22
|
Klingenstein Fields & Co
New York
|
$26.8M
|
+$810K
|
+33,691
|
+3%
|
|
|
23
|
Cooper/Haims Advisors
Victor,
New York
|
$26.5M
|
-$713K
|
-29,635
|
-3%
|
|
|
24
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$25.7M
|
+$465K
|
+19,343
|
+2%
|
|
|
25
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$24.6M
|
+$632K
|
+26,269
|
+3%
|
|
