|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.15B
|
+$34M
|
+1,381,789
|
+2%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$589M
|
-$35.8M
|
-1,457,631
|
-6%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$503M
|
-$1.78M
|
-72,466
|
-0.4%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$308M
|
+$4.6M
|
+187,189
|
+2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$147M
|
+$32.8M
|
+1,336,611
|
+30%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.9M
|
-$5.78M
|
-235,073
|
-8%
|
|
|
7
|
|
$69.9M
|
+$66.8M
|
+2,719,430
|
+5,411%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$62.5M
|
-$921K
|
-37,480
|
-1%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$61.3M
|
-$1.24M
|
-50,641
|
-2%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$57M
|
-$7.91M
|
-322,054
|
-13%
|
|
|
11
|
|
$47.3M
|
-$42.4M
|
-1,727,308
|
-48%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46.7M
|
-$1.54M
|
-62,495
|
-3%
|
|
|
13
|
Rebalance
Palo Alto,
California
|
$44.9M
|
+$1.07M
|
+43,356
|
+2%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$41.2M
|
-$2.62M
|
-106,465
|
-6%
|
|
|
15
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$37.4M
|
-$7.71M
|
-313,768
|
-17%
|
|
|
16
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$36.5M
|
+$13.1M
|
+532,740
|
+58%
|
|
|
17
|
Krilogy Financial
St. Louis,
Missouri
|
$33.5M
|
+$766K
|
+31,178
|
+2%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$32.9M
|
+$6.59M
|
+268,251
|
+26%
|
|
|
19
|
Rakuten Investment Management
Tokyo,
Japan
|
$31.9M
|
+$3.63M
|
+147,700
|
+13%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$31.6M
|
+$3.41M
|
+138,586
|
+12%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$30.6M
|
+$1.89M
|
+77,017
|
+7%
|
|
|
22
|
Cooper/Haims Advisors
Victor,
New York
|
$30.2M
|
+$3.13M
|
+127,517
|
+12%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.2M
|
+$25.6M
|
+1,040,844
|
+2,747%
|
|
|
24
|
Klingenstein Fields & Co
New York
|
$27.2M
|
-$89.3K
|
-3,634
|
-0.3%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$26.6M
|
-$820K
|
-33,350
|
-3%
|
|
