|
1
|
Charles Schwab
San Francisco,
California
|
$2.63B
|
+$2.27B
|
+87,018,055
|
+714%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$588M
|
-$31.4M
|
-1,206,101
|
-5%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$521M
|
-$8.62M
|
-330,877
|
-2%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$193M
|
+$37.3M
|
+1,430,319
|
+25%
|
|
|
5
|
SageView Advisory Group
Newport Beach,
California
|
$85.2M
|
+$83.6M
|
+3,209,191
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.9M
|
-$7.61M
|
-291,924
|
-10%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$63.5M
|
-$1,000K
|
-38,367
|
-2%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$60.6M
|
-$3.15M
|
-120,702
|
-5%
|
|
|
9
|
|
$54.8M
|
+$5.01M
|
+192,241
|
+10%
|
|
|
10
|
Rebalance
Palo Alto,
California
|
$51.9M
|
+$4.53M
|
+173,665
|
+10%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$51.6M
|
-$6.08M
|
-233,102
|
-11%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.4M
|
+$197K
|
+7,575
|
+0.4%
|
|
|
13
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$43.3M
|
+$4.88M
|
+187,257
|
+13%
|
|
|
14
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$39.7M
|
+$277K
|
+10,635
|
+0.7%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$38.6M
|
-$4.59M
|
-176,294
|
-11%
|
|
|
16
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$36.7M
|
+$3.41M
|
+130,870
|
+10%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$36.5M
|
+$1.87M
|
+71,566
|
+5%
|
|
|
18
|
Rakuten Investment Management
Tokyo,
Japan
|
$36.3M
|
+$2.73M
|
+104,840
|
+8%
|
|
|
19
|
Krilogy Financial
St. Louis,
Missouri
|
$34.9M
|
-$262K
|
-10,061
|
-0.8%
|
|
|
20
|
Cooper/Haims Advisors
Victor,
New York
|
$32.1M
|
+$318K
|
+12,210
|
+1%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$30.6M
|
-$1.54M
|
-58,994
|
-5%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$28.8M
|
+$28.3M
|
+1,084,906
|
New
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$28.1M
|
+$100K
|
+3,839
|
+0.4%
|
|
|
24
|
Klingenstein Fields & Co
New York
|
$27.7M
|
-$899K
|
-34,487
|
-3%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$26.7M
|
+$1.56M
|
+59,949
|
+6%
|
|
