|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$220M
|
+$18M
|
+1,191,954
|
+9%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$120M
|
+$26.9M
|
+1,787,730
|
+27%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$113M
|
+$31.5M
|
+2,093,638
|
+36%
|
|
|
4
|
|
$44.9M
|
+$46.8M
|
+3,105,632
|
New
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$41.8M
|
+$2.13M
|
+141,068
|
+5%
|
|
|
6
|
BCWM LLC
Overland Park,
Kansas
|
$34.9M
|
-$18.3K
|
-1,214
|
-0.5%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$25.7M
|
+$9.36M
|
+621,600
|
+54%
|
|
|
8
|
FutureAdvisor
San Francisco,
California
|
$24.4M
|
+$15.9M
|
+1,056,654
|
New
|
|
|
9
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$22.8M
|
+$844K
|
+56,042
|
+4%
|
|
|
10
|
Cobblestone Capital Advisors
Rochester,
New York
|
$21.6M
|
-$316K
|
-21,002
|
-1%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.8M
|
+$1.47M
|
+97,596
|
+8%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$14.3M
|
+$14.9M
|
+992,030
|
New
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$13.9M
|
+$7.12M
|
+472,612
|
+97%
|
|
|
14
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$13.5M
|
-$4.46M
|
-295,878
|
-24%
|
|
|
15
|
Tanglewood Wealth Management
Houston,
Texas
|
$12M
|
+$12.5M
|
+827,720
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
+$3.98M
|
+264,404
|
+48%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.7M
|
+$11.1M
|
+737,264
|
New
|
|
|
18
|
Capital Advantage
Walnut Creek,
California
|
$10.6M
|
+$11.1M
|
+733,806
|
New
|
|
|
19
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$10.1M
|
+$44.7K
|
+2,966
|
+0.4%
|
|
|
20
|
BSW Wealth Partners
Boulder,
Colorado
|
$9.92M
|
+$9.99M
|
+663,386
|
+2,897%
|
|
|
21
|
Planning Alternatives
Birmingham,
Michigan
|
$9.53M
|
+$3.08M
|
+204,774
|
+45%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$9.33M
|
+$441K
|
+29,252
|
+5%
|
|
|
23
|
Emery Howard Portfolio Management
Burlingame,
California
|
$8.91M
|
+$5.54M
|
+367,846
|
+148%
|
|
|
24
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$8.63M
|
+$370K
|
+24,584
|
+4%
|
|
|
25
|
Gateway Advisory
Westfield,
New Jersey
|
$7.12M
|
+$234K
|
+15,548
|
+3%
|
|
