|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$236M
|
+$5.74M
|
+386,134
|
+3%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$166M
|
+$38.9M
|
+2,620,838
|
+32%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$83M
|
-$34.9M
|
-2,348,004
|
-30%
|
|
|
4
|
|
$51M
|
+$3.95M
|
+265,692
|
+9%
|
|
|
5
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$47.6M
|
+$43.2M
|
+2,909,650
|
+1,202%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$46.7M
|
+$2.93M
|
+197,104
|
+7%
|
|
|
7
|
BCWM LLC
Overland Park,
Kansas
|
$37.1M
|
+$55.3K
|
+3,720
|
+2%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$28.2M
|
+$1.24M
|
+83,586
|
+5%
|
|
|
9
|
Bessemer Group
Woodbridge,
New Jersey
|
$26.1M
|
+$25.7M
|
+1,728,728
|
New
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$25.6M
|
+$25.1M
|
+1,691,114
|
New
|
|
|
11
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$23.8M
|
-$450K
|
-30,260
|
-2%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$21.6M
|
+$6.1M
|
+410,324
|
+43%
|
|
|
13
|
|
$19.6M
|
+$19.3M
|
+1,296,942
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.6M
|
+$6.16M
|
+414,542
|
+51%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.2M
|
-$1.39M
|
-93,434
|
-7%
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$15.7M
|
+$739K
|
+49,746
|
+5%
|
|
|
17
|
Emery Howard Portfolio Management
Burlingame,
California
|
$15.3M
|
+$5.84M
|
+393,428
|
+64%
|
|
|
18
|
Tanglewood Wealth Management
Houston,
Texas
|
$14.9M
|
+$2.35M
|
+158,070
|
+19%
|
|
|
19
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$14.1M
|
-$59.5K
|
-4,008
|
-0.4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
+$8.48M
|
+571,100
|
+192%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.6M
|
+$452K
|
+30,438
|
+4%
|
|
|
22
|
Capital Advantage
Walnut Creek,
California
|
$11.3M
|
+$203K
|
+13,680
|
+2%
|
|
|
23
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$10.4M
|
-$106K
|
-7,102
|
-1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$10.3M
|
+$492K
|
+33,150
|
+5%
|
|
|
25
|
Tradewinds Capital Management
Bellingham,
Washington
|
$9.63M
|
+$8.99M
|
+605,076
|
+1,886%
|
|
