|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$390M
|
+$158M
|
+10,030,392
|
+64%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$195M
|
+$30M
|
+1,907,846
|
+17%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$132M
|
+$49.6M
|
+3,160,220
|
+58%
|
|
|
4
|
|
$107M
|
+$57.1M
|
+3,633,400
|
+108%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$50M
|
+$3M
|
+191,166
|
+6%
|
|
|
6
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$48.4M
|
+$428K
|
+27,278
|
+0.9%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$41.9M
|
+$16M
|
+1,019,432
|
+59%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$28.5M
|
+$79.7K
|
+5,074
|
+0.3%
|
|
|
9
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$24.8M
|
+$798K
|
+50,790
|
+3%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$20.6M
|
-$311K
|
-19,816
|
-1%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.6M
|
+$5.11M
|
+325,110
|
+42%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$16.4M
|
+$9.65M
|
+614,352
|
+133%
|
|
|
13
|
Emery Howard Portfolio Management
Burlingame,
California
|
$16.3M
|
+$946K
|
+60,242
|
+6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
-$2.63M
|
-167,744
|
-14%
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
$15.8M
|
-$63.9K
|
-4,066
|
-0.4%
|
|
|
16
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$15.4M
|
+$8.3M
|
+528,556
|
+756%
|
|
|
17
|
Tanglewood Wealth Management
Houston,
Texas
|
$15.1M
|
+$113K
|
+7,196
|
+0.7%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15M
|
-$3.46M
|
-220,460
|
-18%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$14M
|
+$3.8M
|
+242,202
|
+36%
|
|
|
20
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$13.8M
|
-$477K
|
-30,356
|
-3%
|
|
|
21
|
Apriem Advisors
Irvine,
California
|
$13.2M
|
+$4.9M
|
+312,254
|
+56%
|
|
|
22
|
Piershale Financial Group
Barrington,
Illinois
|
$12.7M
|
+$13.1M
|
+832,508
|
New
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$11.5M
|
+$69.1K
|
+4,402
|
+0.6%
|
|
|
24
|
Planning Alternatives
Birmingham,
Michigan
|
$11.3M
|
+$11.6M
|
+739,772
|
New
|
|
|
25
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$11M
|
+$514K
|
+32,740
|
+5%
|
|
