|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$384M
|
+$36.3M
|
+2,467,998
|
+10%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$202M
|
+$28.1M
|
+1,910,346
|
+15%
|
|
|
3
|
|
$151M
|
+$59M
|
+4,015,126
|
+57%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$102M
|
-$17.9M
|
-1,218,414
|
-14%
|
|
|
5
|
TMFS Holdings
Overland Park,
Kansas
|
$94.4M
|
+$101M
|
+6,896,330
|
New
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$89.2M
|
+$95M
|
+6,469,128
|
+14,228%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$47.6M
|
+$2.87M
|
+195,350
|
+6%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$41M
|
+$16.5M
|
+1,124,610
|
+60%
|
|
|
9
|
Bessemer Group
Woodbridge,
New Jersey
|
$40.2M
|
+$2.82M
|
+191,830
|
+7%
|
|
|
10
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$36.5M
|
-$7.48M
|
-508,798
|
-16%
|
|
|
11
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$17.6M
|
-$5.02M
|
-341,416
|
-21%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.6M
|
+$721K
|
+49,056
|
+4%
|
|
|
13
|
Emery Howard Portfolio Management
Burlingame,
California
|
$16.5M
|
+$2.03M
|
+138,150
|
+13%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$15.7M
|
-$2.99M
|
-203,462
|
-15%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.9M
|
+$16M
|
+1,090,682
|
New
|
|
|
16
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$14.6M
|
-$123K
|
-8,396
|
-1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$14.3M
|
-$477K
|
-32,436
|
-3%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$14.1M
|
-$72.2K
|
-4,914
|
-0.5%
|
|
|
19
|
Krilogy Financial
St. Louis,
Missouri
|
$13.9M
|
+$14.9M
|
+1,014,890
|
New
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$13M
|
+$417K
|
+28,368
|
+3%
|
|
|
21
|
|
$12.9M
|
+$13.8M
|
+941,256
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
-$2.13M
|
-144,704
|
-14%
|
|
|
23
|
Tanglewood Wealth Management
Houston,
Texas
|
$12.4M
|
-$1.25M
|
-85,118
|
-9%
|
|
|
24
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$11.8M
|
+$1.36M
|
+92,624
|
+13%
|
|
|
25
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$11.4M
|
-$1.07M
|
-72,774
|
-8%
|
|
