|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$444M
|
+$59M
|
+4,113,634
|
+15%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$220M
|
+$17.9M
|
+1,247,736
|
+8%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$216M
|
+$119M
|
+8,280,242
|
+111%
|
|
|
4
|
|
$160M
|
+$8.85M
|
+617,770
|
+6%
|
|
|
5
|
TMFS Holdings
Overland Park,
Kansas
|
$154M
|
+$61.1M
|
+4,262,750
|
+62%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$110M
|
+$21.5M
|
+1,501,506
|
+23%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$50.8M
|
+$2.94M
|
+205,282
|
+6%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$45M
|
+$4.68M
|
+326,604
|
+11%
|
|
|
9
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$41.3M
|
-$373
|
-26
|
-0%
|
|
|
10
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$35.9M
|
-$927K
|
-64,720
|
-2%
|
|
|
11
|
Homrich & Berg
Atlanta,
Georgia
|
$29.3M
|
+$25.7M
|
+1,790,832
|
+530%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.3M
|
+$5.79M
|
+403,680
|
+35%
|
|
|
13
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$18.6M
|
+$946K
|
+66,032
|
+5%
|
|
|
14
|
Emery Howard Portfolio Management
Burlingame,
California
|
$18.5M
|
+$1.92M
|
+133,992
|
+11%
|
|
|
15
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$18.2M
|
+$18.9M
|
+1,319,664
|
New
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.5M
|
+$2.62M
|
+182,572
|
+17%
|
|
|
17
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$14.8M
|
+$376K
|
+26,256
|
+4%
|
|
|
18
|
Planning Alternatives
Birmingham,
Michigan
|
$14.5M
|
+$4.12M
|
+287,462
|
+38%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$14M
|
-$1.88M
|
-130,992
|
-11%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$13.5M
|
-$796K
|
-55,564
|
-5%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$13.5M
|
+$406K
|
+28,310
|
+3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.1M
|
+$13.1M
|
+915,280
|
+2,727%
|
|
|
23
|
Financial Consulate
Hunt Valley,
Maryland
|
$13M
|
+$7.08M
|
+494,172
|
+111%
|
|
|
24
|
|
$12.6M
|
-$403K
|
-28,154
|
-3%
|
|
|
25
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$11.4M
|
+$11.9M
|
+827,578
|
+27,883%
|
|
