|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$501M
|
+$61.9M
|
+4,768,074
|
+15%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$291M
|
+$71.1M
|
+5,478,944
|
+34%
|
|
|
3
|
|
$230M
|
+$69.4M
|
+5,345,686
|
+46%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$200M
|
+$87.5M
|
+6,744,468
|
+84%
|
|
|
5
|
TMFS Holdings
Overland Park,
Kansas
|
$169M
|
+$17.4M
|
+1,340,866
|
+12%
|
|
|
6
|
Wealthfront
Palo Alto,
California
|
$166M
|
-$44.7M
|
-3,446,606
|
-22%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$52.5M
|
+$11.4M
|
+878,580
|
+29%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$51.9M
|
+$1.88M
|
+145,120
|
+4%
|
|
|
9
|
|
$50.2M
|
+$36.2M
|
+2,786,708
|
+305%
|
|
|
10
|
Bessemer Group
Woodbridge,
New Jersey
|
$42.9M
|
-$1.34M
|
-103,076
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.9M
|
+$25.9M
|
+1,997,978
|
+211%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$30.8M
|
+$9.78M
|
+753,806
|
+49%
|
|
|
13
|
Emery Howard Portfolio Management
Burlingame,
California
|
$25.9M
|
+$7.37M
|
+568,086
|
+42%
|
|
|
14
|
Bank of New York Mellon
New York
|
$24.5M
|
+$18.2M
|
+1,399,570
|
+341%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$24.1M
|
+$22.1M
|
+1,702,232
|
+2,184%
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$23.5M
|
+$4.97M
|
+382,960
|
+28%
|
|
|
17
|
Highland Private Wealth Management
Bellevue,
Washington
|
$20.9M
|
+$10.7M
|
+822,760
|
+115%
|
|
|
18
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$18.7M
|
+$748K
|
+57,622
|
+4%
|
|
|
19
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$15.3M
|
+$6.38M
|
+491,458
|
+80%
|
|
|
20
|
Planning Alternatives
Birmingham,
Michigan
|
$15.3M
|
+$1.04M
|
+80,376
|
+8%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$15.1M
|
+$14.5M
|
+1,117,120
|
New
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$13.4M
|
+$187K
|
+14,402
|
+1%
|
|
|
23
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$13.4M
|
+$2.25M
|
+173,644
|
+21%
|
|
|
24
|
TD Ameritrade Trust
Denver,
Colorado
|
$13.2M
|
+$8.96M
|
+690,520
|
+247%
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$12.9M
|
-$297K
|
-22,912
|
-2%
|
|
