|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$563M
|
+$62.3M
|
+4,551,030
|
+12%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$336M
|
+$45.3M
|
+3,309,636
|
+15%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$317M
|
+$152M
|
+11,097,704
|
+90%
|
|
|
4
|
|
$299M
|
+$69.8M
|
+5,096,436
|
+30%
|
|
|
5
|
TMFS Holdings
Overland Park,
Kansas
|
$235M
|
+$66.6M
|
+4,867,520
|
+39%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$233M
|
+$33.7M
|
+2,459,424
|
+17%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$52.9M
|
+$392K
|
+28,654
|
+0.7%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$52.6M
|
+$9.82M
|
+717,144
|
+23%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$52M
|
+$72.3K
|
+5,280
|
+0.1%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.1M
|
+$37.4M
|
+2,729,124
|
+55,178%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$34.1M
|
+$2.98M
|
+217,424
|
+9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.9M
|
-$9.15M
|
-668,482
|
-23%
|
|
|
13
|
Emery Howard Portfolio Management
Burlingame,
California
|
$27.9M
|
+$2.05M
|
+149,548
|
+8%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$26.2M
|
+$12.9M
|
+941,860
|
+95%
|
|
|
15
|
|
$26.2M
|
-$24.2M
|
-1,767,998
|
-48%
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$24.1M
|
+$623K
|
+45,498
|
+3%
|
|
|
17
|
Highland Private Wealth Management
Bellevue,
Washington
|
$20.4M
|
-$524K
|
-38,280
|
-2%
|
|
|
18
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$19.8M
|
+$1.15M
|
+84,272
|
+6%
|
|
|
19
|
TD Ameritrade Trust
Denver,
Colorado
|
$16.2M
|
+$3.08M
|
+224,902
|
+23%
|
|
|
20
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$15.3M
|
-$6.98M
|
-509,994
|
-46%
|
|
|
21
|
BCWM LLC
Overland Park,
Kansas
|
$15.2M
|
+$12.2M
|
+894,122
|
+396%
|
|
|
22
|
Planning Alternatives
Birmingham,
Michigan
|
$14.9M
|
-$360K
|
-26,320
|
-2%
|
|
|
23
|
Krilogy Financial
St. Louis,
Missouri
|
$13.6M
|
-$1.54M
|
-112,162
|
-10%
|
|
|
24
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$13.5M
|
+$66.4K
|
+4,850
|
+0.5%
|
|
|
25
|
|
$13.3M
|
+$1M
|
+73,200
|
+8%
|
|
