|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$667M
|
+$67.9M
|
+4,814,486
|
+12%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$410M
|
+$54.6M
|
+3,870,926
|
+16%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$374M
|
+$37.4M
|
+2,649,594
|
+11%
|
|
|
4
|
|
$335M
|
+$16.8M
|
+1,187,292
|
+5%
|
|
|
5
|
TMFS Holdings
Overland Park,
Kansas
|
$269M
|
+$20.3M
|
+1,437,480
|
+8%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$255M
|
+$7.46M
|
+528,890
|
+3%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$61.8M
|
+$6.45M
|
+457,034
|
+12%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$58.7M
|
+$2.8M
|
+198,752
|
+5%
|
|
|
9
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$55.9M
|
-$211K
|
-14,920
|
-0.4%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$42.9M
|
+$6.53M
|
+462,754
|
+18%
|
|
|
11
|
Frontier Investment Management
Dallas,
Texas
|
$37.2M
|
+$468K
|
+33,168
|
+15%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.2M
|
-$1.54M
|
-109,402
|
-5%
|
|
|
13
|
Emery Howard Portfolio Management
Burlingame,
California
|
$29.4M
|
-$230K
|
-16,336
|
-0.8%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$29.2M
|
+$1.32M
|
+93,746
|
+5%
|
|
|
15
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$26.1M
|
+$553K
|
+39,194
|
+2%
|
|
|
16
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$25.9M
|
+$4.53M
|
+320,842
|
+54%
|
|
|
17
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$22.6M
|
+$1.51M
|
+107,042
|
+7%
|
|
|
18
|
BCWM LLC
Overland Park,
Kansas
|
$21.7M
|
+$5.43M
|
+384,590
|
+34%
|
|
|
19
|
Highland Private Wealth Management
Bellevue,
Washington
|
$20.8M
|
-$851K
|
-60,292
|
-4%
|
|
|
20
|
TD Ameritrade Trust
Denver,
Colorado
|
$20.2M
|
+$2.93M
|
+207,580
|
+17%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$16.7M
|
+$2.21M
|
+156,420
|
+16%
|
|
|
22
|
Planning Alternatives
Birmingham,
Michigan
|
$15.8M
|
-$109K
|
-7,758
|
-0.7%
|
|
|
23
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$15M
|
+$1.23M
|
+87,104
|
+9%
|
|
|
24
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$14.6M
|
+$310K
|
+21,982
|
+2%
|
|
|
25
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$14.4M
|
+$1.47M
|
+104,154
|
+12%
|
|
