|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$738M
|
+$98M
|
+6,991,404
|
+15%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$444M
|
+$48.1M
|
+3,431,662
|
+12%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$366M
|
+$6.54M
|
+466,422
|
+2%
|
|
|
4
|
|
$355M
|
+$33.8M
|
+2,406,750
|
+10%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$256M
|
+$10.6M
|
+754,168
|
+4%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$219M
|
+$221M
|
+15,792,720
|
New
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$211M
|
+$214M
|
+15,256,802
|
New
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$65.7M
|
+$6.43M
|
+458,362
|
+11%
|
|
|
9
|
Bessemer Group
Woodbridge,
New Jersey
|
$64.2M
|
+$7.86M
|
+560,374
|
+14%
|
|
|
10
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$53.9M
|
+$153K
|
+10,930
|
+0.3%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$50.4M
|
+$9.24M
|
+658,748
|
+22%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$40.5M
|
+$12.6M
|
+901,020
|
+44%
|
|
|
13
|
WealthTrust Fairport
Cleveland,
Ohio
|
$32.2M
|
+$31.8M
|
+2,265,482
|
+3,788%
|
|
|
14
|
Emery Howard Portfolio Management
Burlingame,
California
|
$28.5M
|
+$187K
|
+13,364
|
+0.7%
|
|
|
15
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$27.6M
|
+$27.2M
|
+1,938,028
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.2M
|
-$2.85M
|
-202,952
|
-9%
|
|
|
17
|
|
$26.6M
|
+$26.3M
|
+1,877,910
|
+4,400%
|
|
|
18
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$25.3M
|
+$137K
|
+9,742
|
+0.5%
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$23.4M
|
+$1.74M
|
+123,726
|
+8%
|
|
|
20
|
BCWM LLC
Overland Park,
Kansas
|
$20.5M
|
-$325K
|
-23,174
|
-2%
|
|
|
21
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$19.7M
|
+$6.64M
|
+473,394
|
+50%
|
|
|
22
|
Highland Private Wealth Management
Bellevue,
Washington
|
$19.6M
|
-$350K
|
-24,990
|
-2%
|
|
|
23
|
TD Ameritrade Trust
Denver,
Colorado
|
$17.7M
|
-$1.73M
|
-123,538
|
-9%
|
|
|
24
|
Krilogy Financial
St. Louis,
Missouri
|
$16.9M
|
+$861K
|
+61,414
|
+5%
|
|
|
25
|
Planning Alternatives
Birmingham,
Michigan
|
$16.8M
|
+$1.62M
|
+115,840
|
+11%
|
|
