|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$940M
|
+$139M
|
+9,581,990
|
+18%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$551M
|
+$67M
|
+4,612,156
|
+14%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$390M
|
-$5.53M
|
-380,590
|
-1%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$384M
|
+$144M
|
+9,901,772
|
+63%
|
|
|
5
|
|
$373M
|
-$10.4M
|
-717,398
|
-3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$282M
|
+$5.46M
|
+375,844
|
+2%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$275M
|
+$45.7M
|
+3,150,094
|
+21%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$80.1M
|
+$8.93M
|
+615,026
|
+13%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$61.9M
|
+$7.61M
|
+523,966
|
+14%
|
|
|
10
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$59.8M
|
+$1.5M
|
+103,356
|
+3%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$53.2M
|
-$15.7M
|
-1,078,442
|
-23%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$45.9M
|
+$2.11M
|
+144,974
|
+5%
|
|
|
13
|
|
$36.4M
|
+$7.5M
|
+516,420
|
+27%
|
|
|
14
|
WealthTrust Fairport
Cleveland,
Ohio
|
$33.8M
|
-$942K
|
-64,852
|
-3%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$32.9M
|
+$2.1M
|
+144,700
|
+7%
|
|
|
16
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$30.1M
|
+$1.31M
|
+90,084
|
+5%
|
|
|
17
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$28.3M
|
+$1.02M
|
+70,130
|
+4%
|
|
|
18
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$27.9M
|
+$2.56M
|
+176,610
|
+10%
|
|
|
19
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$25.2M
|
+$24.5M
|
+1,688,774
|
New
|
|
|
20
|
TD Ameritrade Trust
Denver,
Colorado
|
$24.7M
|
+$5.42M
|
+373,168
|
+29%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.5M
|
-$4.74M
|
-326,732
|
-17%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
+$9.28M
|
+639,306
|
+64%
|
|
|
23
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$22.2M
|
+$6.49M
|
+446,612
|
+43%
|
|
|
24
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$21.6M
|
+$333K
|
+22,926
|
+2%
|
|
|
25
|
Highland Private Wealth Management
Bellevue,
Washington
|
$21M
|
-$167K
|
-11,490
|
-0.8%
|
|
