|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.14B
|
+$136M
|
+8,782,574
|
+14%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$643M
|
+$58.4M
|
+3,760,102
|
+10%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$616M
|
+$203M
|
+13,075,060
|
+51%
|
|
|
4
|
Wealthfront
Palo Alto,
California
|
$453M
|
+$37.5M
|
+2,413,086
|
+9%
|
|
|
5
|
|
$383M
|
-$13.1M
|
-844,012
|
-3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$290M
|
-$9.77M
|
-629,006
|
-3%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$275M
|
+$63.7K
|
+4,104
|
+0%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$94.8M
|
+$9.33M
|
+600,640
|
+11%
|
|
|
9
|
Bessemer Group
Woodbridge,
New Jersey
|
$76.6M
|
+$19.5M
|
+1,257,800
|
+35%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$73.6M
|
+$7.6M
|
+489,264
|
+12%
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$66.1M
|
+$2.5M
|
+161,204
|
+4%
|
|
|
12
|
|
$62.2M
|
+$23M
|
+1,479,902
|
+61%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$55.9M
|
+$6.92M
|
+445,592
|
+14%
|
|
|
14
|
Apriem Advisors
Irvine,
California
|
$38.6M
|
+$15.9M
|
+1,026,530
|
+73%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$37.8M
|
+$2.74M
|
+176,656
|
+8%
|
|
|
16
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$37.3M
|
+$24M
|
+1,543,122
|
+192%
|
|
|
17
|
WealthTrust Fairport
Cleveland,
Ohio
|
$35.3M
|
-$590K
|
-38,028
|
-2%
|
|
|
18
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$32.9M
|
+$731K
|
+47,098
|
+2%
|
|
|
19
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$32.9M
|
+$1.62M
|
+104,260
|
+5%
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$31.6M
|
+$1.89M
|
+121,960
|
+7%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$30.9M
|
+$4.79M
|
+308,652
|
+19%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.4M
|
+$4.24M
|
+273,004
|
+17%
|
|
|
23
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$27M
|
+$157K
|
+10,100
|
+0.6%
|
|
|
24
|
Krilogy Financial
St. Louis,
Missouri
|
$23.9M
|
+$4.37M
|
+281,166
|
+23%
|
|
|
25
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$23.9M
|
+$216K
|
+13,902
|
+0.9%
|
|
