|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.7B
|
+$106M
|
+6,211,760
|
+6%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.29B
|
+$179M
|
+10,526,142
|
+16%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$1.23B
|
+$74.1M
|
+4,359,742
|
+6%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$938M
|
+$84.6M
|
+4,978,504
|
+10%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$913M
|
+$66.8M
|
+3,934,268
|
+8%
|
|
|
6
|
|
$530M
|
+$91.8M
|
+5,402,506
|
+20%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$522M
|
+$73.8M
|
+4,343,876
|
+16%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$193M
|
+$26M
|
+1,529,474
|
+15%
|
|
|
9
|
Bessemer Group
Woodbridge,
New Jersey
|
$152M
|
+$5.88M
|
+345,850
|
+4%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$115M
|
+$7.26M
|
+427,422
|
+7%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$87.8M
|
+$431K
|
+25,338
|
+0.5%
|
|
|
12
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$78.9M
|
+$5.97M
|
+351,334
|
+8%
|
|
|
13
|
Apriem Advisors
Irvine,
California
|
$59.3M
|
+$4.52M
|
+265,900
|
+8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$45.5M
|
+$10.6M
|
+620,984
|
+29%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$42.4M
|
+$35K
|
+2,060
|
+0.1%
|
|
|
16
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$40.4M
|
-$1.38M
|
-80,990
|
-3%
|
|
|
17
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$38.7M
|
+$746K
|
+43,928
|
+2%
|
|
|
18
|
TD Ameritrade Trust
Denver,
Colorado
|
$37M
|
+$398K
|
+23,398
|
+1%
|
|
|
19
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$36M
|
+$644K
|
+37,884
|
+2%
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$35.8M
|
+$799K
|
+47,020
|
+2%
|
|
|
21
|
WealthTrust Fairport
Cleveland,
Ohio
|
$35.1M
|
-$532K
|
-31,306
|
-1%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$33.1M
|
+$2.39M
|
+140,394
|
+8%
|
|
|
23
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$32.3M
|
+$4.81M
|
+283,078
|
+17%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.8M
|
+$1.17M
|
+68,820
|
+4%
|
|
|
25
|
AJ Wealth Strategies
New York
|
$31.2M
|
+$3.87M
|
+227,962
|
+14%
|
|
