|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.75B
|
+$26.7M
|
+1,602,516
|
+2%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.48B
|
+$173M
|
+10,374,888
|
+13%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$1.42B
|
+$171M
|
+10,305,028
|
+14%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.33B
|
+$1.32B
|
+79,397,550
|
New
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$1.04B
|
+$88.7M
|
+5,327,832
|
+9%
|
|
|
6
|
Wealthfront
Palo Alto,
California
|
$942M
|
+$15.6M
|
+935,570
|
+2%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$549M
|
+$19.1M
|
+1,148,716
|
+4%
|
|
|
8
|
|
$453M
|
-$83.9M
|
-5,040,172
|
-16%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$217M
|
+$20.9M
|
+1,256,504
|
+11%
|
|
|
10
|
Bessemer Group
Woodbridge,
New Jersey
|
$152M
|
-$1.66M
|
-99,812
|
-1%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$115M
|
+$12.6M
|
+756,954
|
+11%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$89.4M
|
+$268K
|
+16,134
|
+0.3%
|
|
|
13
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$82.5M
|
+$2.4M
|
+144,220
|
+3%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$49.6M
|
+$3.43M
|
+206,052
|
+7%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$44M
|
+$971K
|
+58,346
|
+2%
|
|
|
16
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$42.1M
|
+$1.11M
|
+66,868
|
+3%
|
|
|
17
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$40.7M
|
+$1.39M
|
+83,822
|
+4%
|
|
|
18
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$40.6M
|
+$4.2M
|
+252,628
|
+12%
|
|
|
19
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$37.7M
|
+$1.1M
|
+66,250
|
+3%
|
|
|
20
|
TD Ameritrade Trust
Denver,
Colorado
|
$36.8M
|
-$644K
|
-38,676
|
-2%
|
|
|
21
|
WealthTrust Fairport
Cleveland,
Ohio
|
$35.9M
|
+$283K
|
+16,990
|
+0.8%
|
|
|
22
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$34.6M
|
+$1.87M
|
+112,092
|
+6%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$33.9M
|
+$393K
|
+23,644
|
+1%
|
|
|
24
|
AJ Wealth Strategies
New York
|
$33.9M
|
+$2.28M
|
+137,006
|
+7%
|
|
|
25
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$33.3M
|
+$16.6M
|
+998,042
|
+101%
|
|
