|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.74B
|
+$105M
|
+6,917,536
|
+7%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.71B
|
+$142M
|
+9,344,440
|
+9%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$1.67B
|
+$428M
|
+28,071,030
|
+36%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$1.12B
|
+$159M
|
+10,428,500
|
+17%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$834M
|
-$328M
|
-21,520,184
|
-29%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$597M
|
+$1.45M
|
+94,808
|
+0.2%
|
|
|
7
|
|
$479M
|
+$10.8M
|
+709,814
|
+2%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$275M
|
+$28.5M
|
+1,872,188
|
+12%
|
|
|
9
|
Bessemer Group
Woodbridge,
New Jersey
|
$122M
|
+$222K
|
+14,564
|
+0.2%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$117M
|
+$12.6M
|
+825,410
|
+13%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$89.4M
|
+$16.9M
|
+1,107,158
|
+24%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$62.4M
|
-$42.2M
|
-2,770,096
|
-41%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$48.8M
|
+$7.51M
|
+492,858
|
+19%
|
|
|
14
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$43.8M
|
-$2.62M
|
-171,930
|
-6%
|
|
|
15
|
Emery Howard Portfolio Management
Burlingame,
California
|
$39.1M
|
+$278K
|
+18,256
|
+0.7%
|
|
|
16
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$38.7M
|
+$2.62M
|
+171,692
|
+7%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$37.5M
|
-$202K
|
-13,252
|
-0.6%
|
|
|
18
|
|
$36.4M
|
+$643K
|
+42,166
|
+2%
|
|
|
19
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$36.1M
|
+$2.04M
|
+133,800
|
+6%
|
|
|
20
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$35.8M
|
+$2.1M
|
+137,714
|
+6%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$35.8M
|
+$4.39M
|
+287,650
|
+14%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.7M
|
+$3.39M
|
+222,240
|
+11%
|
|
|
23
|
Klingenstein Fields & Co
New York
|
$35.1M
|
+$5.67M
|
+372,166
|
+20%
|
|
|
24
|
TD Ameritrade Trust
Denver,
Colorado
|
$34.9M
|
+$211K
|
+13,842
|
+0.6%
|
|
|
25
|
Highland Private Wealth Management
Bellevue,
Washington
|
$34M
|
+$1.43M
|
+93,648
|
+5%
|
|
