|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.93B
|
+$165M
|
+10,455,682
|
+10%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.9B
|
+$119M
|
+7,519,732
|
+7%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$1.23B
|
+$76.9M
|
+4,858,680
|
+7%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$1.06B
|
+$206M
|
+13,010,886
|
+24%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$626M
|
+$13.8M
|
+874,288
|
+2%
|
|
|
6
|
|
$493M
|
+$2.3M
|
+145,658
|
+0.5%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$314M
|
+$31.5M
|
+1,991,128
|
+11%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$177M
|
-$14M
|
-881,856
|
-0.8%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$140M
|
+$23.4M
|
+1,476,490
|
+20%
|
|
|
10
|
Bessemer Group
Woodbridge,
New Jersey
|
$126M
|
+$344K
|
+21,714
|
+0.3%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$99.8M
|
+$8.07M
|
+509,810
|
+9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$92.7M
|
+$81.2M
|
+5,134,376
|
+801%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$70.4M
|
+$20.1M
|
+1,271,138
|
+41%
|
|
|
14
|
Matrix Trust Company
Denver,
Colorado
|
$64.9M
|
+$64M
|
+4,045,732
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$64.6M
|
+$678K
|
+42,854
|
+1%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$59.6M
|
+$22.6M
|
+1,430,076
|
+63%
|
|
|
17
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$45.4M
|
+$534K
|
+33,724
|
+1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.8M
|
+$5.11M
|
+322,788
|
+14%
|
|
|
19
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$41.4M
|
+$1.78M
|
+112,350
|
+5%
|
|
|
20
|
Klingenstein Fields & Co
New York
|
$41.4M
|
+$5.3M
|
+334,852
|
+15%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$40.7M
|
+$2.28M
|
+143,888
|
+6%
|
|
|
22
|
Emery Howard Portfolio Management
Burlingame,
California
|
$40.4M
|
+$354K
|
+22,378
|
+0.9%
|
|
|
23
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$38.5M
|
+$1.71M
|
+107,880
|
+5%
|
|
|
24
|
JBJ Investment Partners
Charleston,
South Carolina
|
$38.2M
|
+$8.8M
|
+555,848
|
+30%
|
|
|
25
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$37.6M
|
+$508K
|
+32,114
|
+1%
|
|
