|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.92B
|
+$33M
|
+2,095,872
|
+2%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.85B
|
-$60.9M
|
-3,871,750
|
-3%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$1.77B
|
+$79.3M
|
+5,039,098
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.7B
|
+$1.64B
|
+104,022,516
|
+3,994%
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$1.28B
|
+$59.4M
|
+3,778,254
|
+5%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$1.27B
|
+$208M
|
+13,210,756
|
+20%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$698M
|
+$75.7M
|
+4,810,390
|
+12%
|
|
|
8
|
|
$493M
|
–
|
–
|
–
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$347M
|
+$34.9M
|
+2,220,666
|
+11%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$147M
|
+$6.43M
|
+409,004
|
+5%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$118M
|
-$7.09M
|
-450,586
|
-6%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$107M
|
+$7.46M
|
+474,260
|
+8%
|
|
|
13
|
Matrix Trust Company
Denver,
Colorado
|
$64.6M
|
+$155K
|
+9,826
|
+0.2%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$63.4M
|
-$6.41M
|
-407,612
|
-9%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$60.9M
|
+$1.64M
|
+104,068
|
+3%
|
|
|
16
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$46.4M
|
+$1.3M
|
+82,788
|
+3%
|
|
|
17
|
Klingenstein Fields & Co
New York
|
$42M
|
+$890K
|
+56,568
|
+2%
|
|
|
18
|
Gemmer Asset Management
Walnut Creek,
California
|
$41.5M
|
+$1.05M
|
+66,600
|
+3%
|
|
|
19
|
Emery Howard Portfolio Management
Burlingame,
California
|
$40.9M
|
+$750K
|
+47,670
|
+2%
|
|
|
20
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$39.5M
|
+$1.26M
|
+79,866
|
+3%
|
|
|
21
|
Highland Private Wealth Management
Bellevue,
Washington
|
$37.5M
|
+$1.86M
|
+118,264
|
+5%
|
|
|
22
|
JBJ Investment Partners
Charleston,
South Carolina
|
$36.5M
|
-$1.4M
|
-89,314
|
-4%
|
|
|
23
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$36.5M
|
-$770K
|
-48,962
|
-2%
|
|
|
24
|
TimeScale Financial
Danvers,
Massachusetts
|
$35.9M
|
+$5.83M
|
+370,340
|
+20%
|
|
|
25
|
|
$35.1M
|
-$1.7M
|
-108,076
|
-5%
|
|
