|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.35B
|
+$64.5M
|
+4,106,992
|
+3%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$1.9B
|
+$181M
|
+11,500,338
|
+10%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.59B
|
+$5.32M
|
+338,756
|
+0.3%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$1.54B
|
+$23.3M
|
+1,481,132
|
+2%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$908M
|
+$46M
|
+2,931,508
|
+5%
|
|
|
6
|
|
$683M
|
-$54.8M
|
-3,491,406
|
-7%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$664M
|
+$36.7M
|
+2,337,678
|
+6%
|
|
|
8
|
SCS Capital Management
Boston,
Massachusetts
|
$342M
|
-$10.3M
|
-656,046
|
-3%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$322M
|
-$6.22M
|
-396,066
|
-2%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$227M
|
+$7.12M
|
+453,292
|
+3%
|
|
|
11
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$108M
|
+$75M
|
+4,774,270
|
+224%
|
|
|
12
|
Bessemer Group
Woodbridge,
New Jersey
|
$104M
|
-$39.9K
|
-2,538
|
-0%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$87.5M
|
-$1.11M
|
-70,880
|
-1%
|
|
|
14
|
|
$85.8M
|
+$2.73M
|
+173,788
|
+3%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$83.5M
|
-$4.79M
|
-304,810
|
-5%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$78.2M
|
-$1.49M
|
-94,618
|
-2%
|
|
|
17
|
TimeScale Financial
Danvers,
Massachusetts
|
$77.9M
|
-$915K
|
-58,232
|
-1%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$75.7M
|
-$836K
|
-53,238
|
-1%
|
|
|
19
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$74.3M
|
+$40.7M
|
+2,589,888
|
+121%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.4M
|
+$11.6M
|
+739,480
|
+23%
|
|
|
21
|
Matrix Trust Company
Denver,
Colorado
|
$61M
|
+$807K
|
+51,396
|
+1%
|
|
|
22
|
AJ Wealth Strategies
New York
|
$60.3M
|
+$7.25M
|
+461,464
|
+14%
|
|
|
23
|
JBJ Investment Partners
Charleston,
South Carolina
|
$48.7M
|
+$18M
|
+1,144,376
|
+59%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$47.3M
|
+$22.6M
|
+1,437,704
|
+91%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$43.1M
|
+$3.25M
|
+206,710
|
+8%
|
|
