|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.25B
|
+$381M
|
+20,511,284
|
+13%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$2.81B
|
-$6.43M
|
-345,776
|
-0.2%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$2.35B
|
+$132M
|
+7,075,172
|
+6%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.33B
|
+$30.3M
|
+1,630,810
|
+1%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$1.72B
|
+$160M
|
+8,582,568
|
+10%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$1.17B
|
+$77.2M
|
+4,154,208
|
+7%
|
|
|
7
|
|
$638M
|
-$8.12M
|
-436,764
|
-1%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$539M
|
+$148M
|
+7,965,378
|
+37%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$394M
|
+$41.9M
|
+2,252,370
|
+12%
|
|
|
10
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$385M
|
+$385M
|
+20,738,082
|
+8,261%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$380M
|
+$1.9M
|
+102,488
|
+0.5%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$368M
|
+$44.7M
|
+2,403,238
|
+14%
|
|
|
13
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$368M
|
+$24.5M
|
+1,318,106
|
+7%
|
|
|
14
|
SCS Capital Management
Boston,
Massachusetts
|
$281M
|
-$17.8M
|
-957,052
|
-6%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$156M
|
+$7.32M
|
+393,812
|
+5%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$155M
|
+$49.2M
|
+2,646,386
|
+46%
|
|
|
17
|
Wealthspire Advisors (New York)
New York
|
$152M
|
+$24.4M
|
+1,314,286
|
+19%
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$131M
|
+$2.92M
|
+156,856
|
+2%
|
|
|
19
|
|
$118M
|
+$6.92M
|
+372,314
|
+6%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$99M
|
-$788K
|
-42,386
|
-0.8%
|
|
|
21
|
TimeScale Financial
Danvers,
Massachusetts
|
$97.5M
|
+$1.34M
|
+72,328
|
+1%
|
|
|
22
|
AJ Wealth Strategies
New York
|
$95M
|
-$26.9M
|
-1,445,648
|
-22%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$90.1M
|
+$5.59M
|
+300,876
|
+7%
|
|
|
24
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$77.6M
|
+$10.3M
|
+555,364
|
+15%
|
|
|
25
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$73.8M
|
-$46.6K
|
-2,508
|
-0.1%
|
|
