|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.92B
|
+$143M
|
+8,415,120
|
+5%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$2.42B
|
+$10.2M
|
+601,798
|
+0.4%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.14B
|
+$159M
|
+9,306,804
|
+7%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$2.1B
|
+$96M
|
+5,636,586
|
+4%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$1.43B
|
-$49.5M
|
-2,906,690
|
-3%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$1.02B
|
+$25.8M
|
+1,517,334
|
+2%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$589M
|
+$138M
|
+8,085,308
|
+28%
|
|
|
8
|
|
$539M
|
-$7.93M
|
-465,342
|
-1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$384M
|
+$50.9M
|
+2,988,422
|
+14%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$369M
|
+$59.1M
|
+3,469,138
|
+17%
|
|
|
11
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$347M
|
+$34.5M
|
+2,025,272
|
+10%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$338M
|
+$18.5M
|
+1,083,522
|
+5%
|
|
|
13
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$330M
|
-$11.6K
|
-680
|
-0%
|
|
|
14
|
SCS Capital Management
Boston,
Massachusetts
|
$223M
|
-$19.1M
|
-1,120,444
|
-7%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$138M
|
+$5.49M
|
+322,170
|
+4%
|
|
|
16
|
Wealthspire Advisors (New York)
New York
|
$138M
|
+$8.65M
|
+508,138
|
+6%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$130M
|
-$2.7M
|
-158,490
|
-2%
|
|
|
18
|
Bessemer Group
Woodbridge,
New Jersey
|
$114M
|
+$2.07M
|
+121,420
|
+2%
|
|
|
19
|
AJ Wealth Strategies
New York
|
$104M
|
+$24.6M
|
+1,441,756
|
+28%
|
|
|
20
|
|
$103M
|
+$2.93M
|
+171,988
|
+3%
|
|
|
21
|
TimeScale Financial
Danvers,
Massachusetts
|
$84.9M
|
+$1.5M
|
+87,946
|
+2%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$83M
|
-$1.92M
|
-112,532
|
-2%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$78.6M
|
+$1.54M
|
+90,690
|
+2%
|
|
|
24
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$66.9M
|
+$30.5M
|
+1,789,798
|
+73%
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$64M
|
-$2.68M
|
-157,216
|
-4%
|
|
