|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.82B
|
+$229M
|
+14,583,974
|
+8%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$2.1B
|
-$63.1M
|
-4,018,580
|
-3%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.03B
|
+$125M
|
+7,977,024
|
+6%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$2B
|
+$132M
|
+8,386,530
|
+6%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$1.22B
|
-$69M
|
-4,397,206
|
-5%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$986M
|
+$78.9M
|
+5,025,172
|
+8%
|
|
|
7
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$586M
|
+$324M
|
+20,658,624
|
+98%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$572M
|
+$50.7M
|
+3,230,162
|
+9%
|
|
|
9
|
|
$539M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$425M
|
+$91M
|
+5,794,720
|
+24%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$404M
|
+$82.2M
|
+5,236,444
|
+22%
|
|
|
12
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$309M
|
-$1.47M
|
-93,808
|
-0.4%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$306M
|
-$830K
|
-52,912
|
-0.2%
|
|
|
14
|
SCS Capital Management
Boston,
Massachusetts
|
$195M
|
-$4.84M
|
-308,382
|
-2%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$145M
|
+$23.7M
|
+1,507,148
|
+17%
|
|
|
16
|
|
$133M
|
+$45.7M
|
+2,912,836
|
+44%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$132M
|
+$9.63M
|
+613,628
|
+7%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$123M
|
+$7.86M
|
+500,668
|
+6%
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
$91.8M
|
-$11.2M
|
-715,432
|
-10%
|
|
|
20
|
AJ Wealth Strategies
New York
|
$88.1M
|
-$5.48M
|
-349,126
|
-5%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$79.8M
|
+$86.9M
|
+5,538,428
|
+4,192%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$79.2M
|
+$9.93M
|
+632,710
|
+13%
|
|
|
23
|
TimeScale Financial
Danvers,
Massachusetts
|
$77.7M
|
+$1.96M
|
+124,962
|
+2%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$72.4M
|
-$2.1M
|
-133,902
|
-3%
|
|
|
25
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$70.6M
|
+$19.9M
|
+1,268,454
|
+34%
|
|
