|
1
|
Creative Planning
Overland Park,
Kansas
|
$506M
|
+$49.5M
|
+2,464,354
|
+11%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$393M
|
+$46.6M
|
+2,323,700
|
+14%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$150M
|
+$26M
|
+1,296,690
|
+22%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$34.2M
|
+$3.6M
|
+179,376
|
+12%
|
|
|
5
|
|
$29.6M
|
+$2.14M
|
+106,656
|
+8%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$28.4M
|
+$27.8M
|
+1,382,896
|
New
|
|
|
7
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$27.3M
|
–
|
–
|
–
|
|
|
8
|
|
$23.7M
|
+$4.84M
|
+240,878
|
+26%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$20.9M
|
+$1.54M
|
+76,500
|
+8%
|
|
|
10
|
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
$20M
|
–
|
–
|
–
|
|
|
11
|
Catalyst Capital Advisors
Huntington,
New York
|
$16.4M
|
–
|
–
|
–
|
|
|
12
|
Millburn Ridgefield Corp
New York
|
$16.4M
|
+$16M
|
+797,054
|
New
|
|
|
13
|
Vigilant Capital Management
Portland,
Maine
|
$14.7M
|
+$84.3K
|
+4,200
|
+0.6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$13M
|
+$3.11M
|
+154,852
|
+32%
|
|
|
15
|
Avalon Capital Management
Port Of Redwood City,
California
|
$12.6M
|
+$1.62M
|
+80,510
|
+15%
|
|
|
16
|
Whitnell & Co
Oak Brook,
Illinois
|
$10.3M
|
-$496K
|
-24,730
|
-5%
|
|
|
17
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$9.86M
|
+$417K
|
+20,770
|
+5%
|
|
|
18
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$8.67M
|
-$8.11M
|
-403,772
|
-49%
|
|
|
19
|
National Planning Corporation
El Segundo,
California
|
$7.82M
|
-$74.4K
|
-3,708
|
-1%
|
|
|
20
|
Appleton Group
Appleton,
Wisconsin
|
$7.74M
|
+$5.46M
|
+271,768
|
+258%
|
|
|
21
|
Foster & Motley
Cincinnati,
Ohio
|
$7.61M
|
+$4.68M
|
+233,064
|
+169%
|
|
|
22
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.66M
|
+$175K
|
+8,712
|
+3%
|
|
|
23
|
Moneywise Inc
Forest,
Virginia
|
$6.61M
|
+$652K
|
+32,478
|
+11%
|
|
|
24
|
Brinker Capital
Berwyn,
Pennsylvania
|
$6.57M
|
+$2.94M
|
+146,310
|
+84%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.53M
|
+$136K
|
+6,794
|
+2%
|
|
