|
1
|
Creative Planning
Overland Park,
Kansas
|
$632M
|
+$67M
|
+3,260,678
|
+12%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$557M
|
+$75M
|
+3,647,732
|
+16%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$93.6M
|
+$4.5M
|
+219,126
|
+5%
|
|
|
4
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$68.2M
|
+$68.1M
|
+3,311,940
|
New
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$36M
|
+$599K
|
+29,130
|
+2%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$34.3M
|
+$34.3M
|
+1,667,000
|
New
|
|
|
7
|
|
$32.9M
|
+$1.48M
|
+71,922
|
+5%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.5M
|
-$6.85M
|
-333,392
|
-18%
|
|
|
9
|
|
$29.2M
|
+$2.72M
|
+132,530
|
+10%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$24.4M
|
+$2.6M
|
+126,560
|
+12%
|
|
|
11
|
Catalyst Capital Advisors
Huntington,
New York
|
$17.4M
|
+$1.01M
|
+49,172
|
+6%
|
|
|
12
|
Millburn Ridgefield Corp
New York
|
$17.4M
|
+$1.01M
|
+49,172
|
+6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
+$692K
|
+33,680
|
+5%
|
|
|
14
|
Vigilant Capital Management
Portland,
Maine
|
$13.1M
|
-$1.86M
|
-90,540
|
-12%
|
|
|
15
|
Whitnell & Co
Oak Brook,
Illinois
|
$9.95M
|
-$151K
|
-7,344
|
-1%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$9.69M
|
+$863K
|
+42,012
|
+10%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7.63M
|
+$314K
|
+15,282
|
+4%
|
|
|
18
|
Appleton Group
Appleton,
Wisconsin
|
$7.56M
|
-$28.8K
|
-1,402
|
-0.4%
|
|
|
19
|
Moneywise Inc
Forest,
Virginia
|
$7.5M
|
+$311K
|
+15,148
|
+4%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$7.4M
|
+$1.72M
|
+83,646
|
+30%
|
|
|
21
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$7.06M
|
+$7.04M
|
+342,728
|
New
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.95M
|
+$309K
|
+15,038
|
+5%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.63M
|
+$505K
|
+24,568
|
+8%
|
|
|
24
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$6.48M
|
+$828K
|
+40,292
|
+15%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$6.37M
|
+$1.87M
|
+90,760
|
+42%
|
|
