|
1
|
Creative Planning
Overland Park,
Kansas
|
$693M
|
+$62.8M
|
+3,045,998
|
+10%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$634M
|
+$78.6M
|
+3,815,472
|
+14%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$188M
|
+$152M
|
+7,380,964
|
+418%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$100M
|
+$7.08M
|
+343,726
|
+8%
|
|
|
5
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$64M
|
-$4.07M
|
-197,468
|
-6%
|
|
|
6
|
|
$33.5M
|
+$631K
|
+30,636
|
+2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.4M
|
-$51.1K
|
-2,480
|
-0.2%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$29.3M
|
-$5.03M
|
-244,200
|
-15%
|
|
|
9
|
|
$28.4M
|
-$711K
|
-34,486
|
-2%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$27.7M
|
+$25.5M
|
+1,235,634
|
+1,104%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$26.5M
|
+$2.15M
|
+104,162
|
+9%
|
|
|
12
|
Piershale Financial Group
Barrington,
Illinois
|
$24.6M
|
+$24.6M
|
+1,195,498
|
New
|
|
|
13
|
Catalyst Capital Advisors
Huntington,
New York
|
$17.4M
|
–
|
–
|
–
|
|
|
14
|
Millburn Ridgefield Corp
New York
|
$17.4M
|
–
|
–
|
–
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$15.2M
|
+$840K
|
+40,748
|
+6%
|
|
|
16
|
Vigilant Capital Management
Portland,
Maine
|
$12.7M
|
-$385K
|
-18,670
|
-3%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$11.2M
|
+$9.84M
|
+477,464
|
+717%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$10.6M
|
+$3.25M
|
+157,624
|
+44%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$10M
|
+$357K
|
+17,320
|
+4%
|
|
|
20
|
Whitnell & Co
Oak Brook,
Illinois
|
$9.9M
|
-$26K
|
-1,260
|
-0.3%
|
|
|
21
|
|
$8.88M
|
+$2.63M
|
+127,430
|
+42%
|
|
|
22
|
Moneywise Inc
Forest,
Virginia
|
$7.87M
|
+$392K
|
+19,050
|
+5%
|
|
|
23
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7.8M
|
+$188K
|
+9,110
|
+2%
|
|
|
24
|
Appleton Group
Appleton,
Wisconsin
|
$7.56M
|
+$13.8K
|
+670
|
+0.2%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.85M
|
-$91.3K
|
-4,430
|
-1%
|
|
