|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$750M
|
+$108M
|
+5,188,152
|
+17%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$727M
|
+$25.7M
|
+1,233,806
|
+4%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$205M
|
+$15M
|
+723,844
|
+8%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$109M
|
+$7.74M
|
+372,480
|
+8%
|
|
|
5
|
|
$79.1M
|
+$79M
|
+3,801,294
|
New
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$62.9M
|
-$1.89M
|
-91,006
|
-3%
|
|
|
7
|
|
$35.7M
|
+$1.89M
|
+90,918
|
+6%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32M
|
+$261K
|
+12,536
|
+0.8%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$30.1M
|
+$3.25M
|
+156,514
|
+12%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$29.6M
|
–
|
–
|
–
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$29.4M
|
+$1.32M
|
+63,272
|
+5%
|
|
|
12
|
|
$28M
|
-$781K
|
-37,558
|
-3%
|
|
|
13
|
Catalyst Capital Advisors
Huntington,
New York
|
$19.5M
|
+$1.85M
|
+88,928
|
+11%
|
|
|
14
|
Millburn Ridgefield Corp
New York
|
$19.5M
|
+$1.85M
|
+88,928
|
+11%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$16.3M
|
+$936K
|
+45,012
|
+6%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$13.3M
|
+$2.57M
|
+123,616
|
+24%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$11.5M
|
+$151K
|
+7,248
|
+1%
|
|
|
18
|
Whitnell & Co
Oak Brook,
Illinois
|
$10M
|
-$1.75K
|
-84
|
-0%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$10M
|
-$133K
|
-6,382
|
-1%
|
|
|
20
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8.5M
|
+$608K
|
+29,234
|
+8%
|
|
|
21
|
Moneywise Inc
Forest,
Virginia
|
$8.21M
|
+$248K
|
+11,936
|
+3%
|
|
|
22
|
Appleton Group
Appleton,
Wisconsin
|
$7.74M
|
+$89.7K
|
+4,314
|
+1%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$7.38M
|
+$584K
|
+28,104
|
+9%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.01M
|
+$86.2K
|
+4,146
|
+1%
|
|
|
25
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$6.89M
|
+$404K
|
+19,432
|
+6%
|
|
