|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$830M
|
+$142M
|
+7,386,704
|
+20%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$638M
|
-$30.2M
|
-1,569,190
|
-4%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$223M
|
+$289K
|
+14,974
|
+0.2%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$110M
|
+$9.44M
|
+489,790
|
+9%
|
|
|
5
|
|
$101M
|
+$28.6M
|
+1,483,336
|
+39%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$68M
|
+$10.2M
|
+529,844
|
+18%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$42.2M
|
+$14.6M
|
+757,078
|
+52%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.1M
|
+$7.76M
|
+402,588
|
+26%
|
|
|
9
|
|
$35.1M
|
+$2.29M
|
+118,846
|
+7%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$31.8M
|
+$4.89M
|
+253,572
|
+18%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$24.8M
|
-$2.45M
|
-127,200
|
-9%
|
|
|
12
|
Catalyst Capital Advisors
Huntington,
New York
|
$18.8M
|
+$908K
|
+47,100
|
+5%
|
|
|
13
|
Millburn Ridgefield Corp
New York
|
$18.8M
|
+$908K
|
+47,100
|
+5%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$17.6M
|
+$2.57M
|
+133,304
|
+17%
|
|
|
15
|
|
$16.4M
|
+$12.3M
|
+636,000
|
+287%
|
|
|
16
|
Whitnell & Co
Oak Brook,
Illinois
|
$13.4M
|
+$4.25M
|
+220,380
|
+46%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$11.6M
|
+$1.06M
|
+54,826
|
+10%
|
|
|
18
|
|
$11.4M
|
-$14.4M
|
-749,236
|
-56%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$9.61M
|
+$410K
|
+21,288
|
+4%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$9.19M
|
+$2.43M
|
+126,160
|
+36%
|
|
|
21
|
Appleton Group
Appleton,
Wisconsin
|
$8.93M
|
+$1.84M
|
+95,230
|
+26%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$8.77M
|
-$3.5M
|
-181,618
|
-28%
|
|
|
23
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8.36M
|
+$549K
|
+28,474
|
+7%
|
|
|
24
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$7.63M
|
+$1.31M
|
+67,818
|
+20%
|
|
|
25
|
Wealthfront
Palo Alto,
California
|
$7.08M
|
+$1.35M
|
+69,800
|
+23%
|
|
