|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$988M
|
+$76.6M
|
+3,870,390
|
+9%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$687M
|
-$9.64M
|
-487,452
|
-1%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$255M
|
+$45.5M
|
+2,301,462
|
+23%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$127M
|
+$6.98M
|
+352,556
|
+6%
|
|
|
5
|
|
$114M
|
+$3.04M
|
+153,740
|
+3%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$68.3M
|
-$5.66M
|
-285,946
|
-8%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$47.3M
|
+$1.18M
|
+59,786
|
+3%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42.4M
|
+$1.74M
|
+87,804
|
+5%
|
|
|
9
|
|
$39.2M
|
+$814K
|
+41,134
|
+2%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$33.4M
|
-$1.3M
|
-65,496
|
-4%
|
|
|
11
|
|
$26.3M
|
+$7.99M
|
+403,700
|
+47%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$24.6M
|
-$2.36M
|
-119,290
|
-9%
|
|
|
13
|
Catalyst Capital Advisors
Huntington,
New York
|
$19.3M
|
-$1.12M
|
-56,520
|
-6%
|
|
|
14
|
Millburn Ridgefield Corp
New York
|
$19.3M
|
-$1.12M
|
-56,520
|
-6%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$19M
|
-$181K
|
-9,168
|
-1%
|
|
|
16
|
Whitnell & Co
Oak Brook,
Illinois
|
$14.6M
|
-$22.2K
|
-1,122
|
-0.2%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$14.6M
|
+$1.79M
|
+90,642
|
+15%
|
|
|
18
|
Hays Advisory
Franklin,
Tennessee
|
$12.6M
|
+$11.9M
|
+602,886
|
New
|
|
|
19
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$12.5M
|
+$8.03M
|
+405,692
|
+210%
|
|
|
20
|
Avalon Capital Management
Port Of Redwood City,
California
|
$11.3M
|
+$10.7M
|
+539,750
|
New
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$11.1M
|
+$1.47M
|
+74,144
|
+16%
|
|
|
22
|
|
$11.1M
|
-$1.3M
|
-65,830
|
-11%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$10.9M
|
+$428K
|
+21,626
|
+4%
|
|
|
24
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$9.28M
|
+$144K
|
+7,288
|
+2%
|
|
|
25
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$9.23M
|
+$2.56M
|
+129,272
|
+41%
|
|
