|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.27B
|
+$66.7M
|
+2,863,598
|
+5%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$630M
|
-$20.1M
|
-862,260
|
-3%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$465M
|
+$57.2M
|
+2,455,732
|
+14%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$325M
|
+$67.5M
|
+2,895,502
|
+26%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$155M
|
+$14.4M
|
+619,534
|
+10%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$151M
|
+$3.54M
|
+151,990
|
+2%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$89.2M
|
+$16.6M
|
+710,770
|
+22%
|
|
|
8
|
Matrix Trust Company
Denver,
Colorado
|
$49.1M
|
-$2.22M
|
-95,118
|
-4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.5M
|
-$362M
|
-15,531,090
|
-89%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$40.3M
|
+$5.45M
|
+233,792
|
+15%
|
|
|
11
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$39M
|
-$2.35M
|
-100,730
|
-6%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$36.3M
|
+$223K
|
+9,576
|
+0.6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$27.9M
|
-$20M
|
-858,588
|
-41%
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$22.2M
|
+$1.1M
|
+47,328
|
+5%
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$22.2M
|
+$1.1M
|
+47,328
|
+5%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$18.2M
|
-$718K
|
-30,826
|
-4%
|
|
|
17
|
INVST
Indianapolis,
Indiana
|
$17.6M
|
-$1.32M
|
-56,704
|
-7%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$17.6M
|
+$433K
|
+18,582
|
+2%
|
|
|
19
|
Piershale Financial Group
Barrington,
Illinois
|
$16.2M
|
-$3.66M
|
-156,998
|
-18%
|
|
|
20
|
Whitnell & Co
Oak Brook,
Illinois
|
$15.2M
|
-$211K
|
-9,036
|
-1%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
+$367K
|
+15,770
|
+3%
|
|
|
22
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$12.8M
|
+$473K
|
+20,318
|
+4%
|
|
|
23
|
|
$11.4M
|
-$3.13M
|
-134,200
|
-21%
|
|
|
24
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.9M
|
-$96K
|
-4,120
|
-0.9%
|
|
|
25
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$10.6M
|
-$19.2K
|
-824
|
-0.2%
|
|
