|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$867M
|
-$50.1M
|
-2,349,212
|
-4%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$491M
|
+$54.8M
|
+2,569,808
|
+9%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$395M
|
+$82.3M
|
+3,857,642
|
+19%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$252M
|
+$26.4M
|
+1,235,796
|
+9%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$200M
|
+$178M
|
+8,350,288
|
+215%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$162M
|
+$66.7M
|
+3,126,466
|
+46%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$135M
|
+$34.8M
|
+1,632,030
|
+25%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.3M
|
+$49.1M
|
+2,300,674
|
+119%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$47.8M
|
+$62.3M
|
+2,918,896
|
New
|
|
|
10
|
Matrix Trust Company
Denver,
Colorado
|
$38.4M
|
+$4.47M
|
+209,380
|
+10%
|
|
|
11
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$30.3M
|
+$3.23M
|
+151,208
|
+9%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$26.5M
|
+$795K
|
+37,236
|
+2%
|
|
|
13
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$25M
|
-$4.79M
|
-224,682
|
-13%
|
|
|
14
|
Personal Capital Advisors
Redwood City,
California
|
$23.8M
|
+$317K
|
+14,838
|
New
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$14.9M
|
-$1.13M
|
-52,768
|
-5%
|
|
|
16
|
Catalyst Capital Advisors
Huntington,
New York
|
$14.9M
|
-$1.16M
|
-54,536
|
-6%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$13.9M
|
+$1.8M
|
+84,448
|
+11%
|
|
|
18
|
Truepoint Inc
Cincinnati,
Ohio
|
$13.9M
|
+$10.8M
|
+508,354
|
+150%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.7M
|
+$11.4M
|
+533,002
|
+435%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
-$28.8K
|
-1,352
|
-0.2%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$10.3M
|
-$3.46M
|
-161,940
|
-20%
|
|
|
22
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$10.3M
|
+$1.55M
|
+72,674
|
+13%
|
|
|
23
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$9.08M
|
+$11.8M
|
+554,542
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$8.7M
|
-$14.9M
|
-696,644
|
-57%
|
|
|
25
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8.62M
|
+$1.37M
|
+64,176
|
+14%
|
|
