|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$724M
|
-$206M
|
-11,844,350
|
-22%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$522M
|
-$6.38M
|
-367,266
|
-1%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$360M
|
-$64.1M
|
-3,693,564
|
-15%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$205M
|
-$10.3M
|
-591,878
|
-5%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$193M
|
+$18.6M
|
+1,073,464
|
+11%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$141M
|
+$995K
|
+57,292
|
+0.7%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$90M
|
-$179M
|
-10,281,372
|
-67%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.9M
|
-$694K
|
-39,940
|
-0.9%
|
|
|
9
|
Matrix Trust Company
Denver,
Colorado
|
$44.7M
|
+$3.27M
|
+188,460
|
+8%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$33.7M
|
-$17.4M
|
-1,002,938
|
-34%
|
|
|
11
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$29.9M
|
+$2.94M
|
+169,054
|
+11%
|
|
|
12
|
Foster & Motley
Cincinnati,
Ohio
|
$14.9M
|
-$106K
|
-6,130
|
-0.7%
|
|
|
13
|
Millburn Ridgefield Corp
New York
|
$13M
|
-$3.03M
|
-174,774
|
-19%
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$13M
|
-$3.04M
|
-175,180
|
-19%
|
|
|
15
|
First National Corp
Rockland,
Massachusetts
|
$11.8M
|
+$11.6M
|
+669,360
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$214K
|
+12,328
|
+2%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$9.99M
|
+$707K
|
+40,740
|
+8%
|
|
|
18
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$9.52M
|
+$2.61M
|
+150,298
|
+39%
|
|
|
19
|
Truepoint Inc
Cincinnati,
Ohio
|
$9.17M
|
-$5.68M
|
-326,874
|
-39%
|
|
|
20
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$9.11M
|
-$647K
|
-37,262
|
-7%
|
|
|
21
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$8.98M
|
+$8.86M
|
+510,000
|
New
|
|
|
22
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$8.38M
|
+$2.41M
|
+139,054
|
+41%
|
|
|
23
|
Wealthfront Advisers
Palo Alto,
California
|
$8.37M
|
+$211K
|
+12,136
|
+3%
|
|
|
24
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$8.23M
|
+$228K
|
+13,140
|
+3%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.17M
|
-$3.33M
|
-191,624
|
-29%
|
|
