|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$720M
|
-$6.9M
|
-383,652
|
-0.9%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$517M
|
-$6.55M
|
-363,934
|
-1%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$439M
|
+$79.1M
|
+4,396,728
|
+22%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$217M
|
+$11.4M
|
+630,852
|
+5%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$200M
|
+$6.65M
|
+369,306
|
+3%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$145M
|
+$1.74M
|
+96,546
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.3M
|
+$2.09M
|
+116,026
|
+3%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$66.2M
|
-$24.5M
|
-1,363,928
|
-27%
|
|
|
9
|
Matrix Trust Company
Denver,
Colorado
|
$49M
|
+$4.18M
|
+232,188
|
+9%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$38.7M
|
+$4.91M
|
+273,000
|
+14%
|
|
|
11
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$32.3M
|
+$2.28M
|
+126,696
|
+7%
|
|
|
12
|
Foster & Motley
Cincinnati,
Ohio
|
$14.1M
|
-$837K
|
-46,518
|
-6%
|
|
|
13
|
Millburn Ridgefield Corp
New York
|
$12.3M
|
-$781K
|
-43,424
|
-6%
|
|
|
14
|
Catalyst Capital Advisors
Huntington,
New York
|
$12.2M
|
-$803K
|
-44,606
|
-6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
-$344K
|
-19,106
|
-3%
|
|
|
16
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$11M
|
+$937K
|
+52,046
|
+9%
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$9.45M
|
+$1.05M
|
+58,546
|
+12%
|
|
|
18
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$9.41M
|
-$496K
|
-27,540
|
-5%
|
|
|
19
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$9.02M
|
–
|
–
|
–
|
|
|
20
|
Truepoint Inc
Cincinnati,
Ohio
|
$8.81M
|
-$399K
|
-22,168
|
-4%
|
|
|
21
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$8.74M
|
-$419K
|
-23,286
|
-5%
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$8.72M
|
+$315K
|
+17,516
|
+4%
|
|
|
23
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$8.42M
|
+$73.8K
|
+4,102
|
+0.9%
|
|
|
24
|
Omega Financial Group
Santa Barbara,
California
|
$7.44M
|
+$224K
|
+12,436
|
+3%
|
|
|
25
|
First Mercantile Trust
Cordova,
Tennessee
|
$7.17M
|
+$83.1K
|
+4,618
|
+1%
|
|
