|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$790M
|
+$17.1M
|
+922,532
|
+2%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$555M
|
-$419K
|
-22,652
|
-0.1%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$549M
|
+$74.7M
|
+4,035,792
|
+16%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$272M
|
+$37.7M
|
+2,036,786
|
+17%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$227M
|
+$11.2M
|
+607,250
|
+5%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$162M
|
+$4.06M
|
+219,660
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.7M
|
+$7.67M
|
+414,812
|
+10%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$63.1M
|
-$7.81M
|
-422,038
|
-11%
|
|
|
9
|
Matrix Trust Company
Denver,
Colorado
|
$53.5M
|
+$871K
|
+47,082
|
+2%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$35M
|
+$351K
|
+18,952
|
+1%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$33.3M
|
-$8.03M
|
-434,000
|
-20%
|
|
|
12
|
Foster & Motley
Cincinnati,
Ohio
|
$15.3M
|
+$124K
|
+6,728
|
+0.8%
|
|
|
13
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$12.5M
|
+$699K
|
+37,800
|
+6%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$11.5M
|
+$10.6M
|
+571,180
|
+1,539%
|
|
|
15
|
Millburn Ridgefield Corp
New York
|
$11.1M
|
-$2.07M
|
-111,940
|
-16%
|
|
|
16
|
Catalyst Capital Advisors
Huntington,
New York
|
$11M
|
-$2.07M
|
-111,944
|
-16%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
-$1.16M
|
-62,794
|
-10%
|
|
|
18
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$10.4M
|
+$633K
|
+34,206
|
+7%
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$10M
|
-$105K
|
-5,670
|
-1%
|
|
|
20
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$9.68M
|
–
|
–
|
–
|
|
|
21
|
Truepoint Inc
Cincinnati,
Ohio
|
$9.48M
|
+$15.8K
|
+856
|
+0.2%
|
|
|
22
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$9.23M
|
+$260K
|
+14,080
|
+3%
|
|
|
23
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$9.02M
|
-$346K
|
-18,678
|
-4%
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$8.59M
|
-$749K
|
-40,518
|
-8%
|
|
|
25
|
Reby Advisors
Danbury,
Connecticut
|
$8.47M
|
+$8.25M
|
+446,094
|
New
|
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