|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$898M
|
+$40.1M
|
+2,051,152
|
+5%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$705M
|
+$107M
|
+5,456,306
|
+19%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$597M
|
-$3.71M
|
-189,766
|
-0.6%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$302M
|
+$7.52M
|
+384,560
|
+3%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$287M
|
+$40.1M
|
+2,049,316
|
+17%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$190M
|
+$11.6M
|
+595,426
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$104M
|
+$7.02M
|
+358,684
|
+8%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$65.1M
|
-$3.01M
|
-153,704
|
-5%
|
|
|
9
|
Matrix Trust Company
Denver,
Colorado
|
$50.5M
|
-$6.96M
|
-355,822
|
-13%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$42.7M
|
+$4.56M
|
+233,138
|
+13%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$31.2M
|
-$4.66M
|
-238,358
|
-14%
|
|
|
12
|
Foster & Motley
Cincinnati,
Ohio
|
$16.6M
|
+$82.5K
|
+4,216
|
+0.5%
|
|
|
13
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$14.4M
|
+$876K
|
+44,808
|
+7%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$13.9M
|
+$13.1M
|
+671,192
|
+21,485%
|
|
|
15
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.4M
|
+$806K
|
+41,228
|
+8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
+$339K
|
+17,350
|
+3%
|
|
|
17
|
Millburn Ridgefield Corp
New York
|
$11.1M
|
-$795K
|
-40,646
|
-7%
|
|
|
18
|
Catalyst Capital Advisors
Huntington,
New York
|
$11.1M
|
-$781K
|
-39,954
|
-7%
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$10.9M
|
+$38.4K
|
+1,964
|
+0.4%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
+$1.65M
|
+84,472
|
+19%
|
|
|
21
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.5M
|
–
|
–
|
–
|
|
|
22
|
Truepoint Inc
Cincinnati,
Ohio
|
$10.3M
|
-$1.92K
|
-98
|
-0%
|
|
|
23
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$10.2M
|
+$67.9K
|
+3,470
|
+0.7%
|
|
|
24
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.43M
|
+$2.52M
|
+128,954
|
+40%
|
|
|
25
|
Omega Financial Group
Santa Barbara,
California
|
$9.1M
|
+$239K
|
+12,244
|
+3%
|
|
