|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.04B
|
+$36M
|
+1,620,604
|
+4%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$763M
|
-$21.7M
|
-975,542
|
-3%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$623M
|
-$41M
|
-1,843,316
|
-6%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$342M
|
+$5.48M
|
+246,368
|
+2%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$340M
|
+$19M
|
+855,060
|
+6%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$216M
|
+$4.22M
|
+189,642
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$123M
|
+$6.27M
|
+282,056
|
+6%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$68.5M
|
-$3.91M
|
-175,882
|
-6%
|
|
|
9
|
Matrix Trust Company
Denver,
Colorado
|
$54.3M
|
-$1.95M
|
-87,608
|
-4%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$50.2M
|
+$2.56M
|
+115,282
|
+6%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$24.8M
|
+$9.11M
|
+409,588
|
+61%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$24.7M
|
-$9.72M
|
-437,400
|
-29%
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
$18.2M
|
-$363K
|
-16,330
|
-2%
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$16.6M
|
+$468K
|
+21,054
|
+3%
|
|
|
15
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$15.5M
|
+$1.47M
|
+66,306
|
+11%
|
|
|
16
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$12.5M
|
-$158K
|
-7,092
|
-1%
|
|
|
17
|
Millburn Ridgefield Corp
New York
|
$12.4M
|
-$37.6K
|
-1,692
|
-0.3%
|
|
|
18
|
Catalyst Capital Advisors
Huntington,
New York
|
$12.3M
|
-$4.85K
|
-218
|
-0%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$1.39M
|
-62,390
|
-11%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11.8M
|
+$5.09M
|
+228,866
|
+80%
|
|
|
21
|
First National Corp
Rockland,
Massachusetts
|
$11.8M
|
+$10.8M
|
+487,578
|
+268%
|
|
|
22
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$11.7M
|
–
|
–
|
–
|
|
|
23
|
Genesee Capital Advisors
Auburn,
New York
|
$11.7M
|
+$11.3M
|
+510,000
|
New
|
|
|
24
|
IAM Advisory
Easton,
Pennsylvania
|
$11.7M
|
+$11.3M
|
+510,000
|
New
|
|
|
25
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$11.5M
|
+$69.7K
|
+3,134
|
+0.6%
|
|
