|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.06B
|
+$28.9M
|
+1,212,488
|
+3%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$754M
|
-$8.01M
|
-335,874
|
-1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$628M
|
+$7.26M
|
+304,348
|
+1%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$357M
|
+$19.2M
|
+806,958
|
+5%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$345M
|
+$4.08M
|
+170,924
|
+1%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$221M
|
+$1.56M
|
+65,306
|
+0.7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$133M
|
+$10.8M
|
+451,612
|
+8%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$70.5M
|
+$2.21M
|
+92,556
|
+3%
|
|
|
9
|
Rational Advisors
Huntington,
New York
|
$64.3M
|
+$57.1M
|
+2,393,344
|
+566%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$55M
|
+$5.17M
|
+217,012
|
+10%
|
|
|
11
|
Matrix Trust Company
Denver,
Colorado
|
$51.4M
|
-$2.94M
|
-123,470
|
-5%
|
|
|
12
|
Tradewinds Capital Management
Bellingham,
Washington
|
$33M
|
+$34.4M
|
+1,442,980
|
+3,607,450%
|
|
|
13
|
BNP Paribas Financial Markets
Paris,
France
|
$27.4M
|
+$24.1M
|
+1,010,120
|
+528%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$24.6M
|
–
|
–
|
–
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$22.8M
|
-$2.04M
|
-85,454
|
-8%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$17.8M
|
-$355K
|
-14,876
|
-2%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$16.5M
|
+$36.2K
|
+1,520
|
+0.2%
|
|
|
18
|
Piershale Financial Group
Barrington,
Illinois
|
$16.4M
|
+$17.1M
|
+716,614
|
New
|
|
|
19
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$15.1M
|
+$164K
|
+6,892
|
+1%
|
|
|
20
|
Millburn Ridgefield Corp
New York
|
$12.5M
|
+$211K
|
+8,838
|
+2%
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12.5M
|
+$784K
|
+32,884
|
+6%
|
|
|
22
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$11.7M
|
+$114K
|
+4,794
|
+1%
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$11.6M
|
–
|
–
|
–
|
|
|
24
|
Catalyst Capital Advisors
Huntington,
New York
|
$11.6M
|
-$728K
|
-30,546
|
-6%
|
|
|
25
|
Wealthfront Advisers
Palo Alto,
California
|
$11.6M
|
+$1.97M
|
+82,430
|
+19%
|
|
