|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.25B
|
+$20.1M
|
+815,976
|
+2%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$917M
|
+$45.1M
|
+1,830,502
|
+6%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$703M
|
-$20.5M
|
-833,282
|
-3%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$438M
|
+$24.1M
|
+979,754
|
+6%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$398M
|
-$220K
|
-8,924
|
-0.1%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$247M
|
-$734K
|
-29,790
|
-0.3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$159M
|
+$5.63M
|
+228,522
|
+4%
|
|
|
8
|
Rational Advisors
Huntington,
New York
|
$93.1M
|
+$17.7M
|
+716,248
|
+25%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$79.9M
|
-$1.32M
|
-53,640
|
-2%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$67.4M
|
+$3.65M
|
+148,072
|
+6%
|
|
|
11
|
Matrix Trust Company
Denver,
Colorado
|
$58.3M
|
-$884K
|
-35,876
|
-2%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$44.9M
|
+$17.4M
|
+705,920
|
+71%
|
|
|
13
|
Piershale Financial Group
Barrington,
Illinois
|
$29.1M
|
+$9.53M
|
+386,572
|
+54%
|
|
|
14
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$26.3M
|
+$24.6M
|
+1,000,000
|
New
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$21.6M
|
-$6.41M
|
-260,000
|
-24%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$20.6M
|
+$113K
|
+4,574
|
+0.6%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$18.8M
|
-$226K
|
-9,172
|
-1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.7M
|
+$9.42M
|
+382,274
|
+117%
|
|
|
19
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$17M
|
-$437K
|
-17,746
|
-3%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$15.3M
|
+$785K
|
+31,842
|
+6%
|
|
|
21
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$14.6M
|
+$1.23M
|
+49,832
|
+10%
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$14M
|
+$575K
|
+23,344
|
+5%
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$13.4M
|
–
|
–
|
–
|
|
|
24
|
Millburn Ridgefield Corp
New York
|
$13.4M
|
-$999K
|
-40,548
|
-7%
|
|
|
25
|
Catalyst Capital Advisors
Huntington,
New York
|
$13.4M
|
-$49.4K
|
-2,004
|
-0.4%
|
|
