|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.2B
|
+$19.8M
|
+821,274
|
+2%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$856M
|
-$10.6M
|
-439,220
|
-1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$713M
|
+$47.3M
|
+1,959,194
|
+7%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$455M
|
+$76.7M
|
+3,178,667
|
+21%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$437M
|
+$22.2M
|
+920,555
|
+6%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$163M
|
+$117M
|
+4,832,296
|
+284%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$157M
|
+$5.9M
|
+244,500
|
+4%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$117M
|
-$110M
|
-4,575,989
|
-49%
|
|
|
9
|
Rational Advisors
Huntington,
New York
|
$88.5M
|
+$589K
|
+24,425
|
+0.7%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$75.9M
|
+$362K
|
+15,006
|
+0.5%
|
|
|
11
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$66M
|
+$2.27M
|
+94,003
|
+4%
|
|
|
12
|
Matrix Trust Company
Denver,
Colorado
|
$50.1M
|
-$4.85M
|
-201,138
|
-9%
|
|
|
13
|
Tradewinds Capital Management
Bellingham,
Washington
|
$38.8M
|
+$29.4M
|
+1,217,778
|
+358%
|
|
|
14
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$34.8M
|
+$9.65M
|
+400,000
|
+40%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$20.4M
|
+$3.28K
|
+136
|
+0%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$20.1M
|
+$611K
|
+25,311
|
+3%
|
|
|
17
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$15.8M
|
-$237K
|
-9,803
|
-2%
|
|
|
18
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$15.6M
|
+$1.16M
|
+48,140
|
+8%
|
|
|
19
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$14.6M
|
+$564K
|
+23,357
|
+4%
|
|
|
20
|
Millburn Ridgefield Corp
New York
|
$14.3M
|
+$1.6M
|
+66,503
|
+13%
|
|
|
21
|
Catalyst Capital Advisors
Huntington,
New York
|
$14.1M
|
+$1.48M
|
+61,172
|
+12%
|
|
|
22
|
Wealthfront Advisers
Palo Alto,
California
|
$12.8M
|
-$395K
|
-16,386
|
-3%
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$12.7M
|
–
|
–
|
–
|
|
|
24
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$11.6M
|
+$162K
|
+6,724
|
+1%
|
|
|
25
|
Bangor Savings Bank
Bangor,
Maine
|
$11.6M
|
+$78.8K
|
+3,265
|
+0.7%
|
|
