|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$960M
|
-$60.4M
|
-2,624,906
|
-5%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$713M
|
-$13.7M
|
-595,427
|
-2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$638M
|
+$36.9M
|
+1,605,021
|
+6%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$383M
|
-$2.18M
|
-94,649
|
-0.5%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$374M
|
+$4.21M
|
+182,964
|
+1%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$150M
|
+$13.4M
|
+583,608
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$129M
|
-$3.63M
|
-157,645
|
-3%
|
|
|
8
|
Rational Advisors
Huntington,
New York
|
$74M
|
-$1.11M
|
-48,356
|
-1%
|
|
|
9
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$73M
|
+$18.7M
|
+812,502
|
+31%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$66.4M
|
+$2.33M
|
+101,165
|
+3%
|
|
|
11
|
Matrix Trust Company
Denver,
Colorado
|
$40.6M
|
-$1.96M
|
-85,270
|
-4%
|
|
|
12
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$29.5M
|
–
|
–
|
–
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.9M
|
+$16.3M
|
+707,930
|
+166%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$19.2M
|
+$2.15M
|
+93,386
|
+11%
|
|
|
15
|
Foster & Motley
Cincinnati,
Ohio
|
$18.2M
|
+$1.23M
|
+53,296
|
+7%
|
|
|
16
|
Millburn Ridgefield Corp
New York
|
$16.3M
|
+$4.49M
|
+195,236
|
+34%
|
|
|
17
|
Catalyst Capital Advisors
Huntington,
New York
|
$15.9M
|
+$4.27M
|
+185,593
|
+33%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$15.6M
|
+$6.88M
|
+298,954
|
+68%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13.8M
|
+$566K
|
+24,613
|
+4%
|
|
|
20
|
Wealthfront Advisers
Palo Alto,
California
|
$12.8M
|
+$2.1M
|
+91,311
|
+18%
|
|
|
21
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$12.6M
|
+$273K
|
+11,875
|
+2%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.5M
|
-$926K
|
-40,224
|
-6%
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.8M
|
–
|
–
|
–
|
|
|
24
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$10.7M
|
+$955K
|
+41,522
|
+9%
|
|
|
25
|
|
$10.7M
|
+$7.4M
|
+321,779
|
+175%
|
|
