|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$850M
|
-$1.63M
|
-75,436
|
-0.2%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$630M
|
-$1.26M
|
-58,386
|
-0.2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$600M
|
+$40M
|
+1,851,064
|
+6%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$361M
|
+$24.6M
|
+1,135,891
|
+6%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$346M
|
+$16.7M
|
+771,306
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$116M
|
+$2M
|
+92,632
|
+2%
|
|
|
7
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$61.8M
|
-$3.37M
|
-155,808
|
-4%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.9M
|
+$7.72K
|
+357
|
+0%
|
|
|
9
|
Rational Advisors
Huntington,
New York
|
$57.7M
|
-$9.09M
|
-420,217
|
-12%
|
|
|
10
|
Matrix Trust Company
Denver,
Colorado
|
$37M
|
+$1.15M
|
+53,122
|
+3%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.9M
|
+$12.4M
|
+574,396
|
+51%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$21.6M
|
-$129M
|
-5,962,158
|
-84%
|
|
|
13
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$20.6M
|
-$6.49M
|
-300,000
|
-21%
|
|
|
14
|
Millburn Ridgefield Corp
New York
|
$19.6M
|
+$5.96M
|
+275,498
|
+36%
|
|
|
15
|
Catalyst Capital Advisors
Huntington,
New York
|
$18.7M
|
+$5.35M
|
+247,490
|
+33%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$17.1M
|
+$2.03K
|
+94
|
+0%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$16.6M
|
+$595K
|
+27,512
|
+3%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$14.5M
|
+$735K
|
+33,966
|
+5%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$14M
|
+$3.07M
|
+142,034
|
+23%
|
|
|
20
|
|
$13M
|
+$4.09M
|
+189,219
|
+37%
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12.5M
|
+$335K
|
+15,486
|
+2%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$11.5M
|
+$485K
|
+22,417
|
+4%
|
|
|
23
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$11.1M
|
+$137K
|
+6,350
|
+1%
|
|
|
24
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$10.4M
|
+$1.01M
|
+46,586
|
+9%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$10.1M
|
+$11.6M
|
+537,568
|
+64,149%
|
|
