|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$896M
|
+$19.6M
|
+1,017,815
|
+2%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$705M
|
+$54.6M
|
+2,834,450
|
+8%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$631M
|
+$11.5M
|
+598,300
|
+2%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$398M
|
+$25.1M
|
+1,305,357
|
+7%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$391M
|
+$34.1M
|
+1,773,147
|
+10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$120M
|
-$591K
|
-30,685
|
-0.5%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84.6M
|
+$51.5M
|
+2,675,540
|
+157%
|
|
|
8
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$65.2M
|
-$4.46M
|
-231,743
|
-7%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.5M
|
-$2.25M
|
-116,769
|
-4%
|
|
|
10
|
Rational Advisors
Huntington,
New York
|
$44.3M
|
-$15.3M
|
-792,758
|
-26%
|
|
|
11
|
Matrix Trust Company
Denver,
Colorado
|
$40.3M
|
+$2.1M
|
+109,342
|
+6%
|
|
|
12
|
|
$28.5M
|
-$2.92M
|
-151,706
|
-22%
|
|
|
13
|
Millburn Ridgefield Corp
New York
|
$23.7M
|
+$3.53M
|
+183,245
|
+18%
|
|
|
14
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$23.1M
|
+$1.92M
|
+100,000
|
+9%
|
|
|
15
|
Catalyst Capital Advisors
Huntington,
New York
|
$21.8M
|
+$2.46M
|
+127,583
|
+13%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$17.6M
|
-$2.62K
|
-136
|
-0%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$16.8M
|
-$384K
|
-19,942
|
-2%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$15.7M
|
+$781K
|
+40,577
|
+5%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.8M
|
+$8.16M
|
+423,863
|
+123%
|
|
|
20
|
Hantz Financial Services
Southfield,
Michigan
|
$13.9M
|
+$5.61M
|
+291,630
|
+68%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$12.8M
|
-$1.58M
|
-82,135
|
-11%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.8M
|
+$912K
|
+47,368
|
+8%
|
|
|
23
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$12.8M
|
+$2.05M
|
+106,686
|
+19%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$9.69M
|
+$1.05M
|
+54,356
|
+12%
|
|
|
25
|
|
$9.54M
|
+$1.57M
|
+81,661
|
+20%
|
|
