|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$965M
|
+$31.2M
|
+1,627,366
|
+3%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$887M
|
+$76M
|
+3,961,396
|
+10%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$607M
|
+$4.84M
|
+252,615
|
+0.8%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$464M
|
+$38.4M
|
+2,002,310
|
+9%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$461M
|
+$32.4M
|
+1,689,928
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$118M
|
-$5.93M
|
-309,339
|
-5%
|
|
|
7
|
|
$76.8M
|
+$11.6M
|
+606,903
|
+18%
|
|
|
8
|
|
$44.4M
|
+$6.59M
|
+343,515
|
+18%
|
|
|
9
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$41.3M
|
-$17.6M
|
-919,827
|
-30%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38.5M
|
-$1.21M
|
-63,301
|
-3%
|
|
|
11
|
Rational Advisors
Huntington,
New York
|
$38.3M
|
-$9.76M
|
-509,238
|
-21%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.9M
|
-$22.6M
|
-1,179,128
|
-44%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$27.8M
|
-$1.8K
|
-94
|
-0%
|
|
|
14
|
Millburn Ridgefield Corp
New York
|
$26.7M
|
+$464K
|
+24,187
|
+2%
|
|
|
15
|
Catalyst Capital Advisors
Huntington,
New York
|
$24.4M
|
–
|
–
|
–
|
|
|
16
|
Hantz Financial Services
Southfield,
Michigan
|
$23.3M
|
+$4.76M
|
+248,141
|
+26%
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$21.5M
|
+$7.73M
|
+403,198
|
+58%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$18M
|
+$155K
|
+8,107
|
+0.9%
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$17.8M
|
+$1.15M
|
+59,959
|
+7%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$15.9M
|
+$492K
|
+25,662
|
+3%
|
|
|
21
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$14.3M
|
-$5.75M
|
-300,000
|
-29%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$14.2M
|
+$660K
|
+34,425
|
+5%
|
|
|
23
|
Charles Schwab Trust
Henderson,
Nevada
|
$12.6M
|
+$1.64M
|
+85,363
|
+15%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$12M
|
+$256K
|
+13,362
|
+2%
|
|
|
25
|
Wealthfront Advisers
Palo Alto,
California
|
$11.9M
|
-$1.65M
|
-86,123
|
-12%
|
|
