|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$912M
|
+$38.7M
|
+2,010,996
|
+4%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$841M
|
+$37M
|
+1,921,502
|
+4%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$531M
|
-$22.1M
|
-1,149,350
|
-4%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$450M
|
+$31.4M
|
+1,633,614
|
+7%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$434M
|
+$17M
|
+882,861
|
+4%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$106M
|
+$115M
|
+5,963,581
|
New
|
|
|
7
|
|
$101M
|
+$33.5M
|
+1,739,411
|
+44%
|
|
|
8
|
|
$39.5M
|
-$945K
|
-49,112
|
-2%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.8M
|
+$833K
|
+43,289
|
+2%
|
|
|
10
|
Rational Advisors
Huntington,
New York
|
$32M
|
-$3.04M
|
-157,863
|
-8%
|
|
|
11
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$27.1M
|
-$11.2M
|
-584,484
|
-28%
|
|
|
12
|
Hantz Financial Services
Southfield,
Michigan
|
$25.5M
|
+$4.63M
|
+240,738
|
+20%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$25.3M
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21.8M
|
-$4.84M
|
-251,524
|
-17%
|
|
|
15
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$19.1M
|
-$519K
|
-26,949
|
-2%
|
|
|
16
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$16.6M
|
+$521K
|
+27,063
|
+3%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$16.4M
|
+$85.5K
|
+4,444
|
+0.5%
|
|
|
18
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$14.9M
|
+$540K
|
+28,059
|
+3%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$14.1M
|
+$3.56M
|
+185,256
|
+30%
|
|
|
20
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$13.7M
|
+$879K
|
+45,691
|
+6%
|
|
|
21
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.2M
|
-$1.88M
|
-97,643
|
-14%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$9.85M
|
+$95K
|
+4,940
|
+0.9%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$9.59M
|
-$1.41M
|
-73,289
|
-12%
|
|
|
24
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$9.51M
|
+$1.08M
|
+56,266
|
+12%
|
|
|
25
|
|
$9.08M
|
+$713K
|
+37,063
|
+8%
|
|
