|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.08B
|
+$18.3M
|
+985,714
|
+2%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$1.01B
|
+$27M
|
+1,452,610
|
+3%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$608M
|
-$10.4M
|
-558,689
|
-2%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$519M
|
+$11.2M
|
+603,688
|
+2%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$515M
|
-$9.56M
|
-514,297
|
-2%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$274M
|
+$208M
|
+11,212,038
|
+556%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$125M
|
+$1.7M
|
+91,491
|
+2%
|
|
|
8
|
|
$78.3M
|
-$35.2M
|
-1,893,043
|
-33%
|
|
|
9
|
|
$57.1M
|
+$68.5M
|
+3,685,437
|
+166%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$32M
|
+$320K
|
+17,224
|
+1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$30.4M
|
+$25.8M
|
+1,390,921
|
+1,755%
|
|
|
12
|
Rational Advisors
Huntington,
New York
|
$28.9M
|
-$7.6M
|
-409,003
|
-23%
|
|
|
13
|
Hantz Financial Services
Southfield,
Michigan
|
$28.9M
|
-$743K
|
-39,967
|
-3%
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$23.6M
|
+$3.75M
|
+201,549
|
+22%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23M
|
-$2.19M
|
-117,617
|
-10%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$19.5M
|
-$8.99M
|
-484,000
|
-34%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$18.5M
|
-$615K
|
-33,100
|
-4%
|
|
|
18
|
Charles Schwab Trust
Henderson,
Nevada
|
$18.3M
|
+$5.75M
|
+309,435
|
+54%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$18.1M
|
+$654K
|
+35,168
|
+4%
|
|
|
20
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$16.1M
|
+$4.5M
|
+242,344
|
+45%
|
|
|
21
|
BNP Paribas Financial Markets
Paris,
France
|
$15.9M
|
+$8.92M
|
+480,000
|
+167%
|
|
|
22
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$15.4M
|
-$521K
|
-28,021
|
-4%
|
|
|
23
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$14.8M
|
-$6.69M
|
-359,923
|
-33%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
+$2.89M
|
+155,485
|
+28%
|
|
|
25
|
Wealthfront Advisers
Palo Alto,
California
|
$12.2M
|
-$3.85M
|
-207,379
|
-26%
|
|
