|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.09B
|
+$29.5M
|
+1,472,209
|
+3%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$1.03B
|
+$38.2M
|
+1,906,953
|
+4%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$578M
|
-$17.5M
|
-875,292
|
-3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$555M
|
+$50M
|
+2,493,740
|
+10%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$529M
|
+$20.1M
|
+1,002,509
|
+4%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$161M
|
-$106M
|
-5,309,876
|
-40%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$129M
|
+$6.05M
|
+301,764
|
+5%
|
|
|
8
|
|
$90.4M
|
+$13.5M
|
+672,823
|
+18%
|
|
|
9
|
|
$55.5M
|
-$63.6M
|
-3,173,476
|
-54%
|
|
|
10
|
Rational Advisors
Huntington,
New York
|
$42.3M
|
+$13.8M
|
+686,339
|
+49%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$30.7M
|
+$803K
|
+40,069
|
+3%
|
|
|
12
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$29.1M
|
-$2.25M
|
-112,216
|
-7%
|
|
|
13
|
Hantz Financial Services
Southfield,
Michigan
|
$26.7M
|
-$1.59M
|
-79,128
|
-6%
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$25.3M
|
+$2.14M
|
+106,505
|
+9%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21.8M
|
-$766K
|
-38,213
|
-3%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$20.2M
|
+$2.19M
|
+108,991
|
+12%
|
|
|
17
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$19.3M
|
+$3.45M
|
+171,980
|
+22%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$19M
|
-$100K
|
-5,000
|
-0.5%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$18.3M
|
+$187K
|
+9,325
|
+1%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$17.1M
|
-$692K
|
-34,506
|
-4%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$14.2M
|
-$224K
|
-11,153
|
-2%
|
|
|
22
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$14.1M
|
-$356K
|
-17,778
|
-2%
|
|
|
23
|
BNP Paribas Financial Markets
Paris,
France
|
$13.6M
|
-$1.93M
|
-96,310
|
-13%
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$12.5M
|
+$493K
|
+24,600
|
+4%
|
|
|
25
|
|
$11.3M
|
+$1.21M
|
+60,525
|
+12%
|
|
