|
1
|
Charles Schwab
San Francisco,
California
|
$1.69B
|
+$1.12B
|
+57,394,740
|
+210%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$1.06B
|
+$40.6M
|
+2,083,129
|
+4%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$545M
|
+$23.4M
|
+1,201,620
|
+5%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$544M
|
-$23.8M
|
-1,221,546
|
-4%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$154M
|
-$3.85M
|
-197,369
|
-2%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$137M
|
+$9.38M
|
+480,848
|
+8%
|
|
|
7
|
|
$73.2M
|
-$15.4M
|
-787,161
|
-18%
|
|
|
8
|
|
$56.9M
|
+$2.23M
|
+114,580
|
+4%
|
|
|
9
|
Rational Advisors
Huntington,
New York
|
$34.8M
|
-$6.65M
|
-341,242
|
-16%
|
|
|
10
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$34.5M
|
+$33.7M
|
+1,729,300
|
New
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$31.9M
|
+$1.66M
|
+85,015
|
+6%
|
|
|
12
|
Hantz Financial Services
Southfield,
Michigan
|
$23.9M
|
-$2.34M
|
-119,832
|
-9%
|
|
|
13
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$23M
|
-$5.54M
|
-284,272
|
-20%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$21.1M
|
+$1.19M
|
+61,087
|
+6%
|
|
|
15
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$20.9M
|
+$1.89M
|
+96,787
|
+10%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.7M
|
-$1.67M
|
-85,779
|
-8%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$18.7M
|
-$7.53K
|
-386
|
-0%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$18.3M
|
+$314K
|
+16,114
|
+2%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$16.7M
|
-$127K
|
-6,509
|
-0.8%
|
|
|
20
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$16M
|
+$15.6M
|
+801,277
|
New
|
|
|
21
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$13.5M
|
+$13.2M
|
+678,263
|
New
|
|
|
22
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$13.3M
|
+$9.53M
|
+488,647
|
+273%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
-$624K
|
-32,001
|
-5%
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$13M
|
+$742K
|
+38,072
|
+6%
|
|
|
25
|
Q3 Asset Management
Birmingham,
Michigan
|
$11.3M
|
+$10.3M
|
+530,000
|
New
|
|
