|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.19B
|
+$1.85B
|
+67,720,674
|
+559%
|
|
|
2
|
|
$495M
|
+$124M
|
+4,548,198
|
+34%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$174M
|
+$43.6M
|
+1,597,364
|
+34%
|
|
|
4
|
Madison Investment Holdings
Madison,
Wisconsin
|
$99.9M
|
+$25.2M
|
+923,230
|
+34%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$95.7M
|
+$5.73M
|
+210,150
|
+6%
|
|
|
6
|
VOYA Investment Management
Atlanta,
Georgia
|
$68.5M
|
+$64.8M
|
+2,376,388
|
+2,016%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$57M
|
+$4.07M
|
+149,118
|
+8%
|
|
|
8
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$53M
|
-$26.7K
|
-980
|
-0.1%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$39.8M
|
-$428K
|
-15,684
|
-1%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.4M
|
+$2.73M
|
+100,000
|
+9%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$30.2M
|
-$4.85M
|
-177,824
|
-14%
|
|
|
12
|
|
$27.2M
|
+$1.23M
|
+45,190
|
+5%
|
|
|
13
|
Makena Capital Management
Menlo Park,
California
|
$26.9M
|
-$2.49M
|
-91,400
|
-9%
|
|
|
14
|
Wealthfront
Palo Alto,
California
|
$21.2M
|
-$1.52M
|
-55,762
|
-7%
|
|
|
15
|
Allianz Asset Management
Munich,
Germany
|
$18.7M
|
+$18.6M
|
+681,328
|
New
|
|
|
16
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$17.4M
|
-$308K
|
-11,302
|
-2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
-$31.9M
|
-1,168,436
|
-66%
|
|
|
18
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$15.9M
|
+$47.2K
|
+1,730
|
+0.3%
|
|
|
19
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$15.4M
|
+$15.3M
|
+560,534
|
New
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$15.2M
|
-$3.44K
|
-126
|
-0%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$12.8M
|
+$1.04M
|
+38,236
|
+9%
|
|
|
22
|
Gilbert & Cook
West Des Moines,
Iowa
|
$11.9M
|
+$941K
|
+34,468
|
+9%
|
|
|
23
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$11.5M
|
+$3.26M
|
+119,402
|
+40%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$11.4M
|
-$257K
|
-9,436
|
-2%
|
|
|
25
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$11.2M
|
-$123K
|
-4,518
|
-1%
|
|
