|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.23B
|
+$78.7M
|
+2,889,236
|
+4%
|
|
|
2
|
|
$492M
|
+$5.53M
|
+203,152
|
+1%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$195M
|
+$24.8M
|
+911,440
|
+14%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$170M
|
+$172M
|
+6,301,492
|
New
|
|
|
5
|
Madison Investment Holdings
Madison,
Wisconsin
|
$99.2M
|
+$1.04M
|
+38,222
|
+1%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$98.8M
|
+$4.85M
|
+178,152
|
+5%
|
|
|
7
|
VOYA Investment Management
Atlanta,
Georgia
|
$68.8M
|
+$1.51M
|
+55,492
|
+2%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$67.4M
|
+$11.5M
|
+422,902
|
+20%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$52.5M
|
+$36.3M
|
+1,333,036
|
+217%
|
|
|
10
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$52.2M
|
+$180K
|
+6,614
|
+0.3%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$41.3M
|
+$2.18M
|
+80,036
|
+6%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.7M
|
+$5.43M
|
+199,248
|
+16%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.8M
|
+$29.3M
|
+1,077,682
|
+506%
|
|
|
14
|
|
$34.3M
|
+$7.63M
|
+280,326
|
+28%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$33.5M
|
+$3.87M
|
+142,148
|
+13%
|
|
|
16
|
Makena Capital Management
Menlo Park,
California
|
$24.3M
|
-$2.09M
|
-76,740
|
-8%
|
|
|
17
|
Wealthfront
Palo Alto,
California
|
$18.8M
|
-$2.06M
|
-75,762
|
-10%
|
|
|
18
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$18.6M
|
+$3.93M
|
+144,244
|
+26%
|
|
|
19
|
NextCapital Advisers
Chicago,
Illinois
|
$18.4M
|
+$18.6M
|
+683,378
|
New
|
|
|
20
|
Allianz Asset Management
Munich,
Germany
|
$17.5M
|
-$884K
|
-32,458
|
-5%
|
|
|
21
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$16.7M
|
-$411K
|
-15,078
|
-2%
|
|
|
22
|
Suntrust Banks
Atlanta,
Georgia
|
$14.9M
|
–
|
–
|
–
|
|
|
23
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$14.2M
|
-$1.41M
|
-51,742
|
-9%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$14M
|
+$1.48M
|
+54,208
|
+12%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
+$3.21M
|
+117,954
|
+30%
|
|
