|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$163M
|
+$82.4M
|
+1,614,291
|
+64%
|
|
|
2
|
|
$124M
|
+$28.4M
|
+556,930
|
+21%
|
|
|
3
|
Fiducient Advisors
Chicago,
Illinois
|
$32.9M
|
+$8.69M
|
+170,189
|
+25%
|
|
|
4
|
McCutchen Group
Seattle,
Washington
|
$26.4M
|
+$24.3M
|
+476,156
|
+241%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$24M
|
+$1.81M
|
+35,420
|
+6%
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$22.7M
|
+$6.25M
|
+122,353
|
+28%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.4M
|
+$7.66M
|
+149,986
|
+44%
|
|
|
8
|
JOYN Advisors
Atlanta,
Georgia
|
$17.8M
|
-$1.02M
|
-19,944
|
-4%
|
|
|
9
|
Choreo LLC
Rockford,
Illinois
|
$14.9M
|
+$5.74M
|
+112,390
|
+42%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
-$770K
|
-15,072
|
-4%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.6M
|
+$1.64M
|
+32,106
|
+15%
|
|
|
12
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$8.97M
|
+$4.4M
|
+86,096
|
+60%
|
|
|
13
|
Highland Private Wealth Management
Bellevue,
Washington
|
$8.55M
|
+$808K
|
+15,819
|
+8%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$8.08M
|
+$8.32M
|
+162,954
|
+378%
|
|
|
15
|
CornerStone Partners
Charlottesville,
Virginia
|
$7.66M
|
–
|
–
|
–
|
|
|
16
|
Barber Financial Group
Lenexa,
Kansas
|
$7.58M
|
-$4.79M
|
-93,725
|
-33%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$7.26M
|
-$440K
|
-8,617
|
-4%
|
|
|
18
|
|
$6.92M
|
-$7.45M
|
-145,971
|
-45%
|
|
|
19
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.8M
|
+$1.18M
|
+23,030
|
+15%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$6.29M
|
+$6.91M
|
+135,333
|
+535%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$6.15M
|
-$1.09M
|
-21,428
|
-12%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.11M
|
+$478K
|
+9,365
|
+9%
|
|
|
23
|
Peterson Wealth Advisors
Orem,
Utah
|
$6.07M
|
+$647K
|
+12,681
|
+9%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$5.82M
|
-$351K
|
-6,879
|
-4%
|
|
|
25
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$5.63M
|
+$758K
|
+14,852
|
+12%
|
|
