|
1
|
|
$200M
|
+$59.8M
|
+1,426,313
|
+45%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$86.8M
|
-$90.5M
|
-2,156,857
|
-52%
|
|
|
3
|
McCutchen Group
Seattle,
Washington
|
$30.1M
|
+$774K
|
+18,445
|
+3%
|
|
|
4
|
Fiducient Advisors
Chicago,
Illinois
|
$29.8M
|
-$6.49M
|
-154,794
|
-18%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.7M
|
+$2.88M
|
+68,708
|
+11%
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$25.8M
|
+$2.17M
|
+51,840
|
+9%
|
|
|
7
|
Choreo LLC
Rockford,
Illinois
|
$21.6M
|
+$4.86M
|
+115,840
|
+30%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.4M
|
–
|
–
|
–
|
|
|
9
|
|
$14.2M
|
+$6.25M
|
+148,882
|
+84%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$12.9M
|
+$5.68M
|
+135,456
|
+84%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.4M
|
+$1.68M
|
+39,971
|
+16%
|
|
|
12
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$11.1M
|
+$1.12M
|
+26,646
|
+12%
|
|
|
13
|
Highland Private Wealth Management
Bellevue,
Washington
|
$9.92M
|
+$413K
|
+9,839
|
+5%
|
|
|
14
|
Barber Financial Group
Lenexa,
Kansas
|
$8.92M
|
+$489K
|
+11,660
|
+6%
|
|
|
15
|
CornerStone Partners
Charlottesville,
Virginia
|
$8.51M
|
–
|
–
|
–
|
|
|
16
|
Horan Securities
Cincinnati,
United States
|
$8.45M
|
+$2.37M
|
+56,562
|
+41%
|
|
|
17
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$8.22M
|
+$3.39M
|
+80,762
|
+75%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$8.13M
|
+$76.1K
|
+1,815
|
+1%
|
|
|
19
|
Peterson Wealth Advisors
Orem,
Utah
|
$7.35M
|
+$587K
|
+14,000
|
+9%
|
|
|
20
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$7.1M
|
+$819K
|
+19,528
|
+14%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$6.46M
|
-$353K
|
-8,414
|
-5%
|
|
|
22
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.18M
|
-$1.32M
|
-31,370
|
-18%
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$5.51M
|
+$3.29M
|
+78,343
|
+162%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.5M
|
+$134K
|
+3,200
|
+3%
|
|
|
25
|
Rockbridge Investment Management
Syracuse,
New York
|
$4.99M
|
+$4.81M
|
+114,681
|
New
|
|
