|
1
|
|
$235M
|
+$15.3M
|
+240,683
|
+7%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$104M
|
-$3.85M
|
-60,539
|
-4%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$86.1M
|
-$745K
|
-11,710
|
-0.8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.2M
|
+$1.95M
|
+30,590
|
+3%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$60M
|
-$1.62M
|
-25,479
|
-3%
|
|
|
6
|
Fiducient Advisors
Chicago,
Illinois
|
$58M
|
+$4.24M
|
+66,579
|
+8%
|
|
|
7
|
McCutchen Group
Seattle,
Washington
|
$50.3M
|
-$1.15M
|
-18,021
|
-2%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$43.5M
|
+$1.7M
|
+26,740
|
+4%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.2M
|
+$2.1M
|
+32,961
|
+5%
|
|
|
10
|
Choreo LLC
Rockford,
Illinois
|
$42.9M
|
+$1.16M
|
+18,205
|
+3%
|
|
|
11
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$38.1M
|
+$1.04M
|
+16,379
|
+3%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$37.8M
|
+$14.3M
|
+224,243
|
+67%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$35.9M
|
+$2.15M
|
+33,860
|
+7%
|
|
|
14
|
SBK Financial
Richmond,
Virginia
|
$35.2M
|
+$33.1M
|
+520,343
|
New
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$34.5M
|
+$7.57M
|
+118,993
|
+30%
|
|
|
16
|
|
$33.4M
|
+$4.98M
|
+78,302
|
+19%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$25.6M
|
+$13.7M
|
+214,853
|
+131%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$24.1M
|
+$1.13M
|
+17,764
|
+5%
|
|
|
19
|
Agincourt Capital Management
Richmond,
Virginia
|
$23.2M
|
+$23.5M
|
+369,783
|
New
|
|
|
20
|
Highland Private Wealth Management
Bellevue,
Washington
|
$23.1M
|
+$1.53M
|
+23,987
|
+8%
|
|
|
21
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$20.6M
|
–
|
–
|
–
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$19.3M
|
+$877K
|
+13,787
|
+5%
|
|
|
23
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$17.3M
|
-$697K
|
-10,951
|
-4%
|
|
|
24
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$16.6M
|
+$398K
|
+6,250
|
+3%
|
|
|
25
|
Heritage Financial Services
Westwood,
Massachusetts
|
$14.9M
|
+$14M
|
+220,553
|
New
|
|
