|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$112M
|
+$22.5M
|
+409,240
|
+21%
|
|
|
2
|
|
$84.7M
|
-$9.83M
|
-178,558
|
-9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$44M
|
+$1.49M
|
+27,007
|
+3%
|
|
|
4
|
McCutchen Group
Seattle,
Washington
|
$35.4M
|
-$1.37M
|
-24,842
|
-3%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$32.1M
|
+$1.47M
|
+26,668
|
+4%
|
|
|
6
|
|
$31.1M
|
+$978K
|
+17,765
|
+3%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.4M
|
+$62.4K
|
+1,134
|
+0.2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27.3M
|
-$259K
|
-4,697
|
-0.8%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$27.2M
|
-$1.8M
|
-32,701
|
-5%
|
|
|
10
|
Choreo LLC
Rockford,
Illinois
|
$25M
|
-$685K
|
-12,445
|
-2%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$24.1M
|
+$1.1M
|
+20,029
|
+4%
|
|
|
12
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$18.8M
|
-$2.45M
|
-44,591
|
-10%
|
|
|
13
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$17.2M
|
+$714K
|
+12,978
|
+4%
|
|
|
14
|
Highland Private Wealth Management
Bellevue,
Washington
|
$16.4M
|
+$360K
|
+6,532
|
+2%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
-$106K
|
-1,918
|
-0.6%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$15.8M
|
-$192K
|
-3,488
|
-1%
|
|
|
17
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$15.5M
|
+$3.9M
|
+70,773
|
+28%
|
|
|
18
|
Charles Schwab Trust
Henderson,
Nevada
|
$15M
|
+$9.13M
|
+165,862
|
+111%
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13.7M
|
+$123K
|
+2,226
|
+0.8%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.5M
|
+$1.3M
|
+23,582
|
+10%
|
|
|
21
|
Rockbridge Investment Management
Syracuse,
New York
|
$12.4M
|
+$439K
|
+7,968
|
+3%
|
|
|
22
|
Allstate Corporation
Northbrook,
Illinois
|
$12.3M
|
–
|
–
|
–
|
|
|
23
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$10.8M
|
+$620K
|
+11,262
|
+5%
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
$9.06M
|
-$1.58M
|
-28,727
|
-13%
|
|
|
25
|
Agincourt Capital Management
Richmond,
Virginia
|
$9.01M
|
+$248K
|
+4,500
|
+2%
|
|
