|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$124M
|
+$7.53M
|
+152,034
|
+6%
|
|
|
2
|
|
$88.2M
|
+$93.2K
|
+1,880
|
+0.1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.5M
|
+$9.74M
|
+196,604
|
+21%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$51.3M
|
+$17.9M
|
+361,160
|
+53%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$46.9M
|
+$30M
|
+606,077
|
+177%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$44.3M
|
+$44.4M
|
+896,243
|
New
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$35M
|
+$686K
|
+13,839
|
+2%
|
|
|
8
|
Fiducient Advisors
Chicago,
Illinois
|
$34.5M
|
+$31.3M
|
+631,678
|
+954%
|
|
|
9
|
|
$30.3M
|
-$2.09M
|
-42,198
|
-6%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29.1M
|
+$701K
|
+14,137
|
+2%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$28.6M
|
+$11.2K
|
+225
|
+0%
|
|
|
12
|
Choreo LLC
Rockford,
Illinois
|
$27.8M
|
+$1.86M
|
+37,515
|
+7%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$21.1M
|
-$3.96M
|
-79,993
|
-16%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$18.7M
|
+$17.4M
|
+350,867
|
+1,270%
|
|
|
15
|
|
$17.3M
|
+$17.4M
|
+350,500
|
New
|
|
|
16
|
Rockbridge Investment Management
Syracuse,
New York
|
$16.5M
|
+$3.55M
|
+71,709
|
+27%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.1M
|
+$3.13M
|
+63,177
|
+24%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$15.1M
|
-$1.35M
|
-27,277
|
-8%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.6M
|
-$990K
|
-19,972
|
-6%
|
|
|
20
|
|
$13.9M
|
+$5.07M
|
+102,387
|
+63%
|
|
|
21
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$13.5M
|
-$6.15M
|
-124,144
|
-31%
|
|
|
22
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$13.4M
|
-$2.76M
|
-55,674
|
-17%
|
|
|
23
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13.2M
|
-$1.07M
|
-21,619
|
-8%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
+$6.25M
|
+126,035
|
+96%
|
|
|
25
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$12.1M
|
+$910K
|
+18,363
|
+8%
|
|
