|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$125M
|
-$822K
|
-15,872
|
-0.6%
|
|
|
2
|
|
$98.1M
|
+$8.45M
|
+163,152
|
+9%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$63.6M
|
+$11.7M
|
+225,835
|
+22%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.6M
|
-$8.18M
|
-157,931
|
-14%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$46.2M
|
+$1.07M
|
+20,592
|
+2%
|
|
|
6
|
Fiducient Advisors
Chicago,
Illinois
|
$35.4M
|
+$183K
|
+3,537
|
+0.5%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$31.5M
|
+$3M
|
+58,011
|
+10%
|
|
|
8
|
|
$30.6M
|
-$275K
|
-5,306
|
-0.9%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.5M
|
-$1.18M
|
-22,815
|
-4%
|
|
|
10
|
Choreo LLC
Rockford,
Illinois
|
$27.8M
|
-$611K
|
-11,810
|
-2%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$21.4M
|
-$79.2K
|
-1,529
|
-0.4%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$21.2M
|
+$6.45M
|
+124,634
|
+42%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$19.4M
|
+$270K
|
+5,221
|
+1%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.7M
|
+$2.36M
|
+45,563
|
+14%
|
|
|
15
|
Rockbridge Investment Management
Syracuse,
New York
|
$18.1M
|
+$1.35M
|
+26,103
|
+8%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$17.3M
|
+$1.95M
|
+37,724
|
+12%
|
|
|
17
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$15.8M
|
+$2.22M
|
+42,792
|
+16%
|
|
|
18
|
|
$15.3M
|
+$2.03M
|
+39,196
|
+15%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.5M
|
+$2.17M
|
+41,909
|
+17%
|
|
|
20
|
|
$13.4M
|
-$4.39M
|
-84,848
|
-24%
|
|
|
21
|
Schroder Investment Management Group
London,
United Kingdom
|
$13.4M
|
+$10.4M
|
+200,000
|
+308%
|
|
|
22
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$12.7M
|
+$364K
|
+7,041
|
+3%
|
|
|
23
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$12.5M
|
-$1.22M
|
-23,595
|
-9%
|
|
|
24
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$11.9M
|
-$1.62M
|
-31,324
|
-12%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.1M
|
-$22.3M
|
-431,369
|
-66%
|
|
