|
1
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$141M
|
+$137M
|
+2,734,554
|
New
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$125M
|
-$2.62M
|
-52,432
|
-2%
|
|
|
3
|
|
$93.2M
|
-$6.76M
|
-135,159
|
-7%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$72.4M
|
+$7.3M
|
+145,807
|
+12%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$45.2M
|
-$1.93M
|
-38,519
|
-4%
|
|
|
6
|
Fiducient Advisors
Chicago,
Illinois
|
$37M
|
+$934K
|
+18,666
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.7M
|
-$15.4M
|
-308,186
|
-32%
|
|
|
8
|
|
$33.2M
|
+$1.92M
|
+38,349
|
+6%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$31.6M
|
-$942K
|
-18,811
|
-3%
|
|
|
10
|
Choreo LLC
Rockford,
Illinois
|
$28.2M
|
-$179K
|
-3,575
|
-0.6%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$23.7M
|
+$1.78M
|
+35,543
|
+8%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.4M
|
+$4.21M
|
+84,188
|
+23%
|
|
|
13
|
Charles Schwab Trust
Henderson,
Nevada
|
$20.6M
|
-$89K
|
-1,778
|
-0.4%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$20.2M
|
+$420K
|
+8,395
|
+2%
|
|
|
15
|
Rockbridge Investment Management
Syracuse,
New York
|
$19.3M
|
+$867K
|
+17,331
|
+5%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$18.9M
|
+$1.26M
|
+25,092
|
+7%
|
|
|
17
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$16.6M
|
+$484K
|
+9,669
|
+3%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.4M
|
-$12.4M
|
-248,012
|
-44%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$15.1M
|
+$283K
|
+5,664
|
+2%
|
|
|
20
|
Schroder Investment Management Group
London,
United Kingdom
|
$13.6M
|
–
|
–
|
–
|
|
|
21
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$13M
|
+$16.7K
|
+334
|
+0.1%
|
|
|
22
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$12.4M
|
-$348K
|
-6,954
|
-3%
|
|
|
23
|
Heritage Financial Services
Westwood,
Massachusetts
|
$12.1M
|
+$4.22M
|
+84,238
|
+56%
|
|
|
24
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$11.8M
|
-$240K
|
-4,789
|
-2%
|
|
|
25
|
MBE Wealth Management
Tomah,
Wisconsin
|
$11.4M
|
+$175K
|
+3,496
|
+2%
|
|
