|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$113M
|
-$2.34M
|
-45,709
|
-2%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$84.9M
|
+$20M
|
+391,690
|
+28%
|
|
|
3
|
|
$80.9M
|
-$5.04M
|
-98,393
|
-5%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$39.9M
|
-$1.67M
|
-32,576
|
-4%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.3M
|
+$17.1M
|
+333,763
|
+73%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$35.9M
|
+$27.9M
|
+544,608
|
+252%
|
|
|
7
|
|
$32.3M
|
+$1.98M
|
+38,637
|
+6%
|
|
|
8
|
Fiducient Advisors
Chicago,
Illinois
|
$30.4M
|
-$3.89M
|
-76,106
|
-11%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$30.1M
|
+$1.12M
|
+21,840
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.8M
|
-$2.39M
|
-46,641
|
-7%
|
|
|
11
|
Choreo LLC
Rockford,
Illinois
|
$25.9M
|
-$299K
|
-5,844
|
-1%
|
|
|
12
|
Advisory Alpha
Holland,
Michigan
|
$23.7M
|
+$2.15M
|
+42,060
|
+9%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$23.3M
|
+$5.16M
|
+100,746
|
+26%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$23M
|
+$3.57M
|
+69,717
|
+17%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
$18.8M
|
+$1.58M
|
+30,870
|
+8%
|
|
|
16
|
Rockbridge Investment Management
Syracuse,
New York
|
$18.4M
|
+$691K
|
+13,504
|
+4%
|
|
|
17
|
Financial & Tax Architects
St Louis,
Missouri
|
$16.5M
|
+$17.9M
|
+349,702
|
New
|
|
|
18
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$16.5M
|
+$1.32M
|
+25,805
|
+8%
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$15.3M
|
+$16.6M
|
+323,729
|
New
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.2M
|
+$190K
|
+3,706
|
+1%
|
|
|
21
|
Heritage Financial Services
Westwood,
Massachusetts
|
$14.4M
|
+$3.54M
|
+69,093
|
+29%
|
|
|
22
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13.4M
|
-$400K
|
-7,822
|
-3%
|
|
|
23
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$12.5M
|
+$622K
|
+12,164
|
+5%
|
|
|
24
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$12.5M
|
+$3.46M
|
+67,600
|
+38%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
+$4.74M
|
+92,688
|
+55%
|
|
