|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$146M
|
+$14.5M
|
+295,954
|
+12%
|
|
|
2
|
|
$140M
|
+$42.6M
|
+870,320
|
+51%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$129M
|
+$27.8M
|
+568,833
|
+32%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.9M
|
+$6.36M
|
+129,993
|
+16%
|
|
|
5
|
Fiducient Advisors
Chicago,
Illinois
|
$43.7M
|
+$7.91M
|
+161,645
|
+25%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$40.5M
|
-$4.92M
|
-100,608
|
-12%
|
|
|
7
|
|
$39.8M
|
+$2.35M
|
+48,084
|
+7%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.3M
|
-$3.55M
|
-72,514
|
-10%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$36.6M
|
+$20.7M
|
+424,245
|
+169%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$35.1M
|
+$455K
|
+9,307
|
+1%
|
|
|
11
|
Choreo LLC
Rockford,
Illinois
|
$32.2M
|
+$2.52M
|
+51,552
|
+10%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.3M
|
-$5.18M
|
-106,015
|
-17%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$25M
|
+$3.01M
|
+61,603
|
+15%
|
|
|
14
|
Heritage Financial Services
Westwood,
Massachusetts
|
$24M
|
+$6.75M
|
+138,106
|
+45%
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$22.6M
|
-$3.54M
|
-72,436
|
-15%
|
|
|
16
|
Rockbridge Investment Management
Syracuse,
New York
|
$22.3M
|
+$1.06M
|
+21,583
|
+6%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$22M
|
-$4.29M
|
-87,649
|
-18%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$20.4M
|
-$6.18M
|
-126,455
|
-25%
|
|
|
19
|
|
$18.3M
|
+$6.02M
|
+123,013
|
+57%
|
|
|
20
|
Financial & Tax Architects
St Louis,
Missouri
|
$18.1M
|
-$780K
|
-15,955
|
-5%
|
|
|
21
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$18M
|
+$11.9M
|
+243,773
|
+279%
|
|
|
22
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$16.4M
|
-$2.33M
|
-47,632
|
-14%
|
|
|
23
|
Rakuten Investment Management
Tokyo,
Japan
|
$16M
|
+$2.04M
|
+41,700
|
+17%
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$15.9M
|
-$1.46M
|
-29,945
|
-9%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
+$976K
|
+19,959
|
+8%
|
|
