|
1
|
|
$144M
|
+$5.2M
|
+98,232
|
+4%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$140M
|
-$4.83M
|
-91,095
|
-3%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$126M
|
-$1.21M
|
-22,825
|
-1%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55.7M
|
+$6.11M
|
+115,368
|
+13%
|
|
|
5
|
|
$45.4M
|
+$5.86M
|
+110,689
|
+15%
|
|
|
6
|
Heritage Financial Services
Westwood,
Massachusetts
|
$35.7M
|
+$11.7M
|
+221,676
|
+50%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$35.3M
|
-$4.71M
|
-88,992
|
-12%
|
|
|
8
|
Choreo LLC
Rockford,
Illinois
|
$30.2M
|
-$1.65M
|
-31,216
|
-5%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$28.1M
|
+$3.29M
|
+62,145
|
+14%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.9M
|
-$9.01M
|
-170,069
|
-25%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$26.5M
|
-$8.19M
|
-154,522
|
-24%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$24.3M
|
+$1.93M
|
+36,422
|
+9%
|
|
|
13
|
Rockbridge Investment Management
Syracuse,
New York
|
$23.8M
|
+$1.65M
|
+31,237
|
+8%
|
|
|
14
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$22.2M
|
+$4.28M
|
+80,707
|
+24%
|
|
|
15
|
Rakuten Investment Management
Tokyo,
Japan
|
$18.9M
|
+$3.16M
|
+59,700
|
+21%
|
|
|
16
|
Financial & Tax Architects
St Louis,
Missouri
|
$18M
|
+$29.6K
|
+559
|
+0.2%
|
|
|
17
|
Stephens Inc
Little Rock,
Arkansas
|
$16.7M
|
+$840K
|
+15,862
|
+5%
|
|
|
18
|
|
$16.5M
|
+$2.63M
|
+49,673
|
+19%
|
|
|
19
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$16.3M
|
+$107K
|
+2,027
|
+0.7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.5M
|
+$6.55M
|
+123,646
|
+75%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
-$11.6M
|
-218,605
|
-43%
|
|
|
22
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15.2M
|
+$10.6M
|
+200,516
|
+243%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
+$62.9K
|
+1,187
|
+0.4%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.6M
|
-$43.9K
|
-829
|
-0.3%
|
|
|
25
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$13.7M
|
+$12.8M
|
+241,803
|
+2,020%
|
|
