|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
$215M
|
+$7.05M
|
+142,167
|
+3%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$186M
|
+$94.6M
|
+1,907,437
|
+95%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$136M
|
-$5.44M
|
-109,659
|
-4%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$120M
|
+$45.1M
|
+909,207
|
+57%
|
|
|
5
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$82.4M
|
+$3.28M
|
+66,036
|
+4%
|
|
|
6
|
SageView Advisory Group
Newport Beach,
California
|
$82M
|
-$3.87M
|
-78,006
|
-4%
|
|
|
7
|
|
$71.5M
|
-$17.3M
|
-349,299
|
-19%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$59.8M
|
-$673K
|
-13,574
|
-1%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$56.1M
|
+$289K
|
+5,827
|
+0.5%
|
|
|
10
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$54.4M
|
+$26.1M
|
+526,839
|
+87%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$53.1M
|
+$253K
|
+5,099
|
+0.5%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$46.3M
|
-$3.1M
|
-62,429
|
-6%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$45.8M
|
+$4.68M
|
+94,315
|
+11%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$39.2M
|
-$197K
|
-3,965
|
-0.5%
|
|
|
15
|
St Louis Trust
Saint Louis,
Missouri
|
$37M
|
+$30.8K
|
+621
|
+0.7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.7M
|
-$1.86M
|
-37,585
|
-5%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$30.1M
|
-$496K
|
-10,004
|
-2%
|
|
|
18
|
Charles Schwab Trust
Henderson,
Nevada
|
$29.8M
|
+$8.97M
|
+180,880
|
+41%
|
|
|
19
|
Pure Financial Advisors
San Diego,
California
|
$29.5M
|
+$483K
|
+9,744
|
+2%
|
|
|
20
|
Vise Technologies
New York
|
$23.6M
|
+$2.97M
|
+59,846
|
+14%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$23.2M
|
+$195K
|
+3,939
|
+0.8%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.1M
|
+$881K
|
+17,766
|
+4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$19.9M
|
+$595K
|
+11,992
|
+3%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$17.6M
|
+$233K
|
+4,688
|
+1%
|
|
|
25
|
Diversify Wealth Management
Sandy,
Utah
|
$16.7M
|
+$1.63M
|
+32,962
|
+10%
|
|
