|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$798M
|
+$13.5M
|
+424,691
|
+2%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$109M
|
+$32.8M
|
+1,031,633
|
+43%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$103M
|
+$4.95M
|
+155,457
|
+5%
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$37.7M
|
+$2.96M
|
+93,097
|
+9%
|
|
|
5
|
IndexIQ Advisors
New York
|
$29.1M
|
+$1.87M
|
+58,718
|
+7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.8M
|
+$23.2M
|
+728,960
|
+646%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$14.3M
|
-$1.19M
|
-37,490
|
-8%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$13.7M
|
+$554K
|
+17,412
|
+4%
|
|
|
9
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$13.1M
|
+$30K
|
+944
|
+0.2%
|
|
|
10
|
Choreo LLC
Rockford,
Illinois
|
$11.9M
|
+$387K
|
+12,149
|
+3%
|
|
|
11
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$11.8M
|
-$133K
|
-4,194
|
-1%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.8M
|
+$1.66M
|
+52,042
|
+16%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
-$572K
|
-17,958
|
-5%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.9M
|
-$19.8M
|
-622,592
|
-65%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$10.6M
|
+$5.32M
|
+167,144
|
+100%
|
|
|
16
|
|
$10.5M
|
-$998K
|
-31,350
|
-9%
|
|
|
17
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$8.81M
|
-$197K
|
-6,202
|
-2%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$8.76M
|
+$8.77M
|
+275,607
|
New
|
|
|
19
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$8.67M
|
+$350K
|
+10,997
|
+4%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$8.48M
|
+$3.32M
|
+104,371
|
+64%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$8.21M
|
+$395K
|
+12,405
|
+5%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$8.06M
|
+$8.07M
|
+253,599
|
New
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$7.22M
|
-$355K
|
-11,156
|
-5%
|
|
|
24
|
Financial Consulate
Hunt Valley,
Maryland
|
$7.19M
|
+$80.8K
|
+2,539
|
+1%
|
|
|
25
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$7.03M
|
-$112K
|
-3,532
|
-2%
|
|
