|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$909M
|
+$38.4M
|
+1,150,747
|
+5%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$134M
|
+$13.8M
|
+413,186
|
+12%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$121M
|
+$8.98M
|
+269,220
|
+8%
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$44.6M
|
+$3.4M
|
+101,874
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.2M
|
+$3.91M
|
+117,314
|
+14%
|
|
|
6
|
IndexIQ Advisors
New York
|
$29.3M
|
-$2.39M
|
-71,642
|
-8%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$16.2M
|
+$511K
|
+15,313
|
+3%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$14.8M
|
-$114K
|
-3,417
|
-0.8%
|
|
|
9
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$14.3M
|
+$84.8K
|
+2,542
|
+0.6%
|
|
|
10
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$13.8M
|
+$856K
|
+25,672
|
+7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$547K
|
+16,400
|
+4%
|
|
|
12
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$12.8M
|
-$76.6K
|
-2,297
|
-0.6%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.7M
|
+$858K
|
+25,734
|
+8%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$12.5M
|
-$458K
|
-13,741
|
-4%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$11.6M
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$11.2M
|
+$5.29M
|
+158,521
|
+97%
|
|
|
17
|
|
$10.3M
|
-$1.11M
|
-33,301
|
-10%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$9.99M
|
+$422K
|
+12,658
|
+5%
|
|
|
19
|
TIAA FSB
Jacksonville,
Florida
|
$9.92M
|
+$1.09M
|
+32,657
|
+13%
|
|
|
20
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$9.74M
|
+$130K
|
+3,908
|
+1%
|
|
|
21
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$9.65M
|
+$184K
|
+5,523
|
+2%
|
|
|
22
|
GHP Investment Advisors
Denver,
Colorado
|
$9.39M
|
+$430K
|
+12,895
|
+5%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$9.21M
|
-$32K
|
-961
|
-0.4%
|
|
|
24
|
Strategic Financial Planning
Plano,
Texas
|
$9.03M
|
+$8.69M
|
+260,466
|
New
|
|
|
25
|
Columbus Macro
New Castle,
Pennsylvania
|
$8.21M
|
+$2.25M
|
+67,512
|
+40%
|
|
