|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.05B
|
+$47.3M
|
+1,212,357
|
+5%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$155M
|
+$10.8M
|
+278,150
|
+8%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$127M
|
+$10.3M
|
+264,312
|
+9%
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
$94.2M
|
+$770K
|
+19,739
|
+0.8%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$90.3M
|
+$10.3M
|
+263,403
|
+13%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$71.3M
|
-$6.07M
|
-155,757
|
-8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.9M
|
+$8.38M
|
+214,842
|
+16%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$58M
|
-$483K
|
-12,390
|
-0.8%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$52M
|
-$493K
|
-12,632
|
-0.9%
|
|
|
10
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$34.9M
|
+$6.3M
|
+161,632
|
+22%
|
|
|
11
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$34.8M
|
+$2.46M
|
+63,034
|
+8%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$32.2M
|
-$642K
|
-16,461
|
-2%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$28.1M
|
+$2.11M
|
+54,174
|
+8%
|
|
|
14
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$23.7M
|
+$2.04M
|
+52,260
|
+10%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$19.2M
|
+$6.92M
|
+177,380
|
+57%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$18.9M
|
-$870K
|
-22,298
|
-4%
|
|
|
17
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$17.7M
|
+$1.73M
|
+44,379
|
+11%
|
|
|
18
|
Southern Wealth Management
Dallas,
Texas
|
$17M
|
+$707K
|
+18,124
|
+4%
|
|
|
19
|
Rockbridge Investment Management
Syracuse,
New York
|
$16.8M
|
+$550K
|
+14,102
|
+3%
|
|
|
20
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13.9M
|
+$2.09M
|
+53,655
|
+18%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.6M
|
-$2.36M
|
-60,465
|
-16%
|
|
|
22
|
Mission Wealth Management
Santa Barbara,
California
|
$11.4M
|
-$531K
|
-13,623
|
-5%
|
|
|
23
|
IndexIQ Advisors
New York
|
$11.4M
|
+$10.7M
|
+274,825
|
+2,094%
|
|
|
24
|
Portfolio Solutions
Royal Oak,
Michigan
|
$9.74M
|
+$309K
|
+7,917
|
+3%
|
|
|
25
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$9.14M
|
+$1.9M
|
+48,627
|
+27%
|
|
