|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.16B
|
+$55.3M
|
+1,324,354
|
+5%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$165M
|
+$1.45M
|
+34,710
|
+0.9%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$141M
|
+$7.43M
|
+177,958
|
+6%
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
$99.4M
|
+$59.5K
|
+1,425
|
+0.1%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$97.2M
|
+$1.86M
|
+44,472
|
+2%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$78.1M
|
+$4.58M
|
+109,722
|
+6%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$60.6M
|
-$571K
|
-13,689
|
-0.9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.2M
|
-$6.25M
|
-149,663
|
-9%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$53.5M
|
-$1.32M
|
-31,714
|
-2%
|
|
|
10
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$39.8M
|
+$2.97M
|
+71,277
|
+8%
|
|
|
11
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$35.3M
|
+$13.6K
|
+325
|
+0%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$34M
|
-$35.5K
|
-851
|
-0.1%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$31.4M
|
+$1.75M
|
+42,035
|
+6%
|
|
|
14
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$30.6M
|
+$4.93M
|
+118,086
|
+20%
|
|
|
15
|
Tradewinds Capital Management
Bellingham,
Washington
|
$25.7M
|
+$25.8M
|
+617,146
|
+46,159%
|
|
|
16
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$21.5M
|
+$2.8M
|
+67,130
|
+15%
|
|
|
17
|
Advisory Alpha
Holland,
Michigan
|
$21.2M
|
+$981K
|
+23,493
|
+5%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$20M
|
-$6.84K
|
-164
|
-0%
|
|
|
19
|
Rockbridge Investment Management
Syracuse,
New York
|
$19.2M
|
+$1.51M
|
+36,155
|
+8%
|
|
|
20
|
Southern Wealth Management
Dallas,
Texas
|
$18.6M
|
+$194K
|
+4,645
|
+1%
|
|
|
21
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$16.7M
|
+$2.02M
|
+48,504
|
+14%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13.6M
|
+$301K
|
+7,209
|
+2%
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$11.8M
|
-$230K
|
-5,522
|
-2%
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11.5M
|
+$1.85M
|
+44,216
|
+19%
|
|
|
25
|
Portfolio Solutions
Royal Oak,
Michigan
|
$10M
|
-$510K
|
-12,224
|
-5%
|
|
