|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.2B
|
+$42.1M
|
+990,500
|
+4%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$173M
|
+$8.92M
|
+210,022
|
+5%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$147M
|
+$6.24M
|
+147,003
|
+4%
|
|
|
4
|
TIAA FSB
Jacksonville,
Florida
|
$102M
|
+$4.68M
|
+110,082
|
+5%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$99.4M
|
+$124K
|
+2,909
|
+0.1%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$82.4M
|
+$1.36M
|
+32,047
|
+2%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$63M
|
+$2.52M
|
+59,382
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.6M
|
-$4.54M
|
-106,949
|
-7%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$52.6M
|
-$801K
|
-18,865
|
-1%
|
|
|
10
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$35.9M
|
+$613K
|
+14,435
|
+2%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$34.5M
|
+$653K
|
+15,384
|
+2%
|
|
|
12
|
Choreo LLC
Rockford,
Illinois
|
$32M
|
+$732K
|
+17,229
|
+2%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$31.5M
|
+$1.66M
|
+39,187
|
+5%
|
|
|
14
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$29.3M
|
+$7.99M
|
+188,178
|
+36%
|
|
|
15
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$27.8M
|
-$12.2M
|
-288,377
|
-30%
|
|
|
16
|
Advisory Alpha
Holland,
Michigan
|
$26M
|
+$4.91M
|
+115,476
|
+23%
|
|
|
17
|
Rockbridge Investment Management
Syracuse,
New York
|
$20.1M
|
+$915K
|
+21,541
|
+5%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$20M
|
+$110K
|
+2,585
|
+0.5%
|
|
|
19
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$18.6M
|
+$2M
|
+47,134
|
+12%
|
|
|
20
|
Southern Wealth Management
Dallas,
Texas
|
$18.1M
|
–
|
–
|
–
|
|
|
21
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$13.3M
|
+$4.63M
|
+108,899
|
+51%
|
|
|
22
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$12.4M
|
+$933K
|
+21,963
|
+8%
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$10.8M
|
-$1.04M
|
-24,571
|
-9%
|
|
|
24
|
|
$9.82M
|
+$60.6K
|
+1,426
|
+0.6%
|
|
|
25
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$9.27M
|
+$5.44K
|
+128
|
+0.1%
|
|
