|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.07B
|
+$164M
|
+4,739,911
|
+16%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$149M
|
+$9.1M
|
+262,823
|
+6%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$134M
|
+$5.91M
|
+170,592
|
+4%
|
|
|
4
|
TIAA FSB
Jacksonville,
Florida
|
$101M
|
+$12.5M
|
+362,299
|
+13%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$101M
|
+$19.9M
|
+573,816
|
+22%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$74.3M
|
+$11.6M
|
+334,441
|
+16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.2M
|
+$9.88M
|
+285,126
|
+19%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$46.7M
|
-$1.24M
|
-35,720
|
-2%
|
|
|
9
|
Advisory Alpha
Holland,
Michigan
|
$31.5M
|
+$2.57M
|
+74,293
|
+8%
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
$30.8M
|
-$8.54M
|
-246,713
|
-20%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$30.2M
|
+$1.82M
|
+52,672
|
+6%
|
|
|
12
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$29.8M
|
-$323K
|
-9,326
|
-1%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$27.7M
|
-$1.72M
|
-49,606
|
-5%
|
|
|
14
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$25.3M
|
+$2.17M
|
+62,703
|
+8%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$22.7M
|
-$1.61M
|
-46,585
|
-6%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$18M
|
-$950K
|
-27,420
|
-5%
|
|
|
17
|
Rockbridge Investment Management
Syracuse,
New York
|
$17.8M
|
+$795K
|
+22,959
|
+4%
|
|
|
18
|
|
$12M
|
+$4.48M
|
+129,321
|
+51%
|
|
|
19
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$10.2M
|
-$10.6M
|
-306,489
|
-48%
|
|
|
20
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$9.81M
|
+$3.18M
|
+91,959
|
+41%
|
|
|
21
|
Southern Wealth Management
Dallas,
Texas
|
$9.68M
|
+$1.46M
|
+42,217
|
+16%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$9.66M
|
-$775K
|
-22,378
|
-7%
|
|
|
23
|
Vise Technologies
New York
|
$9.43M
|
+$4.47M
|
+129,121
|
+75%
|
|
|
24
|
Parcion Private Wealth
Bellevue,
Washington
|
$8.88M
|
+$780K
|
+22,509
|
+9%
|
|
|
25
|
JFG Wealth Management
Denver,
Colorado
|
$8.87M
|
+$1.15M
|
+33,229
|
+13%
|
|
