|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.17B
|
+$22.2M
|
+728,456
|
+2%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$152M
|
+$1.14M
|
+37,508
|
+0.8%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$115M
|
+$16.6M
|
+545,354
|
+17%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$92.2M
|
+$6.63M
|
+217,483
|
+9%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$81.6M
|
-$3.67M
|
-120,407
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.5M
|
+$1.41M
|
+46,292
|
+3%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$46.1M
|
-$320K
|
-10,513
|
-0.7%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$34.7M
|
+$33.6M
|
+1,103,157
|
New
|
|
|
9
|
Advisory Alpha
Holland,
Michigan
|
$33.5M
|
-$714K
|
-23,442
|
-2%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$33.4M
|
-$101M
|
-3,317,560
|
-76%
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$33.1M
|
-$5.57M
|
-182,903
|
-18%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$33M
|
+$449K
|
+14,747
|
+1%
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
$31.6M
|
-$176K
|
-5,781
|
-0.6%
|
|
|
14
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$31.1M
|
+$12.2M
|
+399,611
|
+68%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$26.4M
|
+$1.25M
|
+40,911
|
+5%
|
|
|
16
|
|
$22.7M
|
-$40.2M
|
-1,319,095
|
-65%
|
|
|
17
|
Southern Wealth Management
Dallas,
Texas
|
$21.2M
|
+$781K
|
+25,642
|
+4%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$19.4M
|
+$676K
|
+22,182
|
+4%
|
|
|
19
|
Rockbridge Investment Management
Syracuse,
New York
|
$18.7M
|
-$37.9K
|
-1,245
|
-0.2%
|
|
|
20
|
SageView Advisory Group
Newport Beach,
California
|
$17.9M
|
+$17.3M
|
+568,771
|
New
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$12.1M
|
+$1.92M
|
+63,177
|
+20%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
+$3.89M
|
+127,692
|
+51%
|
|
|
23
|
JFG Wealth Management
Denver,
Colorado
|
$11.2M
|
+$7.64M
|
+250,804
|
+240%
|
|
|
24
|
|
$11.1M
|
-$3.28M
|
-107,651
|
-23%
|
|
|
25
|
Aire Advisors
Beverly Hills,
California
|
$10.7M
|
+$1.22M
|
+40,137
|
+13%
|
|
