|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.24B
|
+$20.1M
|
+592,292
|
+2%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$135M
|
+$7.43M
|
+219,255
|
+6%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$117M
|
-$1.52M
|
-44,954
|
-1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.7M
|
+$13.9M
|
+409,908
|
+29%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$52.4M
|
+$55.1M
|
+1,625,736
|
New
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$45.7M
|
-$2.24M
|
-66,233
|
-4%
|
|
|
7
|
|
$44.8M
|
-$1.46M
|
-43,067
|
-3%
|
|
|
8
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$42.4M
|
+$4.04M
|
+119,241
|
+10%
|
|
|
9
|
Advisory Alpha
Holland,
Michigan
|
$40.4M
|
+$3.36M
|
+99,150
|
+9%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$38.1M
|
+$2.53M
|
+74,569
|
+7%
|
|
|
11
|
SageView Advisory Group
Newport Beach,
California
|
$37.5M
|
+$684K
|
+20,173
|
+2%
|
|
|
12
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$37.3M
|
+$15.6M
|
+460,735
|
+66%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$33.7M
|
-$93.5K
|
-2,760
|
-0.3%
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$32.2M
|
-$56.7K
|
-1,673
|
-0.2%
|
|
|
15
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$30.4M
|
-$263K
|
-7,769
|
-0.8%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$29.7M
|
-$605K
|
-17,860
|
-2%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$28.3M
|
+$694K
|
+20,485
|
+2%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.3M
|
+$29.7M
|
+876,225
|
New
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.8M
|
+$8.15M
|
+240,489
|
+46%
|
|
|
20
|
Rockbridge Investment Management
Syracuse,
New York
|
$21.4M
|
+$417K
|
+12,320
|
+2%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$19.9M
|
-$237K
|
-7,005
|
-1%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.2M
|
+$12.4M
|
+365,503
|
+268%
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$14.2M
|
+$83.2K
|
+2,455
|
+0.5%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$12.8M
|
+$2.67M
|
+78,916
|
+25%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
-$125K
|
-3,684
|
-1%
|
|
