|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.4B
|
+$13.2M
|
+383,496
|
+1%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$158M
|
+$4.68M
|
+135,969
|
+3%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$130M
|
-$1.67M
|
-48,562
|
-1%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$81.3M
|
+$27.2M
|
+790,686
|
+53%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$65.3M
|
-$135K
|
-3,936
|
-0.2%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$58.9M
|
+$56.6M
|
+1,644,499
|
New
|
|
|
7
|
New York Life Investment Management
New York
|
$55M
|
+$23.9M
|
+693,655
|
+82%
|
|
|
8
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$51.4M
|
+$3.27M
|
+95,171
|
+7%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$50.3M
|
-$1.18M
|
-34,229
|
-2%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$43.6M
|
+$1M
|
+29,175
|
+2%
|
|
|
11
|
|
$39.4M
|
-$9.56M
|
-278,086
|
-20%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$36.3M
|
+$320K
|
+9,293
|
+0.9%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$36.1M
|
-$205K
|
-5,962
|
-0.6%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$32.7M
|
+$359K
|
+10,435
|
+1%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$31.8M
|
-$1.02M
|
-29,604
|
-3%
|
|
|
16
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$30.9M
|
-$188K
|
-5,479
|
-0.6%
|
|
|
17
|
Rockbridge Investment Management
Syracuse,
New York
|
$26.2M
|
+$1.42M
|
+41,223
|
+6%
|
|
|
18
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$24.3M
|
-$13.4M
|
-391,098
|
-37%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24M
|
-$2.64M
|
-76,699
|
-10%
|
|
|
20
|
Pure Financial Advisors
San Diego,
California
|
$22.7M
|
+$365K
|
+10,619
|
+2%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.9M
|
+$3.57M
|
+103,768
|
+22%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$18.9M
|
+$1.29M
|
+37,628
|
+8%
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$16.8M
|
+$92.7K
|
+2,696
|
+0.6%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16.3M
|
-$12.7M
|
-368,662
|
-45%
|
|
|
25
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$14.5M
|
+$993K
|
+28,863
|
+8%
|
|
