|
1
|
Charles Schwab
San Francisco,
California
|
$1.41B
|
+$1.38B
|
+38,653,982
|
+3,817%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$159M
|
+$1.83M
|
+51,310
|
+1%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$124M
|
-$5.02M
|
-140,930
|
-4%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$83.5M
|
+$2.66M
|
+74,498
|
+3%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$64.6M
|
+$32.1M
|
+900,617
|
+99%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.3M
|
-$3.56M
|
-99,786
|
-5%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$57.4M
|
-$1.33M
|
-37,443
|
-2%
|
|
|
8
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$54.7M
|
+$3.59M
|
+100,761
|
+7%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$53.3M
|
+$53.4M
|
+1,498,932
|
New
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$49.6M
|
-$438K
|
-12,279
|
-0.9%
|
|
|
11
|
|
$46M
|
+$6.84M
|
+191,902
|
+17%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$42.7M
|
-$681K
|
-19,113
|
-2%
|
|
|
13
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$39M
|
+$8.33M
|
+233,657
|
+27%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$37.4M
|
+$395K
|
+11,095
|
+1%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$31.3M
|
-$298K
|
-8,371
|
-0.9%
|
|
|
16
|
Rockbridge Investment Management
Syracuse,
New York
|
$26.8M
|
+$744K
|
+20,868
|
+3%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$22.7M
|
+$153K
|
+4,285
|
+0.7%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.2M
|
-$2.63M
|
-73,781
|
-11%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.9M
|
-$862K
|
-24,171
|
-4%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$19.3M
|
+$527K
|
+14,784
|
+3%
|
|
|
21
|
Tradewinds Capital Management
Bellingham,
Washington
|
$16.9M
|
+$16.8M
|
+470,332
|
+9,103%
|
|
|
22
|
GHP Investment Advisors
Denver,
Colorado
|
$16.8M
|
+$117K
|
+3,286
|
+0.7%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.3M
|
-$898K
|
-25,207
|
-6%
|
|
|
24
|
JFG Wealth Management
Denver,
Colorado
|
$14.2M
|
+$2M
|
+56,253
|
+16%
|
|
|
25
|
Vise Technologies
New York
|
$12.3M
|
+$1.29M
|
+36,167
|
+12%
|
|
