|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$171M
|
+$9.95M
|
+273,109
|
+6%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$97.9M
|
-$12M
|
-330,346
|
-10%
|
|
|
3
|
|
$66.3M
|
+$32.1M
|
+881,618
|
+84%
|
|
|
4
|
SageView Advisory Group
Newport Beach,
California
|
$57.1M
|
+$14.7M
|
+403,382
|
+32%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.3M
|
+$1.66M
|
+45,487
|
+3%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$52.8M
|
+$322K
|
+8,843
|
+0.6%
|
|
|
7
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$48.4M
|
+$1.52M
|
+41,672
|
+3%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$45.4M
|
-$1.6M
|
-43,854
|
-3%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$44M
|
-$9M
|
-247,160
|
-16%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$42.4M
|
+$476K
|
+13,073
|
+1%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$35.6M
|
-$540K
|
-14,815
|
-1%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$34.8M
|
+$2.93M
|
+80,351
|
+9%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$31.8M
|
+$1.85M
|
+50,849
|
+6%
|
|
|
14
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$30.6M
|
-$7.91M
|
-217,023
|
-20%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$21.2M
|
+$101K
|
+2,778
|
+0.5%
|
|
|
16
|
Empirical Wealth Management
Seattle,
Washington
|
$20.2M
|
+$1.08M
|
+29,622
|
+5%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.5M
|
-$581K
|
-15,950
|
-3%
|
|
|
18
|
GHP Investment Advisors
Denver,
Colorado
|
$16.3M
|
+$410K
|
+11,263
|
+2%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.4M
|
-$512K
|
-14,055
|
-3%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.2M
|
+$3.4M
|
+93,313
|
+29%
|
|
|
21
|
|
$13.6M
|
+$2.49M
|
+68,417
|
+21%
|
|
|
22
|
Rockbridge Investment Management
Syracuse,
New York
|
$13.5M
|
-$5.2M
|
-142,710
|
-27%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
+$20.9K
|
+574
|
+0.2%
|
|
|
24
|
Vise Technologies
New York
|
$12.6M
|
+$912K
|
+25,040
|
+7%
|
|
|
25
|
JFG Wealth Management
Denver,
Colorado
|
$12.4M
|
-$850K
|
-23,335
|
-6%
|
|
