|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$91.8M
|
-$86.6M
|
-2,424,480
|
-49%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$89.6M
|
-$12.7M
|
-355,368
|
-12%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$72.9M
|
+$26.8M
|
+750,372
|
+59%
|
|
|
4
|
SageView Advisory Group
Newport Beach,
California
|
$64.4M
|
+$4.66M
|
+130,557
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.3M
|
-$410K
|
-11,469
|
-0.7%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$53.1M
|
-$2.1M
|
-58,736
|
-4%
|
|
|
7
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$49.3M
|
-$1.29M
|
-36,099
|
-3%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$46.8M
|
-$704K
|
-19,717
|
-1%
|
|
|
9
|
|
$44.9M
|
-$24.2M
|
-678,920
|
-35%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$41.7M
|
-$2.59M
|
-72,663
|
-6%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$41.5M
|
+$4.3M
|
+120,509
|
+12%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$38.9M
|
+$2.46M
|
+68,946
|
+7%
|
|
|
13
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$31.5M
|
-$492K
|
-13,793
|
-2%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$28.6M
|
-$4.59M
|
-128,559
|
-14%
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$23M
|
+$1.87M
|
+52,359
|
+9%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$22M
|
-$169K
|
-4,740
|
-0.8%
|
|
|
17
|
GHP Investment Advisors
Denver,
Colorado
|
$17M
|
+$15.2K
|
+427
|
+0.1%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$16.5M
|
+$1.6M
|
+44,735
|
+11%
|
|
|
19
|
|
$16.1M
|
+$1.94M
|
+54,314
|
+14%
|
|
|
20
|
JFG Wealth Management
Denver,
Colorado
|
$14.8M
|
+$1.82M
|
+51,053
|
+14%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.7M
|
-$260K
|
-7,271
|
-2%
|
|
|
22
|
Charles Schwab Trust
Henderson,
Nevada
|
$13.3M
|
+$847K
|
+23,730
|
+7%
|
|
|
23
|
Rockbridge Investment Management
Syracuse,
New York
|
$12.7M
|
-$1.41M
|
-39,368
|
-10%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$12.3M
|
+$807K
|
+22,600
|
+7%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
-$1.65M
|
-46,255
|
-13%
|
|
