|
1
|
Corient Private Wealth
Miami,
Florida
|
$1.4B
|
+$1.23B
|
+31,625,161
|
+2,721%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$146M
|
+$53.8M
|
+1,388,835
|
+68%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$98M
|
-$7.57M
|
-195,479
|
-8%
|
|
|
4
|
SageView Advisory Group
Newport Beach,
California
|
$82.7M
|
+$5.05M
|
+130,245
|
+7%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64.3M
|
-$40.6M
|
-1,049,264
|
-41%
|
|
|
6
|
|
$58.4M
|
+$4.63M
|
+119,415
|
+10%
|
|
|
7
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$57.7M
|
-$736K
|
-19,005
|
-1%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$56.5M
|
-$5.92M
|
-152,914
|
-10%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$52.5M
|
-$2.74M
|
-70,683
|
-5%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$49.4M
|
+$143K
|
+3,688
|
+0.3%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$42.6M
|
-$3.28M
|
-84,629
|
-8%
|
|
|
12
|
Choreo LLC
Rockford,
Illinois
|
$33.5M
|
-$372K
|
-9,616
|
-1%
|
|
|
13
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$32.6M
|
-$4.38M
|
-113,185
|
-13%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$29.8M
|
+$2.21M
|
+56,955
|
+9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.7M
|
-$32.7M
|
-845,059
|
-55%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$26.3M
|
+$118K
|
+3,037
|
+0.5%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$26M
|
+$6.02M
|
+155,321
|
+34%
|
|
|
18
|
Redwood Investment Management
Scottsdale,
Arizona
|
$22.3M
|
+$11.4M
|
+294,605
|
+129%
|
|
|
19
|
GHP Investment Advisors
Denver,
Colorado
|
$20M
|
-$150K
|
-3,875
|
-0.8%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.4M
|
-$119K
|
-3,084
|
-0.8%
|
|
|
21
|
JFG Wealth Management
Denver,
Colorado
|
$16.7M
|
-$770K
|
-19,884
|
-5%
|
|
|
22
|
CSM Advisors
Warrendale,
Pennsylvania
|
$16.7M
|
+$15.2M
|
+391,600
|
New
|
|
|
23
|
Charles Schwab Trust
Henderson,
Nevada
|
$16.1M
|
+$327K
|
+8,448
|
+2%
|
|
|
24
|
Vise Technologies
New York
|
$15.9M
|
+$14.5M
|
+374,149
|
New
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$14.7M
|
+$90.4K
|
+2,335
|
+0.7%
|
|
