|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$165M
|
+$9.02M
|
+205,346
|
+6%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$108M
|
+$3.32M
|
+75,589
|
+3%
|
|
|
3
|
SageView Advisory Group
Newport Beach,
California
|
$87.2M
|
-$437K
|
-9,950
|
-0.5%
|
|
|
4
|
|
$71.3M
|
+$8.64M
|
+196,748
|
+14%
|
|
|
5
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$65.9M
|
+$4.11M
|
+93,596
|
+7%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$65.1M
|
-$3.47M
|
-78,937
|
-5%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$56.1M
|
-$3.78K
|
-86
|
-0%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$54M
|
-$6.12M
|
-139,300
|
-11%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$50M
|
-$2.7M
|
-61,554
|
-5%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$43.4M
|
-$2.02M
|
-45,936
|
-5%
|
|
|
11
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$36M
|
+$1.14M
|
+25,856
|
+3%
|
|
|
12
|
Choreo LLC
Rockford,
Illinois
|
$34.8M
|
-$961K
|
-21,882
|
-3%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$33.1M
|
+$1.28M
|
+29,248
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.6M
|
+$817K
|
+18,611
|
+3%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$31M
|
+$3.18M
|
+72,410
|
+12%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$27.9M
|
-$166K
|
-3,790
|
-0.6%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$27.9M
|
-$1.41B
|
-32,174,371
|
-98%
|
|
|
18
|
GHP Investment Advisors
Denver,
Colorado
|
$21.3M
|
-$90.2K
|
-2,055
|
-0.4%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$18.4M
|
+$1.18M
|
+26,768
|
+7%
|
|
|
20
|
Redwood Investment Management
Scottsdale,
Arizona
|
$18.4M
|
-$5.22M
|
-118,803
|
-23%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$18M
|
+$2.8M
|
+63,696
|
+19%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18M
|
-$539K
|
-12,270
|
-3%
|
|
|
23
|
CSM Advisors
Warrendale,
Pennsylvania
|
$17.8M
|
–
|
–
|
–
|
|
|
24
|
JFG Wealth Management
Denver,
Colorado
|
$17.2M
|
-$640K
|
-14,579
|
-4%
|
|
|
25
|
Vise Technologies
New York
|
$16.9M
|
-$128K
|
-2,908
|
-0.8%
|
|
