|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$190M
|
+$25M
|
+550,585
|
+15%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$98.1M
|
-$10M
|
-220,996
|
-9%
|
|
|
3
|
SageView Advisory Group
Newport Beach,
California
|
$79.9M
|
-$7.3M
|
-161,147
|
-8%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$73M
|
+$7.04M
|
+155,338
|
+11%
|
|
|
5
|
|
$72.2M
|
+$71.8M
|
+1,585,259
|
New
|
|
|
6
|
|
$60.6M
|
-$10.7M
|
-235,882
|
-15%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.8M
|
-$6.31M
|
-139,128
|
-10%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$57.1M
|
+$997K
|
+22,005
|
+2%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$56.3M
|
+$2.28M
|
+50,350
|
+4%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$50.2M
|
+$172K
|
+3,799
|
+0.3%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$47.7M
|
+$16.4M
|
+361,221
|
+53%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$46.9M
|
+$3.48M
|
+76,802
|
+8%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$37.9M
|
+$37.7M
|
+831,997
|
New
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$36.9M
|
+$1.87M
|
+41,251
|
+5%
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$35.4M
|
+$2.22M
|
+49,052
|
+7%
|
|
|
16
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$33.8M
|
-$2.24M
|
-49,418
|
-6%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$29.1M
|
+$1.14M
|
+25,061
|
+4%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$27.7M
|
-$218K
|
-4,816
|
-0.8%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.8M
|
-$7.8M
|
-172,165
|
-24%
|
|
|
20
|
|
$22.9M
|
+$12.4M
|
+274,417
|
+120%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$21.8M
|
+$427K
|
+9,416
|
+2%
|
|
|
22
|
Vise Technologies
New York
|
$19.6M
|
+$2.72M
|
+60,082
|
+16%
|
|
|
23
|
Charles Schwab Trust
Henderson,
Nevada
|
$19.2M
|
+$802K
|
+17,702
|
+4%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.5M
|
+$494K
|
+10,911
|
+3%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$18M
|
+$16.7K
|
+369
|
+0.1%
|
|
