|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
$203M
|
+$210M
|
+4,334,063
|
New
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$137M
|
+$81.4M
|
+1,684,044
|
+134%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$93.9M
|
-$7.09M
|
-146,656
|
-7%
|
|
|
4
|
|
$85.8M
|
+$24.3M
|
+503,475
|
+38%
|
|
|
5
|
SageView Advisory Group
Newport Beach,
California
|
$83.2M
|
+$1.3M
|
+26,980
|
+2%
|
|
|
6
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$76.9M
|
+$2.05M
|
+42,294
|
+3%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$72.8M
|
+$26.9M
|
+555,641
|
+53%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.7M
|
-$1.69M
|
-34,983
|
-3%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$54.2M
|
-$3.77M
|
-77,912
|
-6%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$51.4M
|
-$216K
|
-4,465
|
-0.4%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$47.9M
|
-$244K
|
-5,055
|
-0.5%
|
|
|
12
|
Empirical Wealth Management
Seattle,
Washington
|
$40.1M
|
+$3.87M
|
+79,946
|
+10%
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$38.2M
|
+$555K
|
+11,471
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.5M
|
+$10.4M
|
+215,334
|
+40%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$29.6M
|
-$29.1M
|
-601,225
|
-49%
|
|
|
16
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$28.2M
|
-$6.64M
|
-137,324
|
-19%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$28.2M
|
-$211K
|
-4,358
|
-0.7%
|
|
|
18
|
GHP Investment Advisors
Denver,
Colorado
|
$22.3M
|
-$17K
|
-352
|
-0.1%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$20.5M
|
+$770K
|
+15,912
|
+4%
|
|
|
20
|
Vise Technologies
New York
|
$19.6M
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$18.8M
|
+$306K
|
+6,323
|
+2%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.7M
|
-$317K
|
-6,559
|
-2%
|
|
|
23
|
|
$17.3M
|
-$6.49M
|
-134,101
|
-27%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$16.9M
|
+$179K
|
+3,700
|
+1%
|
|
|
25
|
Diversify Wealth Management
Sandy,
Utah
|
$15.4M
|
+$5.66M
|
+116,947
|
+59%
|
|
