|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$792M
|
+$119M
|
+7,562,924
|
+18%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$118M
|
+$17.3M
|
+1,093,732
|
+17%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$65.6M
|
+$62.2M
|
+3,936,524
|
+2,303%
|
|
|
4
|
|
$39.8M
|
-$2.43M
|
-154,056
|
-6%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.3M
|
+$2.95M
|
+186,856
|
+8%
|
|
|
6
|
|
$30.7M
|
+$2.68M
|
+169,588
|
+10%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$28.7M
|
+$3.56M
|
+225,332
|
+14%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$27.2M
|
-$443K
|
-28,020
|
-2%
|
|
|
9
|
Alpha Capital Management
Austin,
Texas
|
$25.2M
|
+$24.6M
|
+1,554,712
|
+6,221%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.6M
|
+$1.43M
|
+90,492
|
+7%
|
|
|
11
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$23.1M
|
-$4.31M
|
-272,684
|
-16%
|
|
|
12
|
Piershale Financial Group
Barrington,
Illinois
|
$22.3M
|
–
|
–
|
–
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$18.5M
|
+$2.36M
|
+149,628
|
+15%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$18M
|
+$312K
|
+19,724
|
+2%
|
|
|
15
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$16.7M
|
+$1.48M
|
+93,988
|
+10%
|
|
|
16
|
Financial Engines Advisors
Santa Clara,
California
|
$16.4M
|
+$16.2M
|
+1,026,176
|
New
|
|
|
17
|
Geneva Advisors
Chicago,
Illinois
|
$15.9M
|
-$1.24M
|
-78,296
|
-7%
|
|
|
18
|
AJ Wealth Strategies
New York
|
$15.8M
|
+$1.88M
|
+119,304
|
+14%
|
|
|
19
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$14M
|
+$1.02M
|
+64,864
|
+8%
|
|
|
20
|
SVA Wealth Management
Madison,
Wisconsin
|
$13.8M
|
+$48.5K
|
+3,072
|
+0.4%
|
|
|
21
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$12.8M
|
+$869K
|
+54,988
|
+7%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$12.6M
|
+$1.57M
|
+99,332
|
+14%
|
|
|
23
|
Moneywise Inc
Forest,
Virginia
|
$11M
|
+$342K
|
+21,644
|
+3%
|
|
|
24
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$10.2M
|
+$71.9K
|
+4,552
|
+0.7%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$9.59M
|
-$61.6M
|
-3,900,300
|
-87%
|
|
