|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$948M
|
+$107M
|
+6,662,152
|
+13%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$187M
|
+$59.2M
|
+3,684,204
|
+50%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$80.2M
|
+$10.6M
|
+657,176
|
+16%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$45.8M
|
+$3.6M
|
+223,984
|
+9%
|
|
|
5
|
|
$42.1M
|
+$184K
|
+11,424
|
+0.5%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$33.7M
|
+$3.35M
|
+208,648
|
+12%
|
|
|
7
|
|
$31.3M
|
-$1M
|
-62,324
|
-3%
|
|
|
8
|
TD Ameritrade Trust
Denver,
Colorado
|
$29.6M
|
+$17.3M
|
+1,079,028
|
+162%
|
|
|
9
|
Alpha Capital Management
Austin,
Texas
|
$27.2M
|
+$593K
|
+36,900
|
+2%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.6M
|
+$697K
|
+43,348
|
+3%
|
|
|
11
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$23.5M
|
-$1.01M
|
-62,516
|
-4%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$22M
|
+$2.9M
|
+180,652
|
+16%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$19.7M
|
+$2.31M
|
+143,972
|
+14%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$19.1M
|
-$322K
|
-20,016
|
-2%
|
|
|
15
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$18.5M
|
+$896K
|
+55,704
|
+5%
|
|
|
16
|
QCI Asset Management
Pittsford,
New York
|
$17.8M
|
+$17M
|
+1,056,632
|
New
|
|
|
17
|
AJ Wealth Strategies
New York
|
$17.6M
|
+$896K
|
+55,752
|
+6%
|
|
|
18
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$15.9M
|
+$1.09M
|
+67,588
|
+8%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$14.9M
|
+$1.57M
|
+97,792
|
+12%
|
|
|
20
|
SVA Wealth Management
Madison,
Wisconsin
|
$14.4M
|
-$69.1K
|
-4,300
|
-0.5%
|
|
|
21
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$14.1M
|
+$4.56M
|
+283,516
|
+51%
|
|
|
22
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$13.6M
|
+$143K
|
+8,868
|
+1%
|
|
|
23
|
Moneywise Inc
Forest,
Virginia
|
$12M
|
+$475K
|
+29,576
|
+4%
|
|
|
24
|
Klingenstein Fields & Co
New York
|
$11M
|
+$9.81M
|
+610,084
|
+1,446%
|
|
|
25
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$10.6M
|
-$97.9K
|
-6,088
|
-1%
|
|
