|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.1B
|
+$113M
|
+6,576,752
|
+12%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$178M
|
-$14.9M
|
-870,812
|
-8%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$96.5M
|
+$13.2M
|
+772,092
|
+16%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$53.2M
|
+$4.34M
|
+253,732
|
+9%
|
|
|
5
|
|
$42.8M
|
-$792K
|
-46,248
|
-2%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$39M
|
+$3.99M
|
+232,920
|
+12%
|
|
|
7
|
Financial Management Professionals
Austin,
Texas
|
$33.4M
|
+$32.7M
|
+1,911,908
|
+40,853%
|
|
|
8
|
TD Ameritrade Trust
Denver,
Colorado
|
$32.4M
|
+$1.12M
|
+65,264
|
+4%
|
|
|
9
|
|
$29.6M
|
-$2.78M
|
-162,228
|
-9%
|
|
|
10
|
Alpha Capital Management
Austin,
Texas
|
$27.9M
|
-$238K
|
-13,892
|
-0.9%
|
|
|
11
|
|
$27.2M
|
+$24.2M
|
+1,411,716
|
+966%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.8M
|
+$260K
|
+15,208
|
+1%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$23.1M
|
+$355K
|
+20,708
|
+2%
|
|
|
14
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$23.1M
|
-$1.02M
|
-59,680
|
-4%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$21.1M
|
+$696K
|
+40,676
|
+3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$20.8M
|
+$969K
|
+56,604
|
+5%
|
|
|
17
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$20.8M
|
+$1.57M
|
+91,488
|
+8%
|
|
|
18
|
AJ Wealth Strategies
New York
|
$20.1M
|
+$1.83M
|
+107,160
|
+10%
|
|
|
19
|
QCI Asset Management
Pittsford,
New York
|
$19.7M
|
+$1.25M
|
+73,264
|
+7%
|
|
|
20
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$17.1M
|
+$561K
|
+32,744
|
+3%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$17M
|
+$1.5M
|
+87,612
|
+10%
|
|
|
22
|
GFS Private Wealth
Clearwater,
Florida
|
$15.6M
|
+$15.3M
|
+896,276
|
New
|
|
|
23
|
SVA Wealth Management
Madison,
Wisconsin
|
$14.9M
|
-$32.7K
|
-1,912
|
-0.2%
|
|
|
24
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$14.9M
|
+$819K
|
+47,844
|
+6%
|
|
|
25
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$14.7M
|
+$126K
|
+7,380
|
+0.9%
|
|
