|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$555M
|
+$78.8M
|
+9,670,878
|
+16%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$156M
|
-$13.3M
|
-1,630,146
|
-8%
|
|
|
3
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$80M
|
+$1.03M
|
+126,450
|
+1%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$68.9M
|
+$948K
|
+116,286
|
+1%
|
|
|
5
|
Financial Management Professionals
Austin,
Texas
|
$65.2M
|
+$36.3M
|
+4,456,902
|
+124%
|
|
|
6
|
|
$46.9M
|
+$25.4M
|
+3,110,184
|
+116%
|
|
|
7
|
Cobblestone Capital Advisors
Rochester,
New York
|
$42.6M
|
+$1.65M
|
+202,926
|
+4%
|
|
|
8
|
Evermay Wealth Management
Arlington,
Virginia
|
$38.9M
|
-$1.13M
|
-138,084
|
-3%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$34.3M
|
+$962K
|
+117,960
|
+3%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$23.3M
|
+$21.7M
|
+2,659,296
|
+1,240%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$21.8M
|
+$5.26M
|
+645,480
|
+32%
|
|
|
12
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$21.5M
|
+$21.6M
|
+2,650,602
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$21M
|
+$3.91M
|
+480,144
|
+23%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
+$6.24M
|
+765,474
|
+48%
|
|
|
15
|
Courage Miller Partners
Norfolk,
Virginia
|
$18.1M
|
+$985K
|
+120,768
|
+6%
|
|
|
16
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$18M
|
+$18.2M
|
+2,229,336
|
New
|
|
|
17
|
Planning Alternatives
Birmingham,
Michigan
|
$16.4M
|
+$1.51M
|
+185,172
|
+10%
|
|
|
18
|
Buffington Mohr McNeal
Boise,
Idaho
|
$15.8M
|
+$381K
|
+46,716
|
+2%
|
|
|
19
|
Financial Consulate
Hunt Valley,
Maryland
|
$15.8M
|
+$604K
|
+74,124
|
+4%
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$15.7M
|
+$15.8M
|
+1,940,700
|
New
|
|
|
21
|
Parsec Financial Management
Asheville,
North Carolina
|
$14.6M
|
+$629K
|
+77,100
|
+4%
|
|
|
22
|
CWH Capital Management
Spokane,
Washington
|
$14.6M
|
+$175K
|
+21,504
|
+1%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$14.4M
|
+$10.1M
|
+1,237,974
|
+230%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.3M
|
+$1.4M
|
+171,378
|
+11%
|
|
|
25
|
Piershale Financial Group
Barrington,
Illinois
|
$12.7M
|
+$12.8M
|
+1,567,212
|
New
|
|
