|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$647M
|
+$83.6M
|
+10,828,134
|
+16%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$164M
|
+$6.9M
|
+893,982
|
+5%
|
|
|
3
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$97.6M
|
+$16.2M
|
+2,104,164
|
+21%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$70.4M
|
+$1.14M
|
+147,240
|
+2%
|
|
|
5
|
|
$65.7M
|
+$17.6M
|
+2,276,250
|
+39%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$63.4M
|
+$40M
|
+5,185,416
|
+200%
|
|
|
7
|
Financial Management Professionals
Austin,
Texas
|
$55.8M
|
-$9.32M
|
-1,208,022
|
-15%
|
|
|
8
|
Cobblestone Capital Advisors
Rochester,
New York
|
$44.9M
|
+$1.91M
|
+247,092
|
+5%
|
|
|
9
|
Evermay Wealth Management
Arlington,
Virginia
|
$39.6M
|
+$461K
|
+59,742
|
+1%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$34.7M
|
+$164K
|
+21,222
|
+0.5%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$31.3M
|
+$8.86M
|
+1,147,218
|
+43%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.1M
|
+$7.44M
|
+964,416
|
+41%
|
|
|
13
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$25.7M
|
+$3.88M
|
+502,806
|
+19%
|
|
|
14
|
Planning Alternatives
Birmingham,
Michigan
|
$24M
|
+$7.16M
|
+927,048
|
+46%
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$17.7M
|
+$5.94M
|
+769,596
|
+55%
|
|
|
16
|
Courage Miller Partners
Norfolk,
Virginia
|
$17.2M
|
-$928K
|
-120,210
|
-5%
|
|
|
17
|
Financial Consulate
Hunt Valley,
Maryland
|
$17M
|
+$1.05M
|
+135,828
|
+7%
|
|
|
18
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$16.9M
|
+$1M
|
+129,630
|
+7%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.4M
|
+$1.89M
|
+244,494
|
+14%
|
|
|
20
|
TD Ameritrade Trust
Denver,
Colorado
|
$16.3M
|
+$10.9M
|
+1,418,520
|
+242%
|
|
|
21
|
Buffington Mohr McNeal
Boise,
Idaho
|
$15.9M
|
+$18.5K
|
+2,400
|
+0.1%
|
|
|
22
|
Parsec Financial Management
Asheville,
North Carolina
|
$15.6M
|
+$861K
|
+111,540
|
+6%
|
|
|
23
|
SVA Wealth Management
Madison,
Wisconsin
|
$15.1M
|
+$3.99M
|
+517,320
|
+39%
|
|
|
24
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$15.1M
|
-$2.93M
|
-379,704
|
-17%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$14.4M
|
–
|
–
|
–
|
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