|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$747M
|
+$87.5M
|
+10,642,404
|
+13%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$171M
|
+$3.6M
|
+437,718
|
+2%
|
|
|
3
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$100M
|
+$1.01M
|
+123,330
|
+1%
|
|
|
4
|
|
$86M
|
+$18.8M
|
+2,288,184
|
+28%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$71.7M
|
-$66.8K
|
-8,130
|
-0.1%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$70.2M
|
+$5.58M
|
+679,050
|
+9%
|
|
|
7
|
Cobblestone Capital Advisors
Rochester,
New York
|
$44.7M
|
-$991K
|
-120,540
|
-2%
|
|
|
8
|
Evermay Wealth Management
Arlington,
Virginia
|
$43.4M
|
+$3.02M
|
+367,206
|
+8%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$42.7M
|
-$14M
|
-1,700,028
|
-25%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$34.1M
|
+$2.05M
|
+249,864
|
+7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$30M
|
+$2.34M
|
+284,070
|
+9%
|
|
|
12
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$28.9M
|
+$2.67M
|
+324,744
|
+10%
|
|
|
13
|
Planning Alternatives
Birmingham,
Michigan
|
$24.1M
|
-$308K
|
-37,452
|
-1%
|
|
|
14
|
TD Ameritrade Trust
Denver,
Colorado
|
$20.5M
|
+$3.85M
|
+468,144
|
+23%
|
|
|
15
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$18.3M
|
+$1.11M
|
+134,652
|
+7%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.9M
|
+$1.17M
|
+141,936
|
+7%
|
|
|
17
|
Courage Miller Partners
Norfolk,
Virginia
|
$17.6M
|
+$68.6K
|
+8,346
|
+0.4%
|
|
|
18
|
Financial Consulate
Hunt Valley,
Maryland
|
$17.6M
|
+$255K
|
+30,984
|
+1%
|
|
|
19
|
JMG Financial Group
Downers Grove,
Illinois
|
$17.4M
|
-$673K
|
-81,882
|
-4%
|
|
|
20
|
SVA Wealth Management
Madison,
Wisconsin
|
$16.3M
|
+$966K
|
+117,456
|
+6%
|
|
|
21
|
Buffington Mohr McNeal
Boise,
Idaho
|
$16.3M
|
+$34K
|
+4,140
|
+0.2%
|
|
|
22
|
Parsec Financial Management
Asheville,
North Carolina
|
$16.2M
|
+$270K
|
+32,832
|
+2%
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$15M
|
-$20.1M
|
-2,448,048
|
-57%
|
|
|
24
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$14.5M
|
+$14.3M
|
+1,744,422
|
New
|
|
|
25
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$14.4M
|
+$466K
|
+56,640
|
+3%
|
|
