|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$907M
|
+$131M
|
+15,313,020
|
+17%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$181M
|
+$3.81M
|
+444,024
|
+2%
|
|
|
3
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$120M
|
+$15.6M
|
+1,823,004
|
+15%
|
|
|
4
|
|
$110M
|
+$20.8M
|
+2,427,810
|
+23%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$87.7M
|
+$13.3M
|
+1,550,898
|
+18%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$71.6M
|
-$1.22M
|
-142,404
|
-2%
|
|
|
7
|
Evermay Wealth Management
Arlington,
Virginia
|
$45.9M
|
+$852K
|
+99,306
|
+2%
|
|
|
8
|
|
$45.3M
|
+$42.7M
|
+4,974,720
|
+1,697%
|
|
|
9
|
Cobblestone Capital Advisors
Rochester,
New York
|
$40.7M
|
-$5.65M
|
-658,602
|
-12%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$37M
|
+$1.78M
|
+207,204
|
+5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.2M
|
+$2.06M
|
+240,216
|
+7%
|
|
|
12
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$32.4M
|
+$2.47M
|
+288,042
|
+8%
|
|
|
13
|
Planning Alternatives
Birmingham,
Michigan
|
$25.1M
|
+$107K
|
+12,504
|
+0.4%
|
|
|
14
|
TD Ameritrade Trust
Denver,
Colorado
|
$24.9M
|
+$3.59M
|
+418,626
|
+17%
|
|
|
15
|
Financial Management Professionals
Austin,
Texas
|
$20.3M
|
-$23.9M
|
-2,790,708
|
-54%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.3M
|
+$1.83M
|
+212,964
|
+10%
|
|
|
17
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$19.9M
|
+$905K
|
+105,558
|
+5%
|
|
|
18
|
Courage Miller Partners
Norfolk,
Virginia
|
$18.5M
|
+$232K
|
+27,018
|
+1%
|
|
|
19
|
JMG Financial Group
Downers Grove,
Illinois
|
$18.3M
|
+$291K
|
+33,972
|
+2%
|
|
|
20
|
SVA Wealth Management
Madison,
Wisconsin
|
$17.5M
|
+$568K
|
+66,264
|
+3%
|
|
|
21
|
Parsec Financial Management
Asheville,
North Carolina
|
$16.8M
|
+$47.4K
|
+5,526
|
+0.3%
|
|
|
22
|
Buffington Mohr McNeal
Boise,
Idaho
|
$16.4M
|
-$471K
|
-54,924
|
-3%
|
|
|
23
|
Financial Consulate
Hunt Valley,
Maryland
|
$15.6M
|
-$2.62M
|
-305,556
|
-14%
|
|
|
24
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$15.3M
|
+$308K
|
+35,946
|
+2%
|
|
|
25
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$14.9M
|
+$18.6K
|
+2,172
|
+0.1%
|
|
