|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.09B
|
+$155M
|
+17,800,830
|
+17%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$188M
|
+$1.28M
|
+147,000
|
+0.7%
|
|
|
3
|
|
$129M
|
+$15.5M
|
+1,779,450
|
+14%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$126M
|
+$2.68M
|
+308,580
|
+2%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$97.3M
|
+$6.6M
|
+760,110
|
+7%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$78.2M
|
+$4.29M
|
+494,100
|
+6%
|
|
|
7
|
|
$72.8M
|
+$25.5M
|
+2,934,114
|
+56%
|
|
|
8
|
Evermay Wealth Management
Arlington,
Virginia
|
$48.9M
|
+$1.54M
|
+177,030
|
+3%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$42.6M
|
+$35.3M
|
+4,060,248
|
+545%
|
|
|
10
|
Cobblestone Capital Advisors
Rochester,
New York
|
$42.1M
|
+$41.6K
|
+4,788
|
+0.1%
|
|
|
11
|
Total Investment Management
Scottsdale,
Arizona
|
$41.2M
|
+$40.4M
|
+4,646,886
|
New
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$37.6M
|
-$510K
|
-58,740
|
-1%
|
|
|
13
|
AJ Wealth Strategies
New York
|
$35.5M
|
+$34.7M
|
+3,998,280
|
New
|
|
|
14
|
SFMG Wealth Advisors
Plano,
Texas
|
$34.5M
|
+$33.7M
|
+3,885,582
|
New
|
|
|
15
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$33.5M
|
+$50.2K
|
+5,784
|
+0.2%
|
|
|
16
|
Planning Alternatives
Birmingham,
Michigan
|
$25.5M
|
-$460K
|
-52,980
|
-2%
|
|
|
17
|
Access Financial Services
Minneapolis,
Minnesota
|
$24.4M
|
+$23.9M
|
+2,748,564
|
New
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.1M
|
+$2M
|
+230,334
|
+10%
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$20.1M
|
-$384K
|
-44,178
|
-2%
|
|
|
20
|
SVA Wealth Management
Madison,
Wisconsin
|
$20.1M
|
+$1.94M
|
+223,242
|
+11%
|
|
|
21
|
CWH Capital Management
Spokane,
Washington
|
$19.1M
|
+$7.92M
|
+912,180
|
+74%
|
|
|
22
|
Courage Miller Partners
Norfolk,
Virginia
|
$18.9M
|
-$192K
|
-22,128
|
-1%
|
|
|
23
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$17.8M
|
+$17M
|
+1,956,642
|
New
|
|
|
24
|
Parsec Financial Management
Asheville,
North Carolina
|
$17.5M
|
+$91.9K
|
+10,578
|
+0.5%
|
|
|
25
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$17.5M
|
+$1.61M
|
+185,760
|
+10%
|
|
