|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.38B
|
+$218M
|
+23,561,952
|
+19%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$200M
|
+$1.86M
|
+201,186
|
+1%
|
|
|
3
|
|
$143M
|
+$6.17M
|
+666,930
|
+5%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$141M
|
+$7.81M
|
+845,412
|
+6%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$123M
|
+$20M
|
+2,161,092
|
+20%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$85.3M
|
+$2.6M
|
+280,926
|
+3%
|
|
|
7
|
|
$77.7M
|
+$801K
|
+86,694
|
+1%
|
|
|
8
|
Evermay Wealth Management
Arlington,
Virginia
|
$54M
|
+$2.25M
|
+243,144
|
+4%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$46.9M
|
+$1.83M
|
+197,874
|
+4%
|
|
|
10
|
Cobblestone Capital Advisors
Rochester,
New York
|
$46.8M
|
+$2.37M
|
+256,914
|
+5%
|
|
|
11
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$42.9M
|
+$7.37M
|
+797,106
|
+21%
|
|
|
12
|
AJ Wealth Strategies
New York
|
$42.8M
|
+$5.27M
|
+569,796
|
+14%
|
|
|
13
|
SFMG Wealth Advisors
Plano,
Texas
|
$39M
|
+$2.49M
|
+268,974
|
+7%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$38M
|
-$1.77M
|
-191,568
|
-5%
|
|
|
15
|
SVA Wealth Management
Madison,
Wisconsin
|
$29.3M
|
+$7.99M
|
+864,342
|
+38%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.1M
|
+$4.83M
|
+522,924
|
+20%
|
|
|
17
|
Planning Alternatives
Birmingham,
Michigan
|
$27.3M
|
+$332K
|
+35,916
|
+1%
|
|
|
18
|
|
$24.6M
|
+$24.2M
|
+2,613,630
|
+58,866%
|
|
|
19
|
Access Financial Services
Minneapolis,
Minnesota
|
$22M
|
-$3.68M
|
-397,788
|
-14%
|
|
|
20
|
TD Ameritrade Trust
Denver,
Colorado
|
$21.9M
|
+$4.51M
|
+487,524
|
+26%
|
|
|
21
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$21.9M
|
+$21.3M
|
+2,306,664
|
New
|
|
|
22
|
CWH Capital Management
Spokane,
Washington
|
$20.9M
|
+$697K
|
+75,372
|
+4%
|
|
|
23
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$20.8M
|
-$440K
|
-47,550
|
-2%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$20.8M
|
+$873K
|
+94,422
|
+4%
|
|
|
25
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$20M
|
+$1.29M
|
+139,392
|
+7%
|
|
