|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.63B
|
+$218M
|
+22,818,294
|
+16%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$210M
|
+$4M
|
+419,574
|
+2%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$156M
|
+$29.8M
|
+3,128,994
|
+24%
|
|
|
4
|
|
$156M
|
+$9.19M
|
+963,024
|
+6%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$147M
|
+$1.97M
|
+206,016
|
+1%
|
|
|
6
|
|
$140M
|
+$59.4M
|
+6,223,188
|
+75%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$88.6M
|
+$1.01M
|
+106,062
|
+1%
|
|
|
8
|
Evermay Wealth Management
Arlington,
Virginia
|
$56.3M
|
+$942K
|
+98,772
|
+2%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$53.8M
|
+$5.56M
|
+582,978
|
+12%
|
|
|
10
|
AJ Wealth Strategies
New York
|
$48.7M
|
+$4.67M
|
+489,456
|
+11%
|
|
|
11
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$46.1M
|
+$2.09M
|
+218,760
|
+5%
|
|
|
12
|
SFMG Wealth Advisors
Plano,
Texas
|
$41.9M
|
+$1.92M
|
+200,952
|
+5%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$39.9M
|
+$898K
|
+94,116
|
+2%
|
|
|
14
|
Cobblestone Capital Advisors
Rochester,
New York
|
$37.1M
|
-$10.9M
|
-1,137,906
|
-23%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$35M
|
+$4.83M
|
+506,760
|
+16%
|
|
|
16
|
SVA Wealth Management
Madison,
Wisconsin
|
$32M
|
+$1.88M
|
+196,860
|
+6%
|
|
|
17
|
Financial Management Professionals
Austin,
Texas
|
$29.7M
|
+$11.7M
|
+1,222,014
|
+66%
|
|
|
18
|
Planning Alternatives
Birmingham,
Michigan
|
$28.8M
|
+$773K
|
+81,024
|
+3%
|
|
|
19
|
Brinker Capital
Berwyn,
Pennsylvania
|
$25.6M
|
+$7.65M
|
+802,188
|
+43%
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$23.3M
|
+$1.87M
|
+196,482
|
+9%
|
|
|
21
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$22.7M
|
+$2.01M
|
+210,714
|
+10%
|
|
|
22
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$22.6M
|
+$414K
|
+43,374
|
+2%
|
|
|
23
|
Access Financial Services
Minneapolis,
Minnesota
|
$21.9M
|
-$775K
|
-81,210
|
-3%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$21.8M
|
+$426K
|
+44,712
|
+2%
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$20.7M
|
+$1.13M
|
+118,044
|
+6%
|
|
