|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.92B
|
+$219M
|
+22,308,096
|
+13%
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$219M
|
+$1.18M
|
+120,582
|
+0.6%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$193M
|
+$30M
|
+3,053,814
|
+19%
|
|
|
4
|
|
$158M
|
-$4.45M
|
-453,492
|
-3%
|
|
|
5
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$155M
|
+$1.57M
|
+159,894
|
+1%
|
|
|
6
|
|
$147M
|
+$2.05M
|
+208,794
|
+1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$108M
|
+$89.5M
|
+9,117,996
|
+534%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$85.1M
|
-$6.89M
|
-701,592
|
-8%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$76.4M
|
+$44.7M
|
+4,555,920
|
+148%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$59M
|
+$3.07M
|
+313,074
|
+6%
|
|
|
11
|
AJ Wealth Strategies
New York
|
$58M
|
+$7.26M
|
+740,130
|
+15%
|
|
|
12
|
Evermay Wealth Management
Arlington,
Virginia
|
$57.9M
|
-$595K
|
-60,660
|
-1%
|
|
|
13
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$52.5M
|
+$4.47M
|
+455,694
|
+10%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$51.5M
|
+$9.82M
|
+1,000,038
|
+24%
|
|
|
15
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$49.5M
|
+$25.5M
|
+2,598,186
|
+111%
|
|
|
16
|
SFMG Wealth Advisors
Plano,
Texas
|
$45.6M
|
+$1.96M
|
+199,494
|
+5%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$40.3M
|
+$3.4M
|
+346,680
|
+10%
|
|
|
18
|
Cobblestone Capital Advisors
Rochester,
New York
|
$36.1M
|
-$2.46M
|
-250,146
|
-6%
|
|
|
19
|
SVA Wealth Management
Madison,
Wisconsin
|
$34.9M
|
+$1.64M
|
+166,878
|
+5%
|
|
|
20
|
Brinker Capital
Berwyn,
Pennsylvania
|
$32.5M
|
+$5.77M
|
+587,658
|
+22%
|
|
|
21
|
Planning Alternatives
Birmingham,
Michigan
|
$29.7M
|
-$171K
|
-17,394
|
-0.6%
|
|
|
22
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$26.1M
|
+$2.28M
|
+231,786
|
+10%
|
|
|
23
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$25.2M
|
+$994K
|
+101,262
|
+4%
|
|
|
24
|
TD Ameritrade Trust
Denver,
Colorado
|
$24.4M
|
+$3.66M
|
+372,702
|
+19%
|
|
|
25
|
Courage Miller Partners
Norfolk,
Virginia
|
$23.1M
|
+$457K
|
+46,542
|
+2%
|
|
