|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.26B
|
+$214M
|
+20,665,320
|
+11%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$248M
|
+$41.7M
|
+4,021,404
|
+21%
|
|
|
3
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$235M
|
+$1.76M
|
+169,830
|
+0.8%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$168M
|
+$3.82M
|
+368,916
|
+2%
|
|
|
5
|
|
$157M
|
-$10.3M
|
-995,616
|
-6%
|
|
|
6
|
|
$155M
|
-$1.9M
|
-183,714
|
-1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$91.6M
|
-$22.8M
|
-2,205,240
|
-20%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$90.8M
|
+$414K
|
+39,990
|
+0.5%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$78.5M
|
-$2.67M
|
-257,838
|
-3%
|
|
|
10
|
SFMG Wealth Advisors
Plano,
Texas
|
$76.8M
|
+$27.6M
|
+2,666,472
|
+59%
|
|
|
11
|
AJ Wealth Strategies
New York
|
$69.9M
|
+$8.04M
|
+776,508
|
+13%
|
|
|
12
|
Apriem Advisors
Irvine,
California
|
$66.3M
|
+$3.54M
|
+341,442
|
+6%
|
|
|
13
|
Evermay Wealth Management
Arlington,
Virginia
|
$60.9M
|
-$628K
|
-60,642
|
-1%
|
|
|
14
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$58M
|
+$2.22M
|
+214,350
|
+4%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$54M
|
-$641K
|
-61,872
|
-1%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$47.5M
|
+$3.22M
|
+310,446
|
+8%
|
|
|
17
|
SVA Wealth Management
Madison,
Wisconsin
|
$39.4M
|
+$2.31M
|
+222,786
|
+6%
|
|
|
18
|
Brinker Capital
Berwyn,
Pennsylvania
|
$37M
|
+$2.37M
|
+228,906
|
+7%
|
|
|
19
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$34M
|
+$33.1M
|
+3,195,270
|
New
|
|
|
20
|
Cobblestone Capital Advisors
Rochester,
New York
|
$33.7M
|
-$4.5M
|
-434,286
|
-12%
|
|
|
21
|
Planning Alternatives
Birmingham,
Michigan
|
$30.9M
|
-$648K
|
-62,580
|
-2%
|
|
|
22
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$29.1M
|
+$2.28M
|
+220,200
|
+9%
|
|
|
23
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$27.8M
|
+$1.02M
|
+98,934
|
+4%
|
|
|
24
|
TD Ameritrade Trust
Denver,
Colorado
|
$27.7M
|
+$912K
|
+88,020
|
+4%
|
|
|
25
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$26.7M
|
-$25.3M
|
-2,441,412
|
-49%
|
|
