|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.3B
|
+$67.4M
|
+6,200,484
|
+3%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$303M
|
+$59.8M
|
+5,500,446
|
+24%
|
|
|
3
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$232M
|
-$53.4K
|
-4,914
|
-0%
|
|
|
4
|
|
$174M
|
+$19.3M
|
+1,776,804
|
+12%
|
|
|
5
|
|
$157M
|
+$4.03M
|
+370,524
|
+3%
|
|
|
6
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$146M
|
-$21.3M
|
-1,955,448
|
-12%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$142M
|
+$54.3M
|
+4,993,878
|
+58%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$125M
|
+$35.3M
|
+3,249,024
|
+38%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$78.3M
|
+$710K
|
+65,304
|
+0.9%
|
|
|
10
|
SFMG Wealth Advisors
Plano,
Texas
|
$77.7M
|
+$1.83M
|
+168,354
|
+2%
|
|
|
11
|
AJ Wealth Strategies
New York
|
$70.8M
|
+$1.69M
|
+155,712
|
+2%
|
|
|
12
|
Apriem Advisors
Irvine,
California
|
$64.7M
|
-$951K
|
-87,408
|
-1%
|
|
|
13
|
Evermay Wealth Management
Arlington,
Virginia
|
$61.4M
|
+$1.26M
|
+115,914
|
+2%
|
|
|
14
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$61.1M
|
+$3.89M
|
+357,912
|
+7%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$51.8M
|
-$1.67M
|
-153,480
|
-3%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$47M
|
+$1.51M
|
+138,516
|
+3%
|
|
|
17
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$37.7M
|
+$4.24M
|
+390,204
|
+12%
|
|
|
18
|
SVA Wealth Management
Madison,
Wisconsin
|
$34.9M
|
-$2.42M
|
-222,786
|
-6%
|
|
|
19
|
Brinker Capital
Berwyn,
Pennsylvania
|
$34.5M
|
-$2.18M
|
-200,430
|
-6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.2M
|
+$14.7M
|
+1,355,394
|
+80%
|
|
|
21
|
Planning Alternatives
Birmingham,
Michigan
|
$31.7M
|
+$1.17M
|
+107,796
|
+4%
|
|
|
22
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$31.4M
|
+$2.73M
|
+250,632
|
+9%
|
|
|
23
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$29.7M
|
+$2.09M
|
+191,964
|
+7%
|
|
|
24
|
Allen Capital Group
Grand Island,
Nebraska
|
$29.5M
|
+$5.25M
|
+482,520
|
+21%
|
|
|
25
|
TD Ameritrade Trust
Denver,
Colorado
|
$29.4M
|
+$3.53M
|
+324,504
|
+13%
|
|
